BLOG
Shine a bright light
By Anne Anquillare, PEF Services New research in the field of optogenetics discovered that shining a bright light on neurons in the brain can modify behavior. This phenomenon is demonstrated in many other areas – light therapy dispels the winter blues, decreases mold...
read moreWhat I heard at PEI’s 10th Annual CFOs & COOs Forum
by Anne Anquillare, PEF Services I attended PEI’s Private Equity Forum for CFOs and COOs last week in NYC. This is a great conference for professionals who manage or are involved with the finance, accounting and operational aspects of private equity firms. It...
read moreHouse Bill Enables SBA to Provide More Leverage to SBICs
by David Gerogosian, PEF Services On December 18, 2012, The House of Representatives passed a bill to allow the Small Business Administration (SBA) to provide to Small Business Investment Companies (SBICs) up to $350 MM in leverage. Previously, the SBA was limited to...
read moreSEC Proposes Rules Allowing Private Equity Firms To Advertise Their Offering To Investors, BUT ….
by Beth Manzi and Mark Heil, PEF Services In accordance with the JOBS Act, the SEC has proposed new rules allowing private equity firms to generally solicit and advertise for new investors. Adoption of these new rules is anticipated in 2013 (after Chairman Shapiro's...
read moreAre You “SBIC Worthy”?
by David Gerogosian and Allen Greenberg, PEF Services, LLC Competition for an SBIC license is at a high. The lure of cheap leverage that gooses investors' returns has put the SBA in a position where it can be more choosy in selecting fund managers – a prerogative that...
read moreThe Portal – A Fund’s Blue Suit
by Joseph Campbell, PEF Services and Mark Heil, PEF Services The fashion world will tell you that a staple of every business person’s wardrobe is a blue suit. With it, you are “dressed for success”. To impress an investor, you need to don your best: solid returns,...
read moreFour things you should tell your investors about your fund administrator… and one thing you shouldn’t!
by Mark Heil, PEF Services 1. “They are an expert on accounting and investor reporting for funds like ours.” Small and emerging funds need to be handled differently than large funds. Large funds have more resources and can spend time customizing. Small and...
read morePEF Services Empowers Private Investment Firm to Focus on Growth and Expansion
Cerca Group LLC was founded in 2009 by John Bingaman and Matthew Harney as a sector focused, stage-independent private investment firm. Cerca Group targets investments in business services, software and communications companies with enterprise values up to $50...
read moreAre you an investor or a GP of an “orphan” fund?
by Allen Greenberg, PEF Services An orphan fund is difficult to define – as Supreme Court Justice Potter Stewart said regarding obscenity, “I know it when I see it.” Well, the same is probably true of an orphan fund (also known as a zombie fund) – relatively small...
read more