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SBIC pre-screening process
By David Gerogosian, PEF Services LLC With long term interest rates at record lows, the availability of low cost borrowings from the U.S. Small Business Administration (SBA) for fund managers licensed through the SBIC program has drawn interest from fund manager that...
read moreAnquillare Prominently Featured in Leading Private Equity Publication
Private Equity Manager, a leading publication in the private equity industry, featured Anne Anquillare, founder and president of PEF Services LLC, on a panel discussion regarding fund administration for private equity firms. She was accompanied on the panel by Steve...
read morePEF Services Discusses the State of Private Equity at Emerging Manager Program in Los Angeles
Over 70 industry professionals converged at the Montage Hotel in Los Angeles, California to hear from leading experts about “Trends in Private Equity in 2013 and Beyond” hosted by PEF Services, Rothstein Kass and Paul Hastings. Concerns about the impact of new...
read moreShine 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,...
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