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SBA Update On SBIC Program Examination Priorities

What You Need to Know by Beth Manzi, Chief Operating Officer, PEF Services LLC On October 20, 2017, SBA sent a letter detailing their exam priorities and a new notice requirement. Click here to read the SBIC Program Examination Priorities letter to SBIC Licensees For...

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Subscription Lines Of Credit

Understanding Risks & Aligning Interests By Shay Caufield, Executive Vice President, PEF Services The traditional funding mechanism for illiquid alternative asset funds includes the periodic drawdown of capital from investors. This amount is based on the...

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Disaster Recovery And Business Continuity

Keep Calm and Carry On By Joe Campbell, CTO, PEF Services LLC Every business can experience a serious incident that can prevent it from continuing normal operations. In this day and age, no business is immune from external or internal threats that can compromise the...

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3 Best Practices for Fee and Expense Allocations

Fostering Collaboration By Anne Anquillare, Chief Executive Officer and President of PEF Services LLC When GPs find themselves in a defensive position, they can't make the best decisions for the fund and their investors. And fee and expense allocation has become one...

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SBA Releases TechNote 7b for Comment

How this impacts your fund by David Gerogosian, Executive Vice President, PEF Services On Thursday, June 22, 2017, SBA released for public comment, the long-awaited revisions to its Management Fee Policy.  This TechNote, once finalized, will impact all leveraged SBIC...

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Transform Your Back Office into a Center of Excellence

Today's investment firms are poised for growth. But they also face significant challenges, including tighter regulations, more complex reporting requirements, increased reputational risks and rising operational costs. An efficient, transparent back office helps your...

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Small Business Administration (SBA) Rule Changes

by David Gerogosian, PEF Services LLC There are a number of changes either finalized or proposed by SBA in recent weeks and many of you have probably seen these announced in various publications from the industry.  We want to consolidate these here for you in a manner...

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