The Private Capital Industry is Evolving

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...

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...

by Shay Caufield, PEF Services LLC Complex, non-standard reporting processes make it challenging for investors in illiquid alternative asset funds to review, analyze, and verify the data they need. This is a growing concern.  Limited Partners [LPs] struggle with...

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...

" The Proactive Approach" discusses the ongoing stream of new regulatory requirements covering fees and expenses that can be overwhelming to funds but Anne Anquillare says a proactive strategy can keep managers ahead of the game.  To read the full article click...

PEF Services, Pepper Hamilton and Withum Review Industry-Wide Fees and Expenses Practices  PEF Services LLC, in conjunction with the law firm of Pepper Hamilton LLP, and the accounting firm of WithumSmith+Brown, is pleased to announce the release of a second benchmark...

By Dave DiMatteo, PEF Services LLC Based on a number of market reports, approximately 60 percent of Limited Partners (LPs) acknowledged to buying or selling private equity assets in the secondary market. That’s a far cry from the emergence of the market in the early...

By Peter Stern, PEF Services LLC On April 19, 2016, PEF Services was a contributing sponsor of a Capital Roundtable conference for the private equity community focusing on the question “Is the SBIC program right for you?” A question we typically hear - “Is dealing...