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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...
read moreLimited Partner Fees And Expenses: Gaining Clarity At The Investment Fund Level
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...
read moreSmall 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...
read moreThe Proactive Approach
" 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 here.
read moreDemystifying the Private Funds Landscape
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...
read morePrivate Equity’s Secondary Market: Expanding the Toolkit
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...
read moreBest Practices for Launching & Managing an SBIC
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...
read moreAnne Anquillare Featured in Consultant Spotlight of Money Management Intelligence
Illiquid Alternative Assets Face Brave New World with TPFAs by Anne Anquillare, PEF Services LLC As I am sure you are aware, the illiquid alternative asset market (mainly buyout, venture, private real estate and debt funds) is facing mounting pressures on its back...
read moreILPA’s New Fee Transparency Initiative: Gleaning the Critical and the Useful.
by Shay Caufield, PEF Services LLC There has been substantial attention devoted to private equity fund managers and their lack of adequate transparency when it comes to periodic reporting to their investors. We have seen headlines involving large institutional...
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