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The Complete Direct Investing Handbook: A Guide for Family Offices, Qualified Purchasers, and Accredited Investors (Bloomberg Financial) - Hardcover

Rosplock, Kirby

 
9781119094715: The Complete Direct Investing Handbook: A Guide for Family Offices, Qualified Purchasers, and Accredited Investors (Bloomberg Financial)
Hardcover
ISBN 10: 1119094712 ISBN 13: 9781119094715
Verlag: Bloomberg Press, 2017

Inhaltsangabe

The practical guide to direct investing strategies and best practices

The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. Interviews with leading family office investors, qualified private equity buyers, and top direct investing advisors provide essential insights, and attention to the nuanced processes of direct investing. The books is a hands-on resource for family offices and those investors interested in generating returns through private company ownership to be more effective in creating returns in a complex market. Direct investing best practices are explored in-depth, with guidance on strategy and the evaluation and assessment of various investment opportunities. The process begins with a codified and specific investment goal, and a robust strategy tailored to the investor's individual needs. Useful insight on 'narrowing the field' helps investors select the appropriate opportunities to meet their investment goals, and practical tools help streamline the process of capital deployment and in turn providing more opportunities to achieve desired returns.

Despite the growing interest in direct investing, there is little public information available to investors and there is a lack of transparency into practical standards. This book bridges the gap between strategy and execution, with comprehensive guidance and real-world insights.

  • Define and craft a focused investment thesis and appropriate timeline specific to your needs
  • Identify the right type, size, duration, and risk profile aligned to your investment objectives
  • Gain perspective on real-world direct investing and a deeper understanding of the risks and rewards
  • Better understand best practices and institutional investment rigor to develop bespoke processes and policies that create better outcomes for independent investors

Historically, extraordinary wealth has been created through equity in privately-held enterprise. Today, family offices and direct investors are looking more and more toward large capital deployment in early-stage and growth-oriented private equity investments, but are constrained by a lack of informed, established practices. The Complete Direct Investing Handbook provides the much-needed guidance and tools that can improve direct investment outcomes.

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Über die Autorin bzw. den Autor

KIRBY ROSPLOCK, PhD, is founder and CEO of Tamarind Partners, a consulting firm that advises family offices, ultra-high-net-worth investors, and the wealth management industry. She is a researcher, scholar, educator, and well-respected speaker around the globe on family wealth, family office, and family business. She is also the author of The Complete Family Office Handbook. For more on Dr. Rosplock and Tamarind Partners, visit www.TamarindPartners.com.

Von der hinteren Coverseite

Today there are countless choices for investors interested in private equity; however, a dearth of practical guidance exists when it comes to understanding the perks and perils of deploying capital into direct investments, or investing in privately-held operating companies. Although the private equity (PE) landscape is broad and varied, direct investing, a nuanced subset of PE, has caught the attention of several accredited investors and family offices. Historically, most investors learned the hazards of direct investing from their own mistakes, but now readers have access to insights, case studies, and leading research from the best and brightest direct investors and advisors. The Complete Direct Investing Handbook provides logical steps, sanguine advice, and tools to help both the novice and sophisticated investor regarding the decision making that goes into this bespoke area of PE.

Authored by Kirby Rosplock, PhD, the thought-leader who wrote The Complete Family Office Handbook, this new, specialized guide leads you through pre- and post-considerations of direct investing. Several chapters are contributed by leading practitioners in the field who share their insights and experiences of using this specialized investment strategy. The book provides a solid foundation for investors at every stage considering their options for investing in direct investments. Relevant case examples and research bring the material to life and shed light on the current realities of direct investing globally. With this resource, you can:

  • Discover a practitioner’s lens to sourcing, screening, and ultimately deploying capital into direct investments individually or as a co-investor
  • Learn how to create a direct investment thesis and to strategically execute, monitor, and exit a direct investment
  • Understand the structuring, terms, and preferences for minority or lead investors investing in directs
  • Glean new insights on Millennials’ perspectives on direct investing and impact investing

The Complete Direct Investing Handbook is the first comprehensive text to outline the opportunities and pitfalls of direct investing and to reveal how this competitive strategy applies to accredited investors and the family office.

Aus dem Klappentext

Today there are countless choices for investors interested in private equity; however, a dearth of practical guidance exists when it comes to understanding the perks and perils of deploying capital into direct investments, or investing in privately-held operating companies. Although the private equity (PE) landscape is broad and varied, direct investing, a nuanced subset of PE, has caught the attention of several accredited investors and family offices. Historically, most investors learned the hazards of direct investing from their own mistakes, but now readers have access to insights, case studies, and leading research from the best and brightest direct investors and advisors. The Complete Direct Investing Handbook provides logical steps, sanguine advice, and tools to help both the novice and sophisticated investor regarding the decision making that goes into this bespoke area of PE.

Authored by Kirby Rosplock, PhD, the thought-leader who wrote The Complete Family Office Handbook, this new, specialized guide leads you through pre- and post-considerations of direct investing. Several chapters are contributed by leading practitioners in the field who share their insights and experiences of using this specialized investment strategy. The book provides a solid foundation for investors at every stage considering their options for investing in direct investments. Relevant case examples and research bring the material to life and shed light on the current realities of direct investing globally. With this resource, you can:

  • Discover a practitioner's lens to sourcing, screening, and ultimately deploying capital into direct investments individually or as a co-investor
  • Learn how to create a direct investment thesis and to strategically execute, monitor, and exit a direct investment
  • Understand the structuring, terms, and preferences for minority or lead investors investing in directs
  • Glean new insights on Millennials' perspectives on direct investing and impact investing

The Complete Direct Investing Handbook is the first comprehensive text to outline the opportunities and pitfalls of direct investing and to reveal how this competitive strategy applies to accredited investors and the family office.

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Verlag
Bloomberg Press
Erscheinungsdatum
2017
Sprache
Englisch
ISBN 10 
1119094712
ISBN 13 
9781119094715
Einband
Gebundene Ausgabe
Auflage
1
Anzahl der Seiten
368
Kontakt zum Hersteller
Wiley-VCH GmbH
product_safety@wiley.com

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Weinheim
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