Insights
Short, practical notes for owners of private investments, drawn from real situations we have faced across our mandates and investments. Client names and details are never disclosed.
Why board committees often matter more than the board
Board meetings approve decisions. Committees are often where those decisions are actually shaped, with more detail and more time.
Read →Managing investments through uncertain times
When markets turn and visibility drops, the instinct is to wait. Owners who come through best usually act early and stay close to their investments.
Read →Distressed assets: the value is often hidden, not lost
A struggling company or troubled investment is not always a lost cause. Whether you find the value depends on how you look for it.
Read →How minority shareholders lose value, and how to prevent it
Minority investors rarely lose value in one big event. It usually happens through small decisions that nobody questioned.
Read →Does your family need an investment office?
Signs that your family's investments have outgrown informal oversight, and what you can do about it.
Read →Start preparing your exit years before you sell
The businesses that sell for the best price are usually the ones prepared well in advance.
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