An anniversary date model can secure timely payments – and need not generate excessive complexity.Amid the unprecedented growth in private markets and the increasingly competitive environment over the past decade,…

The start of a new decade always offers moments of reflection of what has been, and of the next frontiers. A century ago the 1920’s marked a time of liberation…

Why is the ability to accurately administer waterfall calculationsquite so critical?Rebecca Symonds: There are two calculations that drive private equity firms. The first is fund performance – the IRR being…

That revolutionary phrase was coined by McCann Erickson for their client L’Oréal in 1973. Fast forward to the years since the Financial Crisis of 2008 and “Financial Wellness” is the…

The EWM Global Internship Program is a truly positive experience. Thank you to everyone involved – Universities, Students and Colleagues.

Why financial firms need to do more to attract and keep the bestThe industry that emerged from the chaos of the banking crisis is one that is far more efficient,…

Private equity has undergone a staggering transformation in the decade since the global banking crisis. What was once a relatively niche and informal corner of the international financial ecosystem has…

Perception: voluntary deferred compensation (“VDC”) plans don’t work outside the USIn our conversations with US multinational companies sponsoring VDC plans for their domestic employees and with tax/legal advisors to such…

We met with the CFO of a private equity firm this week where we heard a common theme.The company is a medium sized buyout firm with ~ $3B AUM, three…

As far as one can remember, the standard private equity “holding period” – the time between buying and selling a portfolio company – typically averaged between 5 and 7 years,…