Deal flow

New Study Finds Managers Who Recruit Can Substantially Increase Effectiveness with a Relationship-based Training Approach

Retrieved on: 
Wednesday, March 9, 2022
Industry, Management, Veteran, Book, Secrecy, Communication, Impact, The Game, Deal flow, Kelley School of Business, Barron's, Forbes, Method, Female, Wall Street, Tutoring, Sales

The study results showed that with a relationship-based training approach, combined with training and coaching, managers could substantially increase the number of possible recruits in their pipeline.

Key Points: 
  • The study results showed that with a relationship-based training approach, combined with training and coaching, managers could substantially increase the number of possible recruits in their pipeline.
  • Amid the pandemic, branch or agency managers at top financial firms have found it challenging to recruit top talent.
  • Through this study, we found that a relationship-based approach is most efficient for identifying and recruiting the right advisors for their firm."
  • CLICK HERE to download The Impact of Coaching and Training on the Manager's Ability to Recruit Top Talents study.

The Kelley Group Seeks 'Wholesaler' Study Participants to Gauge Effect of Pandemic on Financial Services' Asset Management Community

Retrieved on: 
Wednesday, January 19, 2022
Barron's, The Game, Book, Deal flow, Communication, Forbes, Industry, Kelley, Secrecy, Program, Method, Female, Environment, Tutoring, Financial adviser, Marketing

"The asset management community, and specifically wholesalers whose livelihoods are directly tied to their ability to meet with current and prospective advisor-clients, have been at a severe disadvantage during the pandemic," says Sarano Kelley, co-founder of The Kelley Group.

Key Points: 
  • "The asset management community, and specifically wholesalers whose livelihoods are directly tied to their ability to meet with current and prospective advisor-clients, have been at a severe disadvantage during the pandemic," says Sarano Kelley, co-founder of The Kelley Group.
  • "Although some financial advisors have returned to their offices, wholesalers still find face-to-face events limited and virtual communication challenging."
  • To qualify for the study, participants must currently work for an asset management firm in the role of wholesaler and in the capacity of business-to-business sales of their firms' asset management offerings and have ten years of related experience.
  • "While the financial industry focused on business-to-client communication, the b-to-b sales force was and continues to be, largely underserved.

Study Finds that Even the Most Seasoned of Financial Advisors Can Capture Double-Digit Growth Through Training, Coaching and Accountability

Retrieved on: 
Thursday, August 26, 2021
Industry, Friends, Principal Officials Accountability System, Population, Kelley School of Business, Barron's, COI, Growth, The Game, Acquisition, Family, Female, Forbes, Goal, Book, Secrecy, Wall Street, Deal flow, Technology, Tutoring, Financial adviser, Public relations

The results of the study were conclusive as participants averaged double-digit percentage growth in client acquisition and subsequent new assets for management.

Key Points: 
  • The results of the study were conclusive as participants averaged double-digit percentage growth in client acquisition and subsequent new assets for management.
  • "When posed with a new challenge to overcome, innovation and application are key," said Brooke Kelley, co-founder of the Kelley Group and co-organizer of the study.
  • Inthestudy, 15 seasoned financial advisors were sampled from the 270 who qualified.
  • Accountability is the key to reaching and, more importantly, maintaining, top levels of success across any industry, financial included."

Ellavoz Impact Capital Announces David Kaye to Their Advisory Board

Retrieved on: 
Tuesday, June 8, 2021
Finance, Money, Investment, Corporate finance, Equity securities, Venture capital, Entrepreneurship, Private equity, Angel investor, Belmar, Deal flow

BELMAR, N.J., June 8, 2021 /PRNewswire/ -- Ellavoz Impact Capital has named David Kaye to their Advisory Board.

Key Points: 
  • BELMAR, N.J., June 8, 2021 /PRNewswire/ -- Ellavoz Impact Capital has named David Kaye to their Advisory Board.
  • "I'm looking forward to joining the Ellavoz team and am excited to be a part of the Ellavoz commitment to community development," said Mr. Kaye.
  • Robert Hutchins, CEO and President of Ellavoz Impact Capital, said, "Mr. Kaye brings private equity, venture capital and Angel investor due diligence skill sets, which will increase our Ellavoz Impact Angel Network deal flow.I worked with Dave at BioFortis and he is a great asset for our team."
  • Ellavoz Impact Capital, in partnership with New Jersey Community Capital, is the management company for the 3 Ellavoz Shared Values Opportunity Funds, Ellavoz Neighborhood Homes Fund and the Ellavoz Impact Angel Network.

Virion Therapeutics Wins Prestigious 'Most Valued Company' at Keiretsu Forum Investor Capital Expo

Retrieved on: 
Tuesday, November 17, 2020
Finance, Money, Investment, Angel investors, Corporate finance, Equity securities, Keiretsu Forum, Venture capital, Keiretsu, Investor, Deal flow, Private equity

"We are thrilled to havereceived this recognition from Keiretsu Forum and its investors," said Andrew Luber, Pharm.D., President & CEO of Virion.

Key Points: 
  • "We are thrilled to havereceived this recognition from Keiretsu Forum and its investors," said Andrew Luber, Pharm.D., President & CEO of Virion.
  • The Investor Capital Expo is hosted by Keiretsu Forum , the world's largest angel investor network ranked byPitchbook#1 in two categories: "Most active investors early stage" and "Most active investors late stage."
  • Keiretsu Forum is a global investment community of accredited private equity angel investors, venture capitalists and corporate/institutional investors.
  • Keiretsu Forum today is a worldwide network of capital, resources and deal flow with over 50 chapters on three continents.

Private Investor Summit (Singapore - March 24, 2020): Deal Flow & Due Diligence Best Practices - ResearchAndMarkets.com

Retrieved on: 
Friday, February 14, 2020
Professional services, Consulting, Economy, Finance, Money, Corporate finance, Contract law, Criminal law, Due diligence, Deal flow, Investment

The organizers are constantly in pursuit of excellent direct investment opportunities, and the annual Private Investor Summit is the only conference that brings together family investors with off-market deal flow.

Key Points: 
  • The organizers are constantly in pursuit of excellent direct investment opportunities, and the annual Private Investor Summit is the only conference that brings together family investors with off-market deal flow.
  • For one day only, family offices, dealmakers, and private businesses will connect for one singular pursuit: to get a deal done.
  • Deal Flow & Due Diligence Best Practices: Discover step-by-step how family offices are attracting deal flow while still being discreet and private, and what standards are being followed while conducting due diligence on potential acquisition targets.
  • This event places an emphasis on direct investments and deal flow, thus participants are typically either representing a deal or looking to invest capital in a new investment.

Family Office Deal Flow Summit: 1-Day Event (Dallas, United States - May 31, 2019) - Build Your Family Office Co-Investment Network

Retrieved on: 
Friday, March 29, 2019
Venture capital, Deal flow

DUBLIN, March 29, 2019 /PRNewswire/ -- The "Family Office Deal Flow Summit" conference has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • DUBLIN, March 29, 2019 /PRNewswire/ -- The "Family Office Deal Flow Summit" conference has been added to ResearchAndMarkets.com's offering.
  • Family offices are constantly in pursuit of excellent direct investment opportunities and our annual Family Office Deal Flow Summit is the only conference that brings together family investors with off-market deal flow.
  • For one day only, family offices, dealmakers, and private businesses will connect for one singular pursuit: to get a deal done.
  • Build Your Family Office Co-Investment Network: Network with peers in the industry, build and reinforce strategic relationships and gain personal connections.

MountainWest Capital Network Deal Flow Report Shows Increase in Utah Mergers and Acquisitions, More Deals in 2017

Retrieved on: 
Tuesday, May 15, 2018
Economy, Business, Entrepreneurship, Deal flow, Venture capital, UTAH

SALT LAKE CITY, May 15, 2018 /PRNewswire/ --MountainWest Capital Network (MWCN) today released its 23rd annual Deal Flow Report, which provides an analysis of Utah's capital market and total number of transactions within the state.

Key Points: 
  • SALT LAKE CITY, May 15, 2018 /PRNewswire/ --MountainWest Capital Network (MWCN) today released its 23rd annual Deal Flow Report, which provides an analysis of Utah's capital market and total number of transactions within the state.
  • The report revealed an increase in the number of capital transactions from 423 in 2016 to 514 in 2017, indicating Utah companies are involved in more transactions.
  • The Deal Flow Report is published each year by MWCN, a nonprofit organization, to further its mission of fostering the dynamic flow of information about capital formation and distribution.
  • The full 2017 MWCN Deal Flow Report can be viewed at: https://www.mwcn.org/deal-flow/
    MountainWest Capital Network isUtah'sfirst and largest business networking organization devoted to supporting entrepreneurial success, and dedicated to the flow of financial, entrepreneurial and intellectual capital.

Worldwide M&A activity predicted to accelerate over the next six months

Retrieved on: 
Thursday, May 10, 2018
Economy, Finance, IntraLinks, Venture capital, Mergers and acquisitions, Deal flow

The strongest growth in worldwide deal announcements is expected to come from the industrials, TMT (technology, media and telecoms) and real estate sectors.

Key Points: 
  • The strongest growth in worldwide deal announcements is expected to come from the industrials, TMT (technology, media and telecoms) and real estate sectors.
  • These early-stage deals are, on average, six months away from their public announcement.
  • The Intralinks Deal Flow Predictor provides Intralinks' perspective on the level of early-stage M&A activity taking place worldwide during any given period.
  • THIS PRESS RELEASE AND THE INTRALINKS DEAL FLOW PREDICTOR (COLLECTIVELY THE "MATERIALS") ARE PROVIDED "AS IS" FOR INFORMATIONAL PURPOSES ONLY.