Robert McCreary CapitalWorks private equity Cleveland
PE4FAMS Private Equity for Families Blog

The Private Equity for Families Blog

Insight for those who want to include private equity or direct investment in privately-held businesses in their portfolios. The opinions expressed in the PE4Fams blog are those of  Rob McCreary and not necessarily those of CapitalWorks or its employees.

Robert McCreary CapitalWorks private equity Cleveland

Family Filtration

Todd Martin and I recently learned about a success story for a family office participating in a fully marketed industrial company. Our friends at Lincoln International were acting as the exclusive financial advisor for an industrial company that participates in the filtration industry. They had significant interest from Private

Continue »

Dodd-Frank Unleashes the Audit Team

I attended a seminar recently where the host law firm reviewed the SEC audit activity of private equity firms that has been spawned by Dodd-Frank. In attendance was a private equity professional whose firm had just completed one of these audits. His experience matched the law firm’s report that the

Continue »

Pass the Parcel

A recent article in the Financial Times, “Private Equity Steps Up The Pace of Pass The Parcel” (Wednesday, June 18, 2014) shows an interesting trend that may affect fund of funds specializing in the private equity asset class. Anne-Sylvaine Chassany reports that the percentage of reported M&A transactions that

Continue »

Introducing PE4Fams.com

CapitalWorks is excited to announce its commitment to a periodic blog branded as “PE4FAMS.” While many of our competitors in the private equity world are funded predominantly by institutional capital (pension funds, insurance companies, sovereign wealth funds, public retirement funds, endowments), all of CapitalWorks’ funding is from successful families.

Continue »
Private Equity for Families Blog | CapitalWorks Private Equity Cleveland Ohio

Get Rob's Private Equity and Investing Insights in Your Inbox

This blog represents the views of Rob McCreary and do not reflect those of CapitalWorks or its employees. This blog is not intended as investment advice. Any discussion of a specific security is for illustrative purposes only and should not be relied upon as indicative of such security’s current or future value. Readers should consult with their own financial advisors before making an investment decision.