Key Takeaways:
Chapters:
Timestamp Summary
[0:00:37] Introduction to investing in private businesses
[0:01:57] Private equity becoming mainstream
[0:02:30] Offering due diligence consulting for private investing
[0:03:28] Banks are not lending as much, increasing need for private capital
[0:04:19] Principles to evaluate private companies
[0:05:08] Understanding the business idea and market potential
[0:06:45] Assessing risk and return
[0:07:31] Financial due diligence
[0:08:14] Evaluating the management team
[0:09:11] Importance of exit strategy and alignment with goals
[0:13:37] Valuations and funding in the money management industry
[0:14:23] Negotiating terms and assessing risk in investing
[0:14:46] A cautionary tale of investing in a private company
[0:15:18] The importance of having a process for investing in private equity
[0:15:36] Warning of potential losses in the future
[0:15:54] Conclusion and contact information for help with investing
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Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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