Cherry Bekaert: Private Equity Industry Guidance

Cherry Bekaert’s Private Equity podcasts feature discussions on trends, compliance matters and best practices to guide you forward.

Cherry Bekaert: Private Equity Industry Guidance is a business podcast hosted by Cherry Bekaert, with 15 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Cherry Bekaert hosts Cherry Bekaert: Private Equity Industry Guidance, a business show with 15 episodes published.

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  Cherry Bekaert: Private Equity Industry Guidance

  How Commercial Due Diligence and Market Studies Enhance Value for M&A Deals

  Jul 24, 202513 minS0

  <p>In this episode of The Drawdown, Cherry Bekaert’s Cameron Smith is joined by Richard Schwartz and Travis Sheldon to reveal how commercial due diligence and market studies are enhancing M&A outcomes by empowering buyers and sellers. From validating investment theses to strengthening negotiation positions, the conversation dives into how M&A participants can leverage market intelligence to drive value in middle-market deals.</p><p>Listen in as they discuss:</p>The evolving role of commercial due diligence in buy- and sell-side transactionsHow market studies help sellers cast a wider buyer net and de-risk buyer concernsThe importance of su...

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  Cherry Bekaert: Private Equity Industry Guidance

  How Transferable Energy Tax Credits Impact Private Equity

  Sep 16, 202412 minS0

  <p>With the passage of the Inflation Reduction Act (IRA), certain renewable energy tax credits can now be transferred or sold by those generating eligible tax credits to qualified buyers, including private equity investors, seeking to purchase tax credits. Transferable energy tax credits provide a new and more efficient way for taxpayers to monetize these tax credits alongside tax equity structures, while providing a significant tax planning opportunity for private equity funds and their portfolio companies.  </p><p>In this episode of The Drawdown, Chris Truitt, Partner and Transaction Tax Services Leader, welcomes Marty Karamon, Partner and Tax Credits & Incentives A...

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  Cherry Bekaert: Private Equity Industry Guidance

  Business Interruption Services for Private Equity Portfolio Companies

  Sep 6, 202415 minS0

  <p>Business interruption (BI) insurance is crucial for private equity firms, as it provides financial protection in the event of unforeseen disruptions to a portfolio company's operations. Interruption in business operations due to natural disasters, supply chain disruptions or cybersecurity breaches can have a significant financial impact to a fund’s bottom line. For private equity firms, business interruption insurance is not only a risk management tool but also a strategic asset that can safeguard their investments, maintain the trust of investors and protect the long-term value of their portfolio companies.</p><p>In this episode of The Drawdown, we we...

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  Cherry Bekaert: Private Equity Industry Guidance

  How the Estate Tax Exemption “Sunset” Will Impact Fund Managers

  Jul 9, 202413 minS0

  <p>On December 31, 2025, the current federal lifetime estate and gift tax exemption amount is scheduled to revert to pre-2018 limits, effectively reducing the tax benefit by 50%. This has the potential to greatly impact investment fund managers and other high-net-worth individuals. Without adequate and timely estate planning, these individuals may miss out on potentially millions of dollars in tax benefits.</p><p>In this episode of The Drawdown, Marci Spivey, Partner and Private Client Services Leader, welcomes Mike Kirkman, Partner and Estate, Gift and Trust Leader. Also joining the conversation is Clint Costa, Senior Wealth Strategist at Choreo, a wealth management...

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  Cherry Bekaert: Private Equity Industry Guidance

  Benefits of Voice of the Customer Analysis in M&A Commercial Due Diligence

  May 13, 20249 minS0

  <p>Applying voice of the customer (VoC) analyses at the beginning of the investment lifecycle can provide qualitative data on consumer behavior to inform investment decisions and post-transaction strategies.  By integrating VoC methodologies within traditional due diligence processes, organizations can make better strategic decisions to validate the deal thesis and drive post-acquisition growth.<br/><br/>In this episode of The Drawdown, Cameron Smith, Managing Director in our Transaction Advisory practice, welcomes Kristel Kurtz and Richard Schwartz, Partners in our Strategic Growth & Innovation practice. Together, they break down what organizations can gain by using VoC analyses and present case studies demonstrating p...

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