Fund Administration

To successfully raise and retain capital today, Private Equity Fund Managers need to reduce executional risk, improve compliance capabilities, and provide superior value to fund investors. That is exactly what our comprehensive, institutional-quality Fund Administration platform is designed to deliver.

Capital outflow from China creates competition in America

The Chinese are seeking a channel for capital into America to preserve and protect existing wealth. Several factors make the prospect of capital outflow from China to America extremely attractive. These factors include China’s free-falling currency, uncertainties in both the economic and political landscape, and a broader desire for temporary or permanent residency status in [...]

2016-12-21T17:18:52+00:00 December 14th, 2016|Categories: EB-5, Fund Administration|Tags: , , , , |

Private equity’s middle market: competition and opportunity

In the era of headline grabbing megafunds, an insatiable appetite for the middle market has spurred unprecedented competition in the private equity industry. Generally categorized as buyout transactions under $500 million, the middle market offers significantly more options in contrast to the much larger end of the spectrum. The options, in turn, offer more opportunity. [...]

The Next Evolution of Fund Administration

Michael Halloran, Chairman and CEO of NES Financial, speaks about pain points in the private equity industry and details how NES Financial’s Fund Administration Solution can help solve for them. Contact us Allow us to schedule a demo and demonstrate how NES Financial is disrupting the private equity marketplace to service your fund administration needs. We look forward to hearing from you [...]

Smart Shopping in Private Equity’s Squeezed Middle

In the private equity industry, there are giant multinational firms that boast billions in assets and there are boutique firms taking advantage of their reputational expertise in specific sectors. One school of thought will always think bigger is better. The other school of thought is that less is more. The largest investment firms offer unparalleled [...]

Private Equity Perspective: Band-Aids on bullet wounds!

For an industry that can’t even agree on common valuation guidelines, it comes as no surprise that software solutions exist in the same sort of patchwork orange, varying considerably from one private equity firm to the next. It might be said of private equity or private real estate that everyone does the exact same thing [...]

Here’s how mid-sized firms are staying competitive

There's more than 50 private equity firms with enormous five-year fundraising totals exceeding $6 billion. Then there's the other 6,600 small to mid-sized firms fighting to raise funds and compete for investors. However, a decade-long record of outperforming public markets and outpacing other asset classes has transformed what was a $400 billion private equity industry in 2010 [...]

Maximize efficiency with integrated technology systems

Consider the disparate technology systems used in private equity fund administration. Between back-office, middle-office, investor relations, and compliance, the different technologies being used may contribute to critical inefficiencies and unnecessary exposure to risk. The back-office fund accountant and fund accounting groups may be using Excel and SS&C, which lack integrated applications and require manual waterfall calculations. [...]

A culture of innovation and success

For nearly a decade, I've been a part of the NES Financial family. A decade. In Silicon Valley. In 2016. Yep, a decade. Why? To be totally transparent, it's a pretty simple answer: culture. We have great people, SMART people, and we choose to attack business problems with a focus on solving them the right [...]

2017-02-14T20:30:05+00:00 October 20th, 2016|Categories: Fund Administration|Tags: , , , , |

Preparing for audits in a complex regulatory environment

After Dodd-Frank required private equity managers to register with the Securities and Exchange Commission (SEC), specialized units within the Division of Enforcement were created to audit funds. In a series of speeches from 2013 to 2016, the SEC showcased increased efforts and activity in regulatory oversight. Notably, the SEC announced approximately a dozen actions against PE firms, [...]

NES Financial Fund Administration Solution changes landscape for small and mid-sized private equity funds

NES Financial’s Fund Administration Solution has been met with overwhelming demand from small and mid-sized private equity funds. Designed to help any size PE fund successfully raise and retain capital by reducing executional risk, improving compliance capabilities, and providing superior value to fund investors, the Solution is quickly becoming an ideal choice of funds seeking [...]