Equity

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

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#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What’s unique about David, though, is … Read more

From private equity to IPO: 3 capital pathways for insurance brokerages | Insurance Blog – Go Health Pro

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From private equity to IPO: 3 capital pathways for insurance brokerages | Insurance Blog – Go Health Pro

The insurance brokerage industry has long relied on M&A as a core growth strategy, fueled by accessible, low-cost capital and strong free cash flow generation. While recent Federal Reserve rate cuts have provided some relief, deal volume in 2024 was still down nearly 20% compared to 2023. Despite M&A headwinds, brokers continue to face significant … Read more

USA Insurance Companies with the Best Diversity and Inclusion Programs | 5-Star Diversity, Equity, a – Go Health Pro

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USA Insurance Companies with the Best Diversity and Inclusion Programs | 5-Star Diversity, Equity, a – Go Health Pro

Jump to winners | Jump to methodology One for all, all for one “If you back off from your DE&I commitment right now, you’re sending a very strong message to your employee base that you’re only there to support when it’s convenient to do so,” says Aaisha Hamid, vice president of diversity, equity, and inclusion at … Read more

Beyond the status quo: Harnessing data and AI to drive transformational value in private equity – Go Health Pro

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Beyond the status quo: Harnessing data and AI to drive transformational value in private equity – Go Health Pro

Forecasts have suggested that market dynamics are changing and that the private equity is poised to expand at an annualized growth rate of 12.8% to double in AUM from $5.8T in 2023 to $12T by 2029, achieving that goal will require a fundamental re-think of the traditional private equity business model. The total value of … Read more

Our Dedication to Fostering Well-Being and Equity – Go Health Pro

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Our Dedication to Fostering Well-Being and Equity – Go Health Pro

The Kaiser Permanente Southern California Community Health County Snapshots highlight our commitment to improving community health. In 2023, we invested $1,044,938,540 in communities across Southern California. By working alongside community organizations, public health colleagues, and staff to address social factors that influence health and expand access to care, we maximize our impact on improving the … Read more

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