liquidity Archives

Advantages and disadvantages of an IPO


The closing concludes and a company suddenly has $50 million cash in its bank account from the sale of its stock.  Champagne corks are popped and celebration ensues―for a brief period.  “Going public” is an exciting event for all involved and may provide many advantages to the company’s operations.  However, being a public company has… Read More →

Investors Need Improved Transparency When Dealing With Illiquid Assets

Investors Need Transparency AZ Business Magazine Sept/Oct 2010

Now more than ever, investors and regulators are demanding greater transparency when it comes to hedge funds that invest in illiquid financial instruments. This should come as no surprise given that so many recent defining business failures were related to illiquid assets. For example, AIG’s downfall was caused by investments in structured credit derivatives that… Read More →

Valuations For Financial Institutions Are Falling — And Presenting New Opportunities For Estate Planning

“Strange,” “Nothing like it before,” “Astonishing” are a few ways to describe what has transpired in the financial institution industry over the last several months. As liquidity and asset concerns for financial institutions have become magnified, national economic trends have exacerbated the situation. Despite all of this gloomy news there is at least one silver… Read More →