cultural considerations - PPM Equity

family business succession strategies

Uncategorized

Investing in Family‑Owned Businesses: Cultural Considerations and Succession Planning

When investing in family-owned businesses, it’s crucial to understand their cultural values…

PPM Equity Team
January 25, 2026

external auditors for due diligence

Regulatory Compliance & Due Diligence

Third‑Party Certification in Due Diligence: When to Use External Auditors

For effective due diligence, knowing when to leverage external auditors is crucial—find…

PPM Equity Team
January 27, 2026

investor data privacy safeguards

Private Placement Memorandum

Securing Investor Data: Privacy and Cybersecurity Controls

Many organizations overlook essential privacy and cybersecurity controls, but…

PPM Equity Team
January 27, 2026

digital private equity platforms

Private Placement Equity Markets

Private Equity Fundraising Platforms: Digital Innovations and Regulation

By leveraging digital innovations and compliance tools, private equity fundraising…

PPM Equity Team
January 26, 2026

sec custody rule updates

Private Placement Memorandum

Updated SEC Custody Rule Proposals: Implications for Private Funds

The updated SEC Custody Rule proposals introduce significant compliance changes for…

PPM Equity Team
January 26, 2026