Management assessment

Regulatory Compliance & Due Diligence

Diligence on Management Teams: Background Checks and Performance Reviews

Keenly assessing management teams through background checks and performance reviews reveals crucial insights that can determine the success or failure of your investment—continue reading to uncover how.

PPM Equity Team
January 24, 2026

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

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

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

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