Merger Coach

YPO, Young Presidents Organization and Investors

admin — Tue, 02 Mar 2010 01:58:06 +0000

If you’ve been a member of YPO, the Young President’s Organization or WPO, the World President’s Organization, then you know how transformational the experience of connecting with your peers can be in a close, confidential setting. Now imagine that instead of discussing your career as an entrepreneur/owner or CEO, you were part of a similar organization for investors, a group composed of high net worth individuals who are heavily involved in managing their own assets.

If you have enjoyed your YPO or WPO experience Tiger 21 membership is a natural next step. Tiger 21 meets in small, 12-14 person groups one day a month, just like Young President’s Organization, and you form close bonds with other members. Tiger 21 meetings are facilitated by other entrepreneurs and feature presentations from well known speakers, processes such as “Porfolio Defense” (where other members closely review your portfolio) and timely discussion of world and personal events as they pertain to your investments, and issues of personal wealth management.

The other members have been there, done that, and provide an agenda free, supportive peer environment. It’s that one place where no one is trying to sell you something. The value of accessing other members’ intelligence and collective experience is priceless, and the relationships made can last for life. And of course your portfolio is a primary beneficiary. Contact us today to learn more.

Tiger 21 Santa Fe New Mexico

admin — Tue, 02 Mar 2010 01:40:13 +0000

A Tiger 21 group is forming in New Mexico’s Santa Fe. Tiger 21 is a peer-to-peer investment group of 12 to 14 members that meets one day a month. Eligibility for membership includes a minimum $10m in invest-able assets. A Tiger day might include speakers on investment opportunities, emerging technologies and business trends…. portfolio analysis for one member….and discussion of life issues specific to wealth with a facilitated discussion which features actionable advice. Tiger members have many advisers in their life (lawyers, CPAs, etc) but most come with an agenda. The Tiger 21 experience pr0vides a secure, confidential place where there are no agendas, with invaluable feedback from others who are living and dealing with the same problems and situations.

If you are interested in becoming a founding member of this group, contact us today.

Ego Management

admin — Tue, 12 Jan 2010 04:28:06 +0000

Taking stock in the new year….how’s your ego these days? Beaten and bruised from a tough year or a bit on the Balloon Boy side? Much of leadership is about managing yourself and this article features three good ways to keep a leash on your ego.

http://blogs.hbr.org/baldoni/2009/12/three_ways_to_keep_your_ego_in.html

Sell Side Nerves

admin — Tue, 12 Jan 2010 04:15:30 +0000

Private equity firm Terra Firma suing Citibank over EMI deal, alleging fraud. Is it a case of taking the baseball bat and mitt and going home to sulk? Read more for the potential ramifications for M&A firms. Could get ugly.

http://www.mandachicago.com/ma_sellside_advisors_beware.html

Vertical Acquisitions

admin — Tue, 12 Jan 2010 03:57:49 +0000

Interesting article on new movement toward vertical integration, reversing a fifty year trend in the other direction. Recent vertical buyers include PepsiCo, Oracle, GM, Apple, and Live Nation. Are conglomerates the new black or just a passing trend?

Wall Street Journal:

http://online.wsj.com/article/SB125954262100968855.html