Top Financial Management Firms – MCLEAN, Va., Jan 06, 2021 () — Centurion Wealth Management is honored to announce that it has been named one of the top wealth management firms in DC, Maryland and Virginia by Advisory HQ News Media. The multi-award winning firm is led by partners Sterling Neblett, CEPA, CFP®, Wendy Payne, CSA, CEP®, Mark McCaig, CRPC®, and Darren Colanani, CFP®, ChFC®, CIMA®, CPWA®. A full five-star rating for progressive wealth managers who combine their professional thinking and innovative approach with their proven investment strategies and experienced team to offer tailored solutions to their clients.
“We really appreciate the recognition AdvisoryHQ has received, but it wouldn’t be possible without our amazing clients and our hard-working team who support them every day,” says Niblett.
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Virginia, Maryland and Washington have a diverse population, including government employees, wealthy retirees, young investors and thousands of professionals. Each group has a unique set of wealth management needs and challenges, depending on where the individual is in their life. This is where the best financial advisors come in handy.
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AdvisoryHQ has analyzed and researched the best wealth management firms standing in the region. They focused their research on firms that specialize in building strong financial plans and have a deep understanding of their clients’ needs. Through this process, AdvisoryHQ has created a ranking of the top 12 financial advisory firms in the region.
As part of its review process, AdvisoryHQ considered a number of factors, including the firm’s reputation, quality of services offered, transparency, team excellence, fee structure, history of innovation, client needs Level of dedication to met, and rich expert. Centurion Wealth Management has a strong focus on serving entrepreneurs, women and corporate executives.
In recognizing Centurion Wealth Management, Advisory HQ said, “The [Centurion Wealth Management] team at this Virginia financial advisory firm understands clients as more than a balance sheet and every ups and down of their financial lives. Duran stands with them, guiding them . with confidence.”
Centurion Wealth Management is a true wealth management and planning services company that provides comprehensive financial advice to entrepreneurs, executives and empowered women. The firm offers investment, tax, real estate and cash flow analysis, retirement planning, risk management and more. Scroll through the business section of your favorite newspaper long enough and you’ll see a mention of private equity (PE).
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Perhaps that’s because a struggling company is bought and taken private, as Toys “R” Us did in 2005 for $6.6 billion.
Otherwise, it is possible to mention a large investment (or payment) made by a PE firm through a project or growth capital. For example, after Airbnb postponed its initial plans for an initial public offering (IPO) in 2020 in light of the pandemic, the company plans to re-list later this year with over $1 billion in PE funding. Collect more.
Yet many people do not fully understand the scale and scope of private equity. To demonstrate the impact of PE, we break down the funds raised by the top 25 companies over the past five years.
A PE firm invests in and provides financial support to startups and non-public companies (or public companies that are private).
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Each firm raises a PE fund by raising capital from investors, which it then uses to conduct transactions such as leveraged buyouts, venture and growth capital, distressed investments, and mezzanine capital.
Unlike other investment vehicles, such as hedge funds, private equity firms play a direct role in managing their assets. To maximize value, this may mean selling assets, closing down and other significant restructuring.
Traditionally, PE investments are made on a long-term basis, with the goal of increasing the value of the target company through an IPO, merger, recapitalization or sale.
Here are the top 25 private equity firms, ranked by their five-year total PE fundraising over the past five years, with data on funds and investments from related firms and private equity firms.
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These include well-known private equity houses such as The Blackstone Group and KKR (Kohlberg Kroes Roberts), as well as investment managers with private equity divisions such as BlackRock.
The world’s largest PE firms, including TPG Capital (which invests in Ducati Motorcycles, J. Crew and Del Monte Foods) and Advent International (an early investor in Lululemon Athletica), are headquartered in the United States.
In fact, of the top 25 private equity firms in the last five years, only four are based in Europe (CVC, EQT, Cinven and Permira) and one in Asia (Hillhouse).
Another name you may be familiar with is Bain Capital, which was co-founded by Utah Senator and former GOP presidential candidate Mitt Romney and has seen success with investments in AMC Theaters, Domino’s Pizza and iHeartMedia.
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One of the most surprising things investors have discovered about private equity is how many large organizations have been funded through the PE world.
More notable investments include KKR’s $31.1 billion acquisition in 1989 of food and tobacco company RJR Nabisco and Blackstone’s $26 billion purchase of Hilton Hotel Corporation in 2007.
But other leading companies were financed, bailed out or revived by private equity. This list includes grocery chain Safeway, fast food chain Burger King, international racing operator Formula One Group, and hotel and casino company Caesars Entertainment (then called Harrah’s Entertainment).
Many other notable investments may soon pay off for private equity. With IPOs back in season, tech companies like Airbnb and Epic Games are poised to pay. Meanwhile, conglomerates like J. Crew and Chuck E Cheese always provide recapitalization opportunities.
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With new distressed companies and potential takeover targets following the economic downturn of COVID-19, expect the private equity world to be very active in the near future.
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Despite numerous headwinds, last year was a productive year for global markets and companies will benefit from the public in 2021.
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From the most anticipated initial public offerings (IPOs) in technology to food and healthcare, many companies that already have a large following have gone public this year. Some were supposed to go public in 2020 but were delayed by the pandemic, and others saw an opportunity to take advantage of the current strong market.
This chart measures 68 companies that went public in 2021—including IPOs, SPACs, and direct listings—as well as their subsequent post-IPO valuations.
Historically, companies looking to go public had one primary method above all others: the initial public offering (IPO).
But companies going public today can easily choose one of three different options, depending on market conditions, relative costs and shareholder preferences:
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The majority of companies going public in 2021 chose the IPO route, but some large valuations led to direct listings.
While there are many well-known names on the list, one of the biggest continues to be the importance of technology in the line.
The majority of new public companies in 2021 are in technology, including many mobile apps, websites and online services. The two biggest IPOs so far were South Korea’s Kupang, an online marketplace valued at $60 billion after going public, and Chinese ride-hailing app Didi Chuxing, the biggest post-IPO of the year at $73 billion.
In addition, there were many applications and services that are usually available from other sources as well. Gaming company Roblox went public via a direct listing, valuing it at $30 billion, and cryptocurrency platform Coinbase had its biggest valuation of the year, following its $86 billion direct listing.
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As every year, some large companies were lined up for the second half to go public.
Technology will continue to drive market interactions. Payment processing firm Stripe was set to launch its biggest IPO of the year at a $95 billion valuation, but it has been delayed. Similarly, online grocery delivery platform InstaCart, which has seen a surge in popularity due to the pandemic, has sought to go public at a valuation of at least $39 billion.
Of course, this is common for potential public offerings and offerings. Whether they are delayed due to weak market conditions or canceled at the last minute, anything can happen when it comes to the public markets.
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