Turn a topic or headline into a focused client conversation. Bring together the source, the planning questions, and the information you need before recommending a next step.
BUILD YOUR CONVERSATION AGENDA
A more useful client meeting starts here.
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THE PERIMETER / MEETING NOTES
Private markets
THE SOURCE TO READ
Butterfly Equity agrees to acquire food packaging maker Sabert
A private-company name does not tell you what security you are buying. Direct shares, a fund interest and an interest in a special-purpose vehicle can provide very different rights, fees, liquidity and reporting.
Discussion priority
Clarify the decision, time horizon and constraints.
Questions to explore
What exactly will I own, and what rights travel with it?
How are fees, carried interest and expenses charged across the structure?
Who determines valuation, and how often can it be independently checked?
What if distributions arrive years later than expected?
Bring to the conversation
Obtain the actual offering and governing documents.
Check the parties and their registration or exemption context.
Map fees, restrictions and reporting obligations.
Test the investment against liquidity needs and concentration.
An educational agenda. Review source material and adapt to the client’s circumstances. Professionals should follow their own compliance and recordkeeping procedures before sharing.
