The Private Equity for Families Blog provides insight, information and opinion for successful families who want to include in their portfolios private equity or direct investment in privately-held businesses.
The spring weather in Cleveland has been pretty awful and, while it is bad for your golf, tennis, biking and hiking, a cold and wet spring has been great for TV. My wife has been hooked on “Chopped” for several years and I have to admit it is fun to learn something about cooking. My […]
Central Bankers Don’t Get Chopped Read More »
I have a friend who has been a teacher for more than 20 years in Cuyahoga County. She is counting on her pension to navigate post retirement living for her and her husband who has also recently retired. Given all I have read and learned about the national problem with pension underfundings I asked her
I have always been intrigued with the idea of a portfolio of assets you can sleep on for twenty years. In fact, it is probably a pretty good way to think about how you should invest. To refresh memories, recall that Rip Van Winkle was the creation of Washington Irving. He was a pre- American
What’s In Your Rip Van Winkle Wallet? Read More »
Since the end of last year, the three-month London interbank offered rate, known as LIBOR, has increased to 2.32% from 1.69%. LIBOR measures the cost for banks to lend to one another and is used to set interest rates on roughly $200 trillion in dollar-based financial contracts globally, including almost all LBO financing. Throughout most
A Double Whammy For LBOs Read More »
I have written several blogs over the last six months about the national debt and how it may challenge many assumptions about the American economy as well as the American way of life. I am writing again because those challenges just became more imminent. To refresh the facts this is a picture of our national
New Variables For The Debt Debate Read More »
I am surprised so few of the millennial generation are preparing for retirement by participating in tax deferred retirement plans. My generation was introduced to the miracle of compounding returns when the retirement system was revamped in 1976. Over 40 years later $1000 invested per year compounding at 8% tax deferred is now worth $349,726.
Financial Literacy And Capitalism Read More »
A lightning rod in the political world is immigration but less so in the business world. In the lower middle market every one of our portfolio companies is looking for qualified workers who can pass a drug test, and perform entry level work. I am not sure why Americans do not want these jobs? They
Who Is Going To Do The Work? Read More »
My only first-hand experience with Martians was “My Favorite Martian” which was a TV sitcom that aired from 1963-1966. Uncle Martin had special powers like the ability to disappear and levitate objects. While not quite as talented as Barbara Eden in “I Dream of Jeannie”, he was nonetheless my closest encounter with a Martian up
Do Millennials Play Golf? Read More »
January of every year is wonderful for the prediction industry. Almost everyone who made a prediction in the prior year is taking credit for the few things they got right and, conveniently forgetting or minimizing what they missed. There are only a few groups who actually score themselves like Barron’s and certain columnists in The
We used to call it Winter Read More »
One of the most anticipated dates in your golden years is the time just before you turn 65 when you are thinking about the government starting to take care of you. You probably have already applied for your AARP card and also are getting senior discounts at the movies. Like me, you were probably disappointed
I Thought Medicare Was Free Read More »
No Offer of Securities
This site is for informational purposes only. No information on this site should be construed as a solicitation, offer, recommendation, representation of suitability or endorsement of any security or investment. Offerings of securities are made only by prospectus, private placement memorandum, offering memorandum or offering circular distributed by persons authorized by CW Industrial Partners, LLC. For additional information about the firm, including our Form ADV Part 2A and any relevant conflicts of interest that may exist, please contact us.
