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Exit planning, wealth management, and business transition insights from the Penta Wealth Management team.

How Private Equity Recapitalization (PE Recap) Works

By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® In the dynamic world of business finance, a private equity recapitalization (PE Recap) has become a popular way for companies to restructure and access new growth opportunities. This deal structure combines a purchase price with rollover equity, where private equity firms acquire part of the […]

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