The Bliss Financial Group

The Bliss Financial Group

We are committed to success and the financial growth of our clients. Our dedication to excellence is our hallmark. Choosing us is choosing a team of highly skilled, hard working and dedicated professionals with the goal of financial gains in mind.

Private Equity

Private equity. The very term continues to evoke admiration, envy, and—in the hearts of many public company CEOs—fear. Private equity firms’ reputation for dramatically increasing the value of their investments has helped fuel incredible growth. Our ability to achieve high returns is typically attributed to a number of factors: high-powered incentives both for private equity portfolio managers and for the operating managers of businesses in the portfolio; the aggressive use of debt, which provides financing and tax advantages; a determined focus on cash flow and margin improvement; and freedom from restrictive public company regulations.

The fundamental reason behind private equity’s growth and high rates of return is something that has received little attention, It is the practice of buying businesses and then, after steering them through a transition of rapid performance improvement; selling them. This strategy, which embodies a combination of business and investment-portfolio management, is at the core of private equity’s success.

More recently, private equity firms like ours, aiming for greater growth, have shifted our attention to the acquisition of entire public companies. This has created new challenges. In public companies, easily realized improvements in performance often have already been achieved through better corporate governance or the activism of hedge funds. For example, a hedge fund with a significant stake in a public company can, without having to buy the company outright, pressure the board into making valuable changes such as selling unnecessary assets or spinning off a noncore unit.

Venture Capital

Great entrepeneurs are created. They do not give up easily. The new normal means new opportunities. As many companies fail opportunities are created. Venture capital is a form of private equity and a type of financing that investors provide to startup companies and small businesses that are believed to have long-term growth potential. Venture capital generally comes from well-off investors, investment banks and any other financial institutions.

From 2010 to 2020, U.S. venture capital investments quadrupled, the number of businesses started by women grew to 40%, and we’ve seen growth in the number of entrepreneurs of color. Research repeatedly shows that companies with diversity in senior leadership significantly outperform their all-white, all-male counterparts. Diverse leadership generates better financial performance, stronger innovation, and higher levels of startup success. Yet, despite compelling performance data, venture capital isn’t following the opportunity. This is true for a variety of well-documented reasons: gender and racial stereotyping, unconscious bias, systemic economic barriers, and Silicon Valley’s preference for serial entrepreneurs. At The Bliss Financial Group, success is paramount. Race colour and gender are irrelevant. The bottom line is success. Diversity yields success.

Risk Management

As the private equity industry has matured, the secondary market has grown and become an attractive space for investors to balance or improve the risk/return profile of their portfolios. At its highest level, risk analysis generally serves as the foremost selection tool, determining, first, if a firm should move forward with a particular deal and, second, at what price. These types of assessments are usually qualitative in nature and provide a snapshot of a company and potential. To create a truly differentiated skillset requires a process that can quantify the risks, coupled with a dynamic framework to continually monitor and update risk levels throughout the investment life-cycle.