News & Insights
Our thought leadership pieces are curated to offer practical tips and strategies for optimizing business performance, while our deal announcements keep you informed about the latest transactions and industry trends. Contributing to knowledge about how to do transactions well is at the heart of our Why – we strive to be good corporate citizens in our business communities.
With a wealth of knowledge and experience, our team of professionals brings high expertise to every piece of content. We invite you to explore our website and discover how we can help you achieve your business goals.

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News
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Insights
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Deals
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Features
CFO: Not All CFOs Can Handle M&A
Chief financial officers typically have a large sum of abilities, but expertise of the mergers and acquisitions process is rarely needed in this role, and it can be an expensive skill to hire for. Outsourcing the dealmaking skillset only while it's needed is...
Edge Magazine: Fee-Based Investment Firm Named Most Innovative Company
It's an honor to receive the Gold Stevie Award for the Most Innovative Company of the Year for businesses with under 100 employees. We are grateful to be recognized by our hometown newspaper for this accomplishment. Read the article in Edge Magazine. Read the article...
Axial: 3 Steps to Take Before Launching a Family Office Direct Investment Strategy
If you’ve been asked to design the direct equity investment strategy for a family office, there are some things you should first consider before making any decisions. I was honored to contribute an article to Axial offering tips to ensure you're protecting and growing...
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