Advisors Middle Market Weekly Outlook With M&A transaction values this year at a record high, Forbes digs into whether the boom is sustainable. Meanwhile, MarketWatch explores…
Advisors New eBook: 9 Clauses to Include in Every NDA NDAS are the first step for almost every deal — but many deal professionals overlook their importance. An NDA (non-disclosure…
Private Equity 7 Mistakes Family Offices Make in Direct Investing This post is excerpted from The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office. There are…
Private Equity 10 Places to Take CEOs in NYC (That Aren’t Capital Grille) There’s an art to taking a CEO out for lunch or dinner, as everyone in private equity well knows. It’s…
Advisors Middle Market Weekly Outlook A few years ago, analysts expected a flood of small business sales as baby boomers prepared to retire. But the…
Advisors Manufacturing Private Equity: Strong and Gaining Steam in Q4 2015 If 2015 has seen an overarching theme in the mid-market private equity space, it’s probably best described as “eagerness for…
Advisors Middle Market Weekly Outlook Overall M&A activity is on the rise and could reach its highest level in over three decades. But Forbes reports that…
Advisors Middle Market Weekly Outlook It’s October, but our minds are still on summer deal activity. Pitchbook reports that $262.7 billion was invested into 1,353…
Advisors 7 Travel Best Practices Every Dealmaker Should Know Time is a valuable commodity. If you’re planning on using yours to travel, it’s important to spend it as efficiently…