Family offices are the hot new buyers in the lower middle market, but involving them in a deal process is not without headaches. “Many of them will indicate they want deal flow, but when we call them about a deal they’re not very responsive,” says James Cassel, chairman and co-founder of Miami-based ...

What is your strategy for dealing with Amazon? That's a question an increasing number of companies in an increasing number of industries are being forced to ask themselves.  No longer impacting just retail, Amazon has been throwing its weight around in various end markets including artificial intelligence, ...

Today, independent sponsors are a proven asset class in the middle market. Ten or twenty years ago, however, it was a different story. “We’ve seen a big change in terms of what 2009 looked like for an independent sponsor and what 2018 looks like for an independent sponsor,” says Dan Lipson, Partner at ...