Articles

For most business owners, selling their company represents the single largest financial transaction of their lifetime. Yet the M&A process remains opaque, intimidating, and fraught with complexity that can destroy value if not navigated properly. Read More.

For business owners, private equity often appears as an undifferentiated wall of institutional capital—mysterious, intimidating, and associated primarily with leveraged buyouts and loss of control. The reality is far more nuanced. Read More.

Business owners often celebrate EBITDA growth as an unqualified success. Revenue is up, expenses are down, and the bottom line looks stronger than ever. Yet when these same owners enter an M&A process or seek institutional capital, they're stunned to discover that buyers and investors assign dramatically different values to businesses reporting similar EBITDA figures.__––– Read More.

A regulatory earthquake is building beneath the private equity industry, with tremors that will reshape fundraising, valuations, and exit markets throughout 2026 and beyond. The Trump administration's August 2025 executive order directing federal regulators to facilitate 401(k) access to private equity and other alternative assets has set in motion a process that could unlock approximately $12.5 trillion in defined contribution plan capital—fundamentally altering the economics of private equity for general partners, limited partners, and the middle-market businesses they back. Read More.

Sustainable investing isn’t a niche anymore—it’s a battleground for global financial supremacy. Read More.

The era of low-volatility, low-rate, high-return markets is over. Read More.

The recently signed executive order allowing alternative investments in 401(k)s marks a turning point for retirement planning. Read More.

For those of us who’ve seen a few cycles, it’s easy to raise an eyebrow at explosive tech rallies. Read More.

Having spent decades in the asset management industry, I can say with confidence: the rise of AI in investment management isn’t a disruption—it’s an evolution. Read More.

In the markets, perception is often just as powerful as performance. Read More.

With rising tariffs and new trade pressures, many expected a sharper slowdown by mid-2025. Yet here we are: Q2 growth surprised to the upside, and markets have barely flinched. Read More.

I can say with confidence: this year’s Q2 GDP rebound is more than a blip—it's a reflection of real, organic strength in the U.S. economy. Read More.