Middle-Market Trends

Automate or Get out of the Way

Automation is quickly becoming accessible at a variety of price points and ignoring it can put small and medium-sized business at a disadvantage.

Actively Managing Post-Acquisition: The CEO’s Role

An experienced owner-operator outlines the role of a CEO immediately after a deal closes, including three areas where he or she should focus.

Turning Passion into Profit

From high-performance auto parts to boating accessories, the enthusiast consumer market can spell steady profits for the companies that serve them.

Healthy Economic Outlook for Middle-Market Firms

Most middle-market companies are approaching the 2019 calendar year feeling upbeat about the economy and their prospects for continued growth.

Tax Considerations for Direct Investments

Tax structuring can impact rate of return, making it important to consider the tax entity classification of both the investor and the investment entity.