Middle-Market Trends

Automate or Get out of the Way

Dr. Bryan Griffen | January 17, 2019

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

Larry Kaumeyer | January 17, 2019

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

Ted Morgan | January 16, 2019

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

Chris Giamo | January 16, 2019

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

Janice Kong | January 11, 2019

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