Podcasts

West Monroe Partners Gets Into Co-Investing

Matt Sondag and Brian Jacobsen outline the business and technology consulting firm's co-investment strategy and weigh in on trends in middle-market M&A.

Frank McGrew of McNally Capital on Investing in Opportunity Zones

Frank McGrew describes a new federal program that offers private equity investors and family offices tax benefits to invest in economically disadvantaged areas.

Orin Winick of Aspiriant on Trends in Wealth Management

Aspiriant's national director of investment advisory weighs in on considerations for founders exiting their companies and new trends in wealth management.

A Legislative Update from Langston Emerson of The Cypress Group

Emerson offers insight into key legislative issues, the midterm elections, and how a shift in control of the House could impact the congressional agenda.

Chris Jackson of Deloitte on Technology Trends in the Middle Market

The Deloitte Private technology leader discusses his firm's 2018 Mid-Market Technology Trends Report, including the role of talent and the future of work.