Portfolio

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.

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.

Innovation Is Transforming M&A

Disruptive technology is transforming dealmaking, allowing forward-thinking M&A professionals to thrive by utilizing the best elements of innovation.

How Outsourced HR Can Bolster Bolt-ons

Human resources service providers can help private equity firms standardize HR across their portfolio companies, as well as within their own organizations.

Family Firm Fit: Evaluating Cultural Synergy

When considering a sale, it’s important for family businesses to remember that due diligence is a two-way street when it comes to culture fit.