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Carolyn Vallejo

Performance Reporting on Your Investments

How to optimize reporting and planning processes using technology

Nov. 29, 2022: Capstreet Exits Logistics Business to MML

Plus, Audax invests in weight loss clinic, and an MPE portco announces acquisition

Tailor-Made Solutions for Changing Times

How FORVIS’ versatile team helps clients excel in all aspects of their business

Nov. 28, 2022: Berringer Invests in Not-for-Profit Fundraising Tech

Plus, Trilantic’s Outdoor Living Supply makes another acquisition, and Palm Beach exits safety equipment manufacturer

Mapping Out Smart Investment in the Auto Industry

The way ahead in the auto industry still looks foggy, but dealmakers can still navigate to healthy returns

Middle Market Executive: Key Takeaways

Take a quick peak at the key takeaways from the Fall 2022 issue of Middle Market Executive

Nov. 23, 2022: Odyssey Portco Announces HVAC Acquisition

Plus, an Altus Capital portco expands its product offering, and O2 announces financing for West Edge acquisition

Playing Matchmaker for Mid-Market Firms and CFOs

Paro's Jon Repka explores the shifting market conditions demanding more sophisticated ways to hire finance talent

Nov. 22, 2022: Ethos Private Equity Sells to The Rohatyn Group

Plus, HKW’s Culture Partners makes acquisition, and Corcentric and Summer Street pair for waste management investment

Getting in Early on the Agtech Investment Opportunity

Dunning Capital’s David Swintosky and AgriTech Capital’s Aidan Connolly discuss a rapidly-growing market