Frank McGrew of McNally Capital on New Opportunity Zone Clarifications
The Treasury Department has clarified key aspects of investing in OZs, including tax filing and timing, although some areas remain undefined.
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RSM’s Joe Brusuelas on the Middle Market’s Labor Dilemma
RSM's chief economist discusses the impact of a tight labor market, trade tensions and monetary policy decisions.
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.
Darin Brock of TorQuest Partners on Opportunities in Canada
Darin Brock describes the M&A environment in Canada, attractive investment areas for TorQuest, and several of the PE firm's recent investments.
Jennifer Fondrevay on the Human Side of M&A
Fondrevay outlines common mistakes made during M&A transactions and steps to address human capital considerations earlier in the process.
Dr. Ronit Molko on Investing in the Autism Services Industry
Dr. Molko discusses the fast-growing, fragmented autism services industry, and the challenges and opportunities for private equity investors.