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.
Latest News
Investors Acquire a Taste for Spirits
PitchBook’s founder and CEO explores M&A trends in the alcohol industry.
Middle-Market Public Policy Roundup
A group of senators weighed in on proposed Volcker Rule changes, and initial guidance for the new Opportunity Zones program is slated for next week.
Distribution in the Age of Amazon
Midsize distribution companies are finding ways to stand out, using high-touch customer service and defensible niches to remain competitive.
Middle-Market Public Policy Roundup
The House this week held hearings to explore challenges in manufacturing and address topics related to the SEC’s Division of Investment 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.
Middle-Market Public Policy Roundup
Two key bills recently passed through the House Financial Services Committee, and the SEC chairman clarified that agency staff guidance is not binding.
Is Now the Time to Sell?
Favorable market conditions suggest now might be the time for middle-market owners to consider a liquidity event rather than deferring the decision to sell.
The Means to an End
Private equity firms are increasingly conducting sell-side due diligence to uncover details in two major areas that impact selling price: quality of earnings and taxes.
Middle-Market Public Policy Roundup
The Senate confirmed a new Internal Revenue Service commissioner and the National Labor Relations Board proposed a change to the joint-employer standard.