Latest News

Latest News

How Gifting Carried Interest Can Save on Future Estate Taxes

May 3, 2021 Kathryn Mulligan

Successful deals drive carried interest and can build tremendous wealth for private equity professionals, but it can also result in significant future taxes if investors aren't careful.

Read more

Podcasts

The Beauty of Being a BDC

April 28, 2021 Kathryn Mulligan

On the podcast, the CIO of Main Street Capital talks about investing in the lower middle market as a business development company.

Read more

Latest News

M&A In the Time of COVID-19: Is It the Right Time to Sell?

April 22, 2021 Kathryn Mulligan

0

Sell-side activity has recently rebounded since the start of the pandemic, but is now the right time to sell? Here are four factors clients should consider.

Read more

Latest News

The Risks of Underestimating D&O Coverage

April 14, 2021 Kathryn Mulligan

0

While antitrust actions may be associated most commonly with large corporations, mid-sized companies must also be aware of antitrust risk.

Read more

Latest News

Investors See Rebound One Year Into Pandemic

April 14, 2021 Kathryn Mulligan

0

On the anniversary of coronavirus' arrival in the U.S., some portfolio companies are struggling to keep up with the pace of recovery, while others are laying in wait.

Read more

Latest News

ACG Winter Summit 2021: Looking Ahead

April 12, 2021 Kathryn Mulligan

0

Investment opportunities in emerging technologies, the M&A deal environment and the return to work were the session topics of the virtual ACG Winter Summit held in January.

Read more

Policy Updates

Lawmakers Converging on Stronger Antitrust Regulation | Middle-Market Public Policy Roundup

March 17, 2021 Kathryn Mulligan

Lawmakers continue to converge on tighter antitrust regulation, Congress proposes new anti-money laundering requirements on investors, and more.

Read more

Latest News

How Technology Supports People in Family Offices

March 12, 2021 Kathryn Mulligan

Many employees of family offices are grossly overwhelmed with tasks, but technology has advanced to the point where it can relieve some of the strain.

Read more

Latest News

The Competitive Advantage of Digital Transformation

March 11, 2021 Kathryn Mulligan

Tech like the Internet of Things and data science can be a challenge, but it's manageable with the right experience and development partners.

Read more

Policy Updates

Biden’s Anti-monopoly FTC Pick Could be a Blessing for Buyers | Middle-Market Public Policy Roundup

March 10, 2021 Kathryn Mulligan

Biden expects to name antitrust scholar to the FTC, which could provide opportunities for investors, a third COVID-19 relief bill heads to final approval, and the Fed continues PPP support.

Read more