Family Office Series Pt. 2: Top 5 Tax Planning Trends
In Part 2 of this series, RSM's national family office tax leaders discuss five areas that family offices should focus on in 2022 and beyond.
Podcasts
Family Office Series Pt. 1: Choose Your Structure Wisely
In Part 1 of a new podcast series, RSM's family office consulting leader discusses structuring and location considerations for family offices.
Lending Perspective: Year in Review & 2022 Middle Market Outlook
On the podcast, Pete Notter, a partner at Twin Brook Capital Partners, discusses deal activity in 2021 and his middle market outlook.
M&A Tax: A Value Creation Lever in the PE Playbook
On the podcast, RSM partner George Douvris discusses the role of M&A tax in creating value and why it’s a growing area of focus for PE investors.
The Importance of Information & Infrastructure
A conversation with Drew Guyette, chief credit officer and senior partner at Twin Brook Capital Partners.
How PE Firms Can Make the Most of Their Tax Data
On the podcast, Lauren Demas, a principal with RSM US LLP, explains what PE firms should be doing with their tax data and how to get started.
Churchill’s Randy Schwimmer: Why the 2020s Are the “Decade of Private Debt”
On the podcast, Randy Schwimmer talks about the state of private credit, and the greatest challenges and opportunities facing the middle market.
The State of Direct Lending in the Middle Market
On the podcast, Twin Brook’s Garrett Ryan discuss how deal activity has evolved since last March and the current state of middle market M&A.
The Beauty of Being a BDC
On the podcast, the CIO of Main Street Capital talks about investing in the lower middle market as a business development company.
Sun Capital’s Patient-Centered Approach to Health Care Investing
On the podcast, two investors discuss what Sun Capital looks for in health care deals and how technology can improve the patient experience.