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As we hurtle towards the middle of the decade, the investment banking sector finds itself at a crossroads of transformation that is set to alter the space forever. The coming years promise not just incremental change but seismic shifts that could redefine the landscape of finance. From digital innovations to sustainability mandates, the trends of […]

Did you know that roughly 70% of privately-owned businesses are run by baby boomers who are approaching retirement? Over the next two decades, this demographic tidal wave will flood the market with opportunities, as these business owners grapple with the daunting task of transitioning their assets. The middle market, that vast and often overlooked arena […]

As we enter the second half of 2024, private equity firms stand at a crucial crossroads. The landscape is filled with emerging trends and significant challenges, all requiring strategic foresight and operational flexibility. At the center of this transformation is artificial intelligence (AI), poised to redefine private equity deal sourcing and alternative investment management. Private […]

The buzz around the heating, ventilation, and air conditioning (HVAC) industry is continuing to grow. Recognized for its critical role in residential, commercial, and industrial settings, the HVAC sector is experiencing a surge in mergers and acquisitions (M&A) activity and private equity (PE) interest. This momentum presents a unique opportunity for dealmakers to gain a […]

Middle market companies are innovation engines, quickly adapting to market trends and consumer demands, often outpacing larger corporations. They fuel economic vitality, job creation, and sustainable growth. However, they face unique challenges like limited access to capital, competition from larger firms, and complex regulatory compliance, which can hinder their full potential. Common Challenges in the […]

Traditionally, sourcing new deal opportunities was a time-consuming process that relied  on personal networks, banker contacts, and internet searches. One problem? A lack of private market corporate data on a company’s financials, the leadership team, capital raise history, and private market transactions. This meant investors  were overwhelmed with research and data analysis to identify investment […]

The startup world is constantly evolving, as new sectors emerge, investors and bankers are always focused on trying to identify the companies that have the ability to become “Unicorns.” Unicorns are privately held companies that have a valuation of over $1 billion, and they are often seen as the most promising and successful startups in […]

In today’s dynamic business landscape, corporate teams equipped with the ability to identify, closely monitor, and analyze activity in the capital markets can provide a significant competitive advantage to companies that possess the capabilities. By leveraging real-time market data and adopting a strategic approach, these teams can not only stay informed about prevailing market conditions […]

In the dynamic world of mergers and acquisitions (M&A), evaluating a company’s financials is a cornerstone activity. It involves a thorough assessment of a business or individual’s financial health before engaging in a sales transaction, merger, or acquisition. This meticulous process is instrumental in determining the potential attractiveness of a potential transaction, as it provides […]