2024 U.S. Private Equity Middle-Market Annual Report: Key Trends & 2025 Outlook

Whitepaper 2024 U.S. Private Equity Middle-Market Annual Report Key Trends & 2025 Outlook Middle-market private equity surged in 2024, with deal volume up 10.9% as lower borrowing costs, tighter bid/ask spreads, and increased private credit competition fueled growth. Despite late-year regulatory and election-related slowdowns, B2C, healthcare, and IT remained strong investment sectors. Looking ahead, 2025 […]

7 Steps CFOs can take for Efficient Growth

As CFOs pivot from a focus on survival to a mandate for growth, many are searching for efficient strategies to maximize impact without overextending resources. This white paper, 7 Steps CFOs Can Take for Efficient Growth, provides a roadmap for finance leaders looking to drive profitability, streamline operations, and navigate today’s complex economic landscape. Inside, […]

CFO to Chief Value Creation Officer

In today’s evolving financial landscape, CFOs are no longer just stewards of financial data—they are critical drivers of business value. This white paper, “CFO to Chief Value Creation Officer,” redefines the role of the CFO, offering insights into how finance leaders can take an active role in driving long-term value for their organizations. Discover actionable […]

5 M&A Perspectives for 2024 Integration Success

Explore the key insights and trends that will define the M&A landscape as we approach the final quarter of 2024. Our exclusive whitepaper, 5 M&A Perspectives for 2024 Integration Success, offers actionable strategies for businesses navigating economic uncertainty, fluctuating valuations, and evolving market dynamics.

Navigating the SEC’s Climate Disclosure Requirements: A Guide to Overcoming Compliance Challenges

The SEC’s Final Rule requires disclosures related to climate change risks and business impacts, and risk management strategies. This white paper identifies compliance challenges, mitigating factors, and offers a roadmap to compliance for organizations navigating this new and ever-changing regulatory environment.

5 Keys to M&A Integration Success

Best practices across 5 key dimensions of managing a successful integration While every deal is different, sometimes just doing the basics right can mean the difference between tangible success, or an unsatisfactory result. This article is not meant to address everything that must get done in an average business integration, but instead focuses on 5 […]

Top Three Capital Raising Mistakes and How to Avoid Them

This whitepaper delves into the top 3 capital raising mistakes often made by portfolio companies, their financial sponsors, and middle-market and enterprise firms – and how to correct them.

The Value of a True Cloud ERP Platform

Business Guide: NetSuite Perspectives Today, cloud computing enables companies to adapt to changing business models, both strategically and operationally. In the current state of the market, not all cloud providers can step up to the challenge of providing an integrated offering, and that forces companies to manage more platforms than they want. Download this white […]

Building Enterprise Value by Correcting Operational Deficiencies

Are problems in your operations contributing to a “leaky” P&L? Is your company struggling to fulfill orders? Do you have quality control problems? These and other indicators of unsatisfied customers may be signs of operational deficiencies and come with hidden costs that show up in your gross margin or flagging sales. Diagnosing and correcting them […]

Building Enterprise Value Through Cost Alignment

Are you using the optimum cost structure to build value? Understanding the relative costs of different parts of your business can inform your margin targets, pricing strategy, and marketing plans to drive overall net margins to your desired goal. Realigning costs to fit your optimum structure can also free up capital needed investment, all of […]