B2B wealth & finance industry white papers, case studies, reported stories, private wealth blog posts, HR, institutional finance, business growth, corporate communications. USC doctoral student.
My latest in Mergers & Acquisitions tells the story of how Corsair prioritizes the human or employee experience in the growth of its portfolio companies in its private equity strategy. That helps them create great outcomes for the PE firm, its investors, and the employees of those companies.
MiddleGround Capital, the first industrials-focused signatory with assets under $1 billion for the United Nations-supported Principles for Responsible Investment, acquired SixAxis as part of its ESG investing strategy. Founded in 2002, SixAxis is a maker of highly engineered, compliance-driven industrials safety equipment based in Andrews, SC. (About the story: Because the PE firm liked my first story on its acquisition of HLC so much, I got the exclusive on this, which means I had to turn the story around in 36 hours. I chose the ESG angle for the piece, too.)
If you have special charitable goals, you may want to consider a donor-advised fund (DAF). A DAF lets you set up charitable accounts at a variety of institutions — like community foundations, financial institutions, and national foundations — and donate money through them to your favorite causes. Here's what to know about the charitable and tax implication of establishing a DAF.
Transportation is evolving more and more each year as new technologies and infrastructure continue to receive private equity investment. MiddleGround Capital is now looking to the fragmented cycling industry as a burgeoning market in transportation.
Most people know that inflation — the gradual rise in prices over time — decreases your purchasing power. And the recent bout of inflation has certainly had a profound impact on most people's purchasing power. At 8.5%,1 it's at its highest since the 1980s. This comes after price increases holding steady at the Federal Reserve's prescribed rate of a 2% annually since the Great Recession ended in 2009. What is the role of the Fed in mitigating inflation? (Image: Pexels)
Today’s inflation is pandemic-related and temporary—but maybe not short-lived.
Understanding how inflation works can help you maintain the right mindset.
You can take steps to hedge against inflation and avoid long-term harm when prices rise.
Learn what you can do to adapt your finances to this inflationary period and potentially come out ahead.
This story is pillar content, which broadly overviews the aspects of small business financial wellness 101. Linked are the supporting pieces on the specific small business finance topics I wrote about broadly in this pillar piece. It required an extensive understanding of small business financial concepts to write this piece, which I have.
Blending finances requires shared goals and a strategy and can come with frustrations and rewards. As you combine your finances, expect an ongoing process with strategic renegotiations and recalibrations along the way. Here are some tips to make the process easier.
In 2020, 3,142 people were killed in motor vehicle collisions involving distracted drivers, according to the National Highway Safety Traffic Administration (NHTSA). Statistics from the Centers for Disease Control (CDC) show that nine people die daily in crashes reportedly involving distracted drivers. In most cases, mobile phones are the source of distraction. Here are tips on avoiding distracted driving.
Owning a farm can be a high-stakes enterprise, and you can't afford any event that would harm your business, especially flooded land. Inland flooding is one of the biggest risks to Americans. A lot of people don't think they necessarily need flood insurance but if you're near a river, a creek and you all of a sudden have intense rainfall, there's a flood risk. Even when your farm isn't on the Gulf coast, seriously flooded farms can happen. That's why it's important your farm has flood insurance. Here's what to consider.
High net worth and ultra-high net worth executive women often get overlooked by wealth management advisors as viable clients. But, this multi-trillion dollar market is a growing—and lucrative—investor segment. From this white paper, advisors learn why this important investor segment has value to them and how to reach this market.
(Inclusion of this writing sample in my portfolio does not represent an endorsement of me or my work by FlexShares or Northern Trust.)
White Paper--Women Are Driving Healthcare: How Recent Trends are Changing Healthcare Delivery for Women
To provide the best possible care experience, healthcare providers need to adapt to changing social and demographic trends for the #1 healthcare consumer: women.
In the United States, women are the most active healthcare decision-makers and users. Significant data supports the need for healthcare providers to recognize their value and transform their practices to serve them.
Increasingly, investors are interested in aligning their investment portfolios around their
environmental, social, and governance (ESG) values. Savvy financial professionals are taking the necessary steps to identify their clients' interests and values to help them meet their investing goals. This research-backed white paper shows financial professionals how to provide customized client experiences that meet their ESG investing requirements.
Your home is among your biggest lifetime purchases, so you’ll want to make it right. Like most Americans, you have most of your net worth tied up in your real estate. As an appreciating asset that typically accrues significant equity in the long term, you can use real estate equity for multiple purposes. It also can be passed down to your children. If you learn how to buy yours like an investor, you'll always get the best deals and generate the most equity from the outset. Let these investors tell you how they win in real estate transactions.