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Insights

Recent Insights

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Podcast

January 20, 2026

28:06

Speakers: Sarah McGregor, Nelson C. Yates II

Learn how middle-market CFOs can navigate international tax, transfer pricing, and global compliance to manage risk and support growth in 2026.

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Article

April 3, 2025

Learn how Managed Services Providers (MSPs) are integrating AI and automation to improve cybersecurity, asset management and IT monitoring.

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Case Study

August 14, 2026

Learn how Fort Wayne's Community Development Entity uses New Markets Tax Credits for economic development, jobs and community revitalization.

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Report

May 11, 2026

Uncover what middle-market technology CFOs are prioritizing in 2026 to support modernization, from system integration to rebuilt forecasting models.

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Article

April 29, 2025

Updated: July 21, 2025

Get insights on cryptocurrency market trends for 2025, including regulatory changes, AI-driven trading and the growth of tokenized assets.

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Article

May 12, 2025

Learn two proven strategies to accelerate portfolio company growth, even when facing market volatility and shifting global trade policies.

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Podcast

February 10, 2025

20:36

Speakers: Sarah McGregor, Oscar A. Osorio, Lisa Macri

Stay ahead of tax reporting changes with insights on ASC 740, ASU 2023-09, tax reconciliation, and financial statement disclosure requirements.

Webinar Recording

May 13, 2022

Watch our webinar for tech companies and private equity funds with a focus on technology portfolio companies to better understand revenue recognition.

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Article

September 21, 2026

Discover what technology paralysis looks like, why technology companies face finance modernization delays and practical actions to move forward.