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Insights

Recent Insights

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Article

May 21, 2025

Learn why HVAC, plumbing and pest control companies are prime targets for private equity roll-ups and how to facilitate a successful transaction.

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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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Article

February 19, 2025

Middle-market CFOs in 2025 must balance technology, strategy, and growth. Explore key challenges and solutions to modernizing finance teams.

Article

November 13, 2024

Discover the latest trends shaping recreational boating as the industry adapts to attract Millennial buyers with tech innovation and sustainable practices.

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Webinar Recording

September 26, 2024

Watch for key strategies in annual planning, including forecasting, budgeting and risk management, to drive organizational success in the upcoming year.

Article

September 5, 2024

Learn how R&D tax credits, new boat models, and innovative market strategies can help boost sales for boat manufacturers in today's challenging market.