Confidential Information Memorandum (CIM)

The CIM is a marketing document that gives an overview and key investment highlights of a company.

Fine-Tuning and Implementing an Authority Matrix

How to tailor an authority matrix to a medium-sized PE-backed company.

Will a Larger Company Mean More Compensation?

Relationships between company revenue and individual compensation prove more complex than previously imagined.

Prioritize Decisions Using the ‘Eisenhower Matrix’

Being upfront about the time and resources required to accomplish certain demands and aligning with the sponsor around those dynamics is crucial.

Will Biden Policy Impact Carried Interest?

The carried interest capital gains tax has been a hot political topic for years. Will Biden’s bid at reform work this time?

Insurance Brokerages Become Private Equity Darlings

Insurance roll ups have been popular for years, but the pandemic catalyzed the practice.

How to Create a Report in Tableau

What Is Tableau and What Is a Tableau Report? First founded in 2003, Tableau is a tool for data visualization and analytics that is primarily…

Sample Due Diligence Checklist: Are You Data Room Ready?

Roughly half of all M&A deals that enter the formal due diligence process never reach a final transaction. Though numerous factors can kill a deal,…

Using an Analysis Model to Increase Pricing Visibility and Become EBITDA Positive

Shining light on discount and promotional spending turned this company to a profit

Unemployment and Private Equity: Debunking the Myth

Private equity has a public reputation for “bleeding companies dry,” but our research shows in the middle market PE often improves businesses.