General

  • Navigating the Uncertainty: How Geopolitical Events Impact Private Equity Investments

    Geopolitical events are becoming an increasingly important consideration for private equity firms when making investment decisions. With the world becoming more interconnected, it is becoming more difficult to isolate investments from global events. In this blog, we will explore the impact of geopolitical events on private equity and how firms can manage these risks. Geopolitical […]

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  • Top Six Takeaways from DealMax 2023

    By Adrian Nohr and Jennifer Clement The largest single event of its kind on the planet, DealMax is a mega-match making marketplace for sellers and buyers of middle and lower-middle market companies.  850+ private equity groups / family offices and 150+ corporate buyers attended from across North America.  CLA’s team on the ground included professionals […]

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  • Private Equity Firms Embrace the Trend of ESG Investing

    Environmental, Social, and Governance (ESG) factors have become increasingly important in the investment world. Private equity firms, in particular, have taken notice of the growing demand from investors for ESG-focused investments. In this blog, we will explore the trend in private equity firms’ consideration of ESG factors in their investment decisions. What is ESG? ESG […]

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  • DealMax 2023: Key Insights and Highlights from the Premier Private Equity Conference

    The 2023 Association of Corporate Growths DealMax took place in Las Vegas from May 8 -10. The event brought together over 1,000 private equity and corporate M&A professionals to network, share insights, and explore potential deal opportunities. The conference featured a range of keynote speakers, panels, and breakout sessions covering a variety of topics related […]

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  • Insights from Milwaukee’s Smartbusiness Dealmakers Conference: Key Takeaways

    By: Brady Paschke The Milwaukee Smartbusiness Dealmakers Conference is an annual event that brings together professionals from different industries to discuss trends, challenges, and opportunities in mergers and acquisitions. This year’s conference featured a range of speakers across seven various sessions who shared valuable insights and strategies on how to maximize sell-side transactions, grow businesses […]

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  • Eat That Frog: A Comprehensive Guide to Productivity and Time Management

    Eat That Frog! is a book written by Brian Tracy, a well-known self-help author and motivational speaker. The book is all about productivity and time management, with a focus on the idea of tackling your most important and difficult tasks first thing in the morning, before anything else. Here are some of the key lessons […]

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  • Unplugging from the World: A Journey to Inner Peace and Well-Being at a Silent Retreat

    Last weekend, I attended a Jesuit silence retreat and experienced a profound sense of renewal and clarity. Here are some of my key learnings that I wanted to share with you: 1. Silence is not empty, but full of potential. By abstaining from talking, listening, reading, writing, and even eye contact, I was able to […]

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  • Cyber Attacks Are Increasing- Don’t Ignore These Risks

    By: Craig Arends As cyber attacks become more frequent and sophisticated, cyber security awareness is critical for investors that want to protect their assets and reputation. Investors should be alert for cybercriminals looking to exploit portfolio companies to commit criminal activities.  Watch for social engineering and phishing attacks  An organization’s most valuable assets are at risk: […]

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  • SEC Proposes Enhanced Safeguarding Rule for RIAs

    By: Bobby Dormanesh On February 15, 2023, the SEC proposed rule changes for registered investment advisers (LINK). Specifically, the changes seek to enhance protections of customer assets managed by registered investment advisers. If adopted, it would amend certain provisions of the custody rule under the 1940 Act, replacing it with the Safeguarding Rule. Current rule: […]

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  • Reflecting on the best moments of the ACG San Diego CapCon23

    By: Paul Bisceglia The ACG San Diego CapCon23 event was an incredible success, bringing together a diverse group of professionals and entrepreneurs from all over the country to share their experiences and insights on the latest trends in in the M&A space. The conference, held at the Omni Hotel in downtown San Diego, where over […]

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