Private Capital

  • Future Forward 2023

    As we look forward to the future and close out 2022, I would like to offer my reflections, and look ahead to unleashing the possibilities and opportunities that 2023 could bring. I understand and have experienced challenges during 2022 that I am sure many of you will have also felt – whether it be the […]

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  • 2023 Outlook from MBBI’s 11th Annual Private Equity Connection

    By: Brady Paschke This year MBBI (Midwest Business Brokers and Intermediaries) held its annual private equity connection conference in Brookfield, WI – the largest in its 11 year history. Over 340 lower middle market deal professionals, business owners, and private equity firms gathered for an afternoon of networking, a presentation on the 2023 economic outlook, […]

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  • Evolution of Quality of Earnings during uncertain times.

    Evolution of Quality of Earnings Quality of earnings is a foundational element of the pri­vate equity lifecycle, and as the oper­ating environment for PE becomes increasingly complex, it’s critical to get it right. At the same time, it’s become an intensely competitive space where a differentiated experience is key. Em­ploying a seamless experience – that […]

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    Possibilities for Tech Enabled Health Care Investing

    Use case for telehealth and Medicare One of the most robust examples from the pandemic was in telehealth, the most mature tech-enabled care modality to date. The public health emergency (PHE) declaration allowed the Centers for Medicare and Medicaid Services (CMS) to make myriad changes to statutory or regulatory requirements. Key telehealth flexibilities authorized include: […]

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  • Perspectives on Carried Interest

    By: Molly Jones, CPA The past decade has seen a tumultuous amount of changes in the tax law. It should continue to be noted that prior to the Tax Cuts and Jobs Act of 2017, the last major overhaul of the tax code was in 1986. Thus, tax professionals have spent nearly 30 years navigating […]

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  • The Power of Digital in Private Equity

    Whenever you have a highly competitive environment, it becomes even more important to look inside to create improvements. With the private equity game becoming more and more competitive, firms need to find new ways to create value. Unleashing the possibilities with Digital is one of the best ways. One of key learnings coming out of […]

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  • The Road Ahead into 2023

    Labor Day generally marks the end of summer and the beginning of fall. In 2022, it also marks the kick-off of the election season, and more importantly kicks off a time to think about the road ahead of us and the many opportunities we have to make a positive impact. The impact of COVID-19, supply […]

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  • Opportunities for value creation in today’s environment

    Eight months ago, we were coming off a record year in private equity M&A. Investors were looking to ride the fundraising wave of 2021 into 2022.  We were seeing more deals and more profitable exits. Fast-forward to the present, and the focus has flipped to recession risks and concerns. What’s different about today’s economic climate, […]

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  • Digital’s Impact on Front, Middle, and Back Office Operations

    By: Bobby Dormanesh The industry is experiencing the next stage in digital transformation, leveraging data to make decisions and streamline operations. Developing digital capabilities will help save time on sifting through data, protects organizations from human error, and frees up capacity so that you can focus on what is relevant to your organization. Furthermore, digital […]

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  • Second half 2022 opportunity

    As we move into the second half of 2022, there are a lot of adverse conditions we are facing and questions of how we can meet these challenges. As we, at CLA reflect on the first half of 2022 which by historical measures has gotten off to a great start, yes it may not be […]

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