If you own or manage a company that a private equity firm is looking to acquire, and you plan to stay on after the closing, you’ll likely need to negotiate two key points: rolling over some or all of ...

If a private equity buyer is exploring an acquisition of the company you manage, and you anticipate remaining involved in the business after the sale, there are a number of options that may be ...

In the past, the private equity world has been largely populated by ultra-rich investors, endowments and pension funds. That is about to change. Retirement savers with 401(k) accounts are gaining ...

A change is underway in wealth management M&A. Its growing momentum will be felt by many, but all must understand its implications. We are calling it The Great Private Equity Swap. Since 2020, private ...

A great quarter for private equity giants got even better Thursday with President Donald Trump expected to sign an executive order blessing the inclusion of alternative investments into 401(k)s and ...

As organizations embark on a journey toward growth, their equity requirements change. To drive a culture of ownership, companies must build an effective strategy around equity management. Here are a ...

Corporate mission statements often fall short when it comes to influencing day-to-day behavior within organizations.