Our blog

Featured

How Neurodiversity is Driving Innovation in Technology

For the past few years, three social and economic movements have been picking up speed, changing the way we work forever: digitization, diversification, and the Great Resignation....

Restructuring Business Processes to Increase Operational Efficiency

The Brief In 2018, a private equity firm acquired a national wealth advisory firm, along with most of the firm’s senior leadership team. The firm’s leadership team needed...

Post-Pandemic Success: The Technology Roadmap

This year our society has changed at unprecedented rates, an extraordinary challenge to manage in the marketplace. To adapt to the uncertainty, the tools & technology...

Digital Debt and the Challenge to Stay Ahead: Enter Joint Strike

The Brief In 2012, a national restaurant chain was acquired by a private equity company. This buyout created an opportunity for the chain to invest in a long-term strategic...

4 Tools to Accelerate Your Company’s Financial Planning & Analysis Models

In the not so distant past, corporate finance teams built their models and shared Excel files via email. While this was effective at the time, it has become less efficient when...

Agile Processes Improve Deliverable Quality for National Furniture Retailer

THE BRIEF A national furniture retailer began a company-wide digital transformation in 2017 and began with a website migration to Salesforce Commerce Cloud platform. Shortly...

How to Evaluate Non-Quantifiable Financial Opportunities

Corporate finance professionals are critically evaluated to help the company grow through prudent use of capital. The Chief Financial Officer (CFO) and financial management team...

Is Your Portfolio Ready for Digital Transformation?

A common mantra in the business world is “Every company is a technology company now.” We hear it repeated ceaselessly by a host of industry pundits, tech reporters and...

Measuring Digital Debt: A Structured and Methodical Way to Lead to Record Succes...

Measuring digital debt, the consequence of a poor or insufficient digital strategy, can be tricky for even the most careful insider. It’s all too easy for internal biases or...

4 Reasons Private Equity Firms Should Be Concerned About Digital Transformation

Every business by now is familiar with the term “digital transformation,” and for good reason. When done right, digital transformation has the potential to revolutionize the...

Due Diligence Alert: 8 Technology Landmines to Avoid a Potential PE Acquisition

As companies shift operational processes to the digital realm, any failure to streamline, integrate and consolidate will create technological bottlenecks that might not be...

Technical Due Diligence 101: Three Good Reasons PE Firms Need Pre-Deal Data

In the spirit of the Halloween season, here’s a scary story: A private equity company decided to sell off one of its investments, anticipating a lucrative deal. The company...

Two Forces Behind Credit Union Success: Data Analytics & Personal Relations...

In today's data-driven world, there is more possibility than ever for credit unions to leverage the personal relationships with members that have always given them an edge over...