To operationalize organizational equity and create enduring value for stakeholders, leaders must ensure that the goals set in the boardroom are directly connected to the metrics that guide daily ...

Jamie Mackay and his firm are staking out an increasingly lonely position in the wealth management world. Processing Content At a time when private equity firms are buying up small advisory practices ...

A team of M&A and legal tech professionals including NexLP founder Jay Leib, have banded together to build a platform that assists private equity firms with portfolio management. PortOptix launched ...

Performance Equity Management has rebranded as Sagard Private Equity Solutions, marking the completion of its integration into Sagard’s mid-market private equity platform. Founded in 2005, Greenwich, ...

Too often, there is misalignment within organizations between the organizational mission statement, the operational reality, the actions of the board and executive team, and customers’ or stakeholders ...

What should I know about this firm? Blank Equity Management LLC is a national financial advisory firm headquartered in Port Washington, NY. The firm has $103.2 million under management and employs ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

TAMPA, Fla.--(BUSINESS WIRE)--Suncoast Equity Management, a boutique investment management firm with a growing presence in the intermediary distribution space, today announces the appointment of Eric ...