The Lower Middle Market segment in private equity has been greatly impacted by COVID-19. Specifically this segment of the middle market has been seeking more lending relief than the larger players. In fact, more than half of the executives at companies with annual sales of $10M to $50M indicated that they sought special financing to ensure liquidity during the pandemic, and 43% said they plan to do so in the next six months. Nonetheless there are deals being consummated, and given the environment, virtual Zoom meetings have become the common means for moving things to completion. Naturally sectors such as telehealth, pharma/biotech, ecommerce (grocery, meal-delivery, and shopping platforms), data centers & data security, as well as many direct-to-consumer businesses have been in focus as high-growth areas.read more
What is Litigation Finance and how long has it been around? The concept of Litigation Finance has become increasingly popular in recent years and there has been much discussion of this area in the financial media and forums focused on investment opportunities with uncorrelated market returns. Although sometimes presented as an untried and untested offering, it is not in fact, a new phenomenon at all.read more
Not so fast.....picking your suppliers should be done with quality in mind to avoid any Gaps in service.
Assessing supply chain risk is imperative. Simply put, the operation needs to run smoothly, with no disruption from a revenue standpoint or to a company’s reputation and brand. As much as its people and products, an organization’s suppliers and service providers are a cornerstone of its success and its ability to deliver value to its customers.read more
Throughout my career, I have been a member of some fantastic research-oriented organizations in the financial services industry, all of which focused on the numbers. Whether it be evaluating credit worthiness, interpreting bond and loan documentation, spotting aggressive revenue recognition tactics, or measuring macroeconomic impact, these organizations sought to detect catalysts that could change how investors would value the company. However, what these services did not focus on was the appraisal of a company's reputation in the eyes of its customers and its investors.read more