Insights

Should You Have to Pass a Test to Invest?

As investors flock to volatile markets like meme stocks and cryptocurrencies, long-standing regulations prevent many from accessing private investment opportunities. This article explores the evolving debate over the “accredited investor” definition, the proposal to open private markets to more individuals, and the importance of financial education in making smarter investment decisions.

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Hire the Best People

What good is a plan developed by the wrong team, or without the right team to execute on it? Follow the logic of those two questions and one thing becomes clear: before you do anything else, make sure you put the best talent in the best places. In other words, get the WHO right, and the WHAT will follow.

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Buy a Business or Start One? The Dan Oppedisano Interview

Should you buy a business or start one? In this interview, Dan Oppedisano explains how searching for a business to buy convinced him to start his own.

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What Makes a Portfolio Company CEO Great?

What does it take to be a great CEO at a private equity backed portfolio company? This post describes what the best CEOs do well.

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Successful Self-Funded Searcher: Mason Barrett

Buying a business is challenging, even when you know the right steps to follow. This interview introduces a successful self-funded searcher to help provide more details surrounding the process of sourcing, closing and running your first business.

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