Strategy & Innovation
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EV Charging Infrastructure Startups: Navigating Challenges and Unlocking Opportu...

The global transition to electric vehicles (EVs) is accelerating, driven by technological advancements and strong government initiatives to reduce carbon emissions. As a result,...

Microsoft and Apexon: Co-pilots for Enterprise Success

In today's competitive business landscape, selecting the right technology platform is crucial for success. Microsoft, a renowned name in enterprise computing, continues to...

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...

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...

Eliminating Digital Debt for National Restaurant Chain

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 plan...

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...

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...

How Digital Disruptors Are Changing Private Equity

As technology advances, so, too, must the industries that use it. Over the past decade, digital disruption has been a given – the most obvious example is Amazon completely...

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...

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