Insights

Browse below to view our content suite. Here you'll find industry, market and economic insights, original research, and financing strategy stories.
158 items found
09.18.17

Discover 7 uses for funds from a minority recapitalization.

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09.18.17

The U.S. banking sector has been in a protracted rehabilitation process since its near collapse in the aftermath of the 2008 financial crisis. Balance sheets have been restored to the strongest health in decades, earnings and dividends are in a solid recovery phase, and there is significant potential for regulatory relief. This week’s Economic Perspective examines the current fundamental health of the banking sector, and provides a forecast of future industry trends.

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09.14.17
Guest contributor Richard Hokenson, pioneer in the application of demographics to economic and financial market forecasting, shares his insights on the revival of the American middle class.
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09.11.17

Virtually all 500 companies in the S&P Index have reported second quarter operating results, with overall performance closely matching that of the previous quarter. US companies are in the midst of a favorable new earnings mini-cycle, with reported profits increasing at an accelerating rate in both Q1 and Q2, the first back-to-back quarters of double-digit growth since 2011. The question for investors is the sustainability of this positive trend. This week’s Economic Perspective provides an analysis of current business sector trends and a forecast for the next 18 months.

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09.06.17

UK bank regulators to phase out LIBOR as a benchmark reference rate, creating new levels of interest-rate risk for companies that rely on floating-rate bank loans.

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09.05.17
Paul Meiring, Managing Director, and Dave Levine, Vice President, discuss the use of mezzanine financing in lieu of private equity-backed transactions.
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08.29.17
Guest contributor Richard Hokenson, pioneer in the application of demographics to economic and financial market forecasting, shares his insights on wage inflation in August.
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08.22.17
Guest contributor Richard Hokenson, pioneer in the application of demographics to economic and financial market forecasting, shares his insights on housing.
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08.21.17

Various capital options are available to help private business owners meet liquidity needs. The question is, how do you achieve liquidity without losing control of the business?

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08.17.17
Guest contributor Richard Hokenson, pioneer in the application of demographics to economic and financial market forecasting, shares his insights on a month of benign inflation.
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08.14.17

This week’s report is the regular Mid-Quarter Economic Review and Outlook report. The first section of the report focuses on current economic, policy, and investment trends, and in particular, those events and developments that surprised investors during the first half of this year. The second section focuses on key assumptions in the forecast for the economy and financial markets over the next 12 to 18 months.

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08.10.17
Guest contributor Richard Hokenson, pioneer in the application of demographics to economic and financial market forecasting, shares a Fed-friendly employment report.
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08.07.17

Discover 10 benefits to completing a minority recapitalization.

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08.03.17
Guest contributor Richard Hokenson, pioneer in the application of demographics to economic and financial market forecasting, provides his insights on the lack of an acceleration in wage inflation.
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07.27.17
Guest contributor Richard Hokenson, pioneer in the application of demographics to economic and financial market forecasting, provides his insights on the impact of the financial arrangements of families on inflation.
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07.27.17

Anna Sabiston, Director, defines minority recapitalization and how it can help company shareholders achieve liquidity without having to sell the business. 


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07.24.17

Investors continue to exhibit heightened uncertainty with respect to the future direction of the economy, government policy, and financial markets. Major concerns pertain to corporate profit margins, monetary policy, rising mortgage rates, the status of the current eight-year-old equity bull market, deflation, and wage growth. This week’s Economic Perspective provides answers to questions associated with these and other key issues in the outlook.

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