Oil and gas asset values have experienced tremendous volatility over the past year. They have almost returned to where they started in 2020. However, most investors have experienced that unpredictable ...

In my work, I encounter complex equity structures across a range of scenarios and companies, but the most common is stock-based compensation for start-up companies. Whether you're an auditor or a CFO, ...

In this article, we examine key considerations for DC plan fiduciaries seeking to incorporate private equity in their ...

As financial advisors age and start to think more carefully about their succession plans, they’re determining how to monetize their practices, create continuity for clients, and offer opportunities to ...

With tech IPOs plunging from 65 in 2021 to just 30 in 2024, investors who are anxious for exits have tightened their screening criteria for new deals. Despite the heightened challenges, equity ...

For years, advisors in the independent channel seldom worried about creating equity ownership tracks for their firms’ junior associates. But as advisory firms have become more complex and ...

OpenAI negotiates $10B joint venture with TPG, Bain, and Brookfield. Anthropic pursues rival deal with Blackstone. Both target enterprise markets before IPOs.