Our Point of View

March 4, 2016

Minority Investor Gone Afoul

[article to come]
March 4, 2016

Is All Money The Same Color?

[article to come]
August 4, 2014

Investor Fit

You own a company on the brink of exponential growth. They invest with the money and savvy to make it happen. A match made in heaven? Not so fast. Private equity requires building a relationship that will last in the long run. Receiving funding from a private equity firm requires creating a business relationship that […]
April 4, 2014

Tapping Funding for Growth

It feels like a catch 22: you need funds to grow your business, but banks won’t lend the amount you need. For the business owner, and the banker whose hands are tied by strict debt-to-equity limits, the frustration is obvious. Yet the solution may be just around the corner: private equity. For successful companies facing […]
March 4, 2014

Understanding the Private Equity Process

At Wake Forest University, competitors in the annual venture capital competition get two minutes to pitch their business idea, the classic “elevator speech.” The twist: they and the judges are literally in an elevator. Compared to the high pressure venture capital pitch sessions immortalized in television competitions, the private equity process is a methodical and […]
February 4, 2014

When to Use Private Equity

Your years of working hard are paying off: your company’s prospects have never looked better and your management team has the talent to move the business’ growth into warp speed. But there’s something in the way… something that can be solved by working with a private equity firm. Private equity is not just about money. […]
January 2, 2014

Beyond Debt

As a commercial banker, you pride yourself on serving your clients. But sometimes their dreams just can’t happen with your bank’s lending guidelines. By opening your clients’ eyes to the world of private equity, you can support their growth … and make them a loyal customer. A banker is part of a business owner’s team […]