When Troy Helming created Pristine Sun in 2009, the renewable energy start-up began pursuing multiple paths to growth — an approach the firm soon modified after striking a rich vein of activity inside a fruitful niche market. Join us as Troy explains his firm's unique opportunity and the hardy capital investments that are required to…
Election year for the corporate community can be defined by one word: limbo. This kind of environment can be restrictive for middle market companies considering an exit, as political uncertainty can make decisions more difficult on both the buy and sell sides of a transaction. But democracy reigns in America. This year, business owners can […]
Marcus Wagner, CEO of AcctTwo, Shares His Experience Growing a Middle Market Business and Serving Middle Market Clients Middle-Market Executive host and producer Jack Sweeney was kind enough to invite me to contribute a blog post to expand on some thoughts I recently shared as a guest on the Middle Market Thought Leader podcast. To give a little […]
The loss of a prized employee frequently sounds the alarm inside middle-market firms, where properly boarding new hires can take many months. Join us when Jay Van Orden, CEO of Worldwide Supply, shares his middle-market mind-set and explains why each month the firm allots a percentage of its gross profits to employees. Over the next…
What’s it like being in the computer and audio visual rental business these days? Join us when Peter Handal, CEO, Smart Source, explains how a national footprint and a keen focus on logistics allows Smart Source to respond to the ebb-and-flow of demand for short- or medium-term technology rentals.
It wasn’t too long ago that IT spend as a percent of revenue was the time-honored metric of choice among finance executives determined to keep their firm’s IT spending within the light of day. In fact, many finance chiefs arguably still rely on the metric to provide a quick snapshot of their firm’s appetite for […]
Few industries in recent years have experienced the sting of a changing regulatory environment more than financial services, and few middle-market firms were better wired to help its clients respond to the regulatory ebb-and-flow than Synechron, a technology services firm that has rapidly grown as it serves a distinguished portfolio of banking and Wall Street…
Family-owned companies have always faced unique challenges when it comes to navigating periods of intergenerational leadership change. Join us when Marc Spector, family member, principal, and third-generation business leader, reveals the values and vision that have helped the firm to advance from one generation to the next. ¤
When it comes to growth inside a high-tech firm, one question more than any other demands the attention of finance leadership: Is it sustainable? Join us when Bruce Felt, CFO, Domo, shares his CFO mind-set and explores the challenge of measuring and revealing sustainable growth. ¤
When Carlson Management Consulting last month landed on Inc. Magazine's Inc. 5000 ranking of fast-growth firms, we quickly knew what our topic for discussion should be for this episode of ASK ETHAN. Join us as Ethan Carlson, CEO of Carlson Management Consulting, discusses the role that finance must play when it comes to managing growth inside…
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