Securities and Exchange Commission (SEC) Amends Requirements to MD&A

The Securities and Exchange Commission (SEC) recently adopted new amendments as part of an ongoing effort to “modernize and enhance” regulations related to financial disclosures as well as management’s discussion and analysis (MD&A).

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Navigating Those Critical First 100 Days of Private Equity Ownership

Private equity deals are happening faster than ever: In the first quarter of 2021 alone, mergers and acquisitions are up 94% relative to Q120, with industry veterans expecting even more growth to close out the year.

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Maximizing FP&A’s Value Proposition Through Extended Planning and Analysis

A reintroduction to xP&A As it’s traditionally defined, financial planning and analysis (FP&A) is the set of activities that support a company’s financial health: integrated planning and budgeting, management and performance reporting, and forecasting and modeling.

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How PE Firms Can Drive EBITDA Optimization at Portfolio Companies

There’s no doubt that increasing the value of a portfolio company is an intricate process, and each company brings unique challenges.

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The Future Is Already Here, and CFOs Need to Transform Finance to Survive

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RPA: Private Equity’s Untapped Strategic Driver of Value Creation

Robotic process automation (“RPA”) is one of the latest buzzwords in technology, building interest and demand at a rapid clip.

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How PE Firms Can Maximize Their Buy-and-Build Strategies

Buy-and-build strategies, where PE firms acquire a platform company and then make synergistic investments in smaller companies, have grown in popularity in recent years.

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You’ve heard about Robotic Process Automation: But what can it do for you?

Robotic process automation (RPA) has been a growing topic of conversation in organizations around the world.

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5 Steps to Assess and Address the SEC’s Statement on SPAC Warrants

On April 12, 2021, the SEC issued a statement on the accounting for certain warrants issued by special purpose acquisition (SPAC) companies.

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