Partner, Financial Services Senior Analyst
Areas of focus: Financial Services
Anthony is a Partner at RSM US LLP with over thirteen years of experience at the firm. He serves as the Connecticut Financial Services Leader and his client responsibilities includes private equity funds, including those with multiple co-investment vehicle arrangements, hedge funds, fund-of-funds, real estate investment companies, and asset lending businesses.
In January 2018, Anthony was selected as a senior analyst in RSM’s cutting edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions impacting middle market leaders. Anthony’s focus is on the financial services industry.
With the rise ESG for private equity firms, validated data and reporting excellence are the future of corporate responsibility.
Without standardized reporting, it’s difficult to track environmental, social and governance performance in middle market companies.
For the financial services industry, rising interest rates call into question how investors will deploy capital in 2019.
Co-investment has long been a feature of private equity buyout transactions and lately has been increasing in popularity.