Private Equity Ideas & Insights

Our perspectives on the issues and ideas most important to private equity.

Subscribe to Transaction Digest

(* = Required fields)

Additional insights that may be of interest 


Q1 2020 Dealmaker Roundup

As software has grown exponentially as an industry, private capital has flowed into the sector in greater and greater amounts.


How to prepare for a first year audit after acquisition

Audit readiness shouldn’t be an afterthought of an acquisition. Being well prepared minimizes financial risks to your private equity firm.

  • Steve Koltun, Steven Heyendal


2020 tax planning ideas for investment fund owners

Learn about the tax opportunities and challenges facing private equity and hedge fund owners which should be revisited in 2020.

  • Christa Clark


Tax trends and planning considerations for fund owners

New tax laws and industry trends create planning opportunities for fund owners and management firms in the year ahead.

  • Craig Wickwire


From fund to family office: Key questions to consider

Some hedge fund managers are making the move to restructure their wealth as a family office; however, there are key areas to consider.

  • Benjamin Berger, Christa Clark


An in-depth look at transactional data is irreplaceable

Failing to uncover significant operating and financial performance drivers can put a deal and the investors at risk and it’s not necessary.

  • Mark Cox, Patrick Harsnett


Q3 2019 Dealmaker Roundup

A panel of private equity deal experts address Q3 deal activity and share thoughts on investment opportunities in financial services.


Disrupted health care: Is your business a Netflix or a Blockbuster

How is disruption in the health care industry impacting patients? RSM experts discuss this important trend. Listen and learn.


Private equity: What's in it for the doctors?

As PE firms are increasingly investing in healthcare businesses, what are the economics of such deals on doctors? Listen and learn.


Bots can make businesses healthier

RPA delivers the ability to automate highly-manual, yet low complexity processes to improve accuracy and speed with lower costs.