Balancing domestic strength with global opportunity
Glenmede’s David Legeay on how macroeconomic tailwinds and market cyclicality are making the case to expand capital allocation beyond U.S. markets.
Why leaders don’t chase outcomes
Our Lady of the Wayside’s Terry Davis on what it takes to regularly create successful outcomes even as priorities continuously shift.
Maximizing revenue through modern communications infrastructure
Blue Technologies’ AJ Jeffers on the role of modern cloud phone systems in capturing revenue, streamlining workflows and maintaining regulatory compliance.
Maximizing Section 1202 tax exclusions in strategic mergers and acquisitions
Brady Ware’s Kristin Krabacher on the core considerations governing Qualified Small Business Stock preservation during M&A transactions.
Balancing caution, AI acceleration and liquidity in M&A
Middle-market M&A and VC leaders say they’re operating in a market defined by selective deployment and heightened discipline, outlined by AI. Here’s their take on the state of the market and their expectations for how the deal year will finish out.
Common process pitfalls that can tank a deal
Brady Ware’s Robert W. Evans on the hidden realities of an M&A deal and how both sellers and buyers can insulate themselves from the worst outcomes.
Where does wealth silently leak away?
The 4:8 Group’s Bob Bove on why wealth management is best handled through a synchronized approach where professionals across disciplines operate under unified leadership.
Optimizing efficiency through strategic print management
Blue Technologies’ Dale Bielek on how a structured print strategy eliminates hidden expenditures, recaptures capital and streamlines workflows.
The importance of building and aligning key relationships when growing
First Federal Lakewood’s Mitch Duale on the importance of having a trusted team that helps guide financial, legal, operational and strategic decisions.
Northeast Ohio Deal Activity, July 2026: Seller valuation expectations vs. buyer discipline
In May 2026, the Cleveland M&A market saw continued expansion, with year-over-year deal volume increasing by 40 percent relative to the same period in the previous year.