Investment BankingHow data centers get financed: an investment banker's view
The capital stack behind a modern data center, what lenders actually underwrite, and what a sponsor should have ready before going to market.
7 min read
AI and CapitalWhere AI is shaping capital deployment: data centers, energy and advanced manufacturing
Where artificial intelligence is already moving real capital, where it is running into physical limits, and where it is still missing from the deal process.
6 min read
InsuranceHealth insurance for self-employed founders in New York
The main ways a New York founder or freelancer can get health coverage, and what to compare before choosing a plan.
5 min read
FinancePrivate credit explained for business owners
What private credit is, how it differs from a bank loan, and when a middle-market company might consider it.
5 min read
M&AHow a middle-market company sale process works, step by step
A walk through the stages of selling a private company, from the first buyer conversations to closing, and where owners most often stumble.
6 min read
M&AHow to prepare your company for sale: a twelve-month checklist
The steps that raise the value of a private company before a sale, from clean financials to management depth and legal housekeeping.
6 min read
BusinessBuy-sell agreements and how life insurance can fund them
How a buy-sell agreement settles what happens to an ownership stake when an owner dies, and where life insurance fits.
5 min read
BusinessKey person insurance: protecting the company if a founder is lost
What key person insurance is, how companies size it, and why lenders and investors often ask about it.
4 min read
InsuranceTerm, whole and universal life insurance explained
A plain-English comparison of term, whole life and universal life insurance, and the questions that decide which one fits.
5 min read
InsuranceLife insurance and estate planning for business owners
How life insurance gives a business owner's estate cash when it is needed most, and what to coordinate with your attorney and accountant.
5 min read
Wealth TransferThe great wealth transfer: what $124 trillion changing hands means for families
Research estimates that more than $100 trillion will pass between generations in the United States over the next two decades. Here is what that asks of families and advisers.
4 min read
WealthManaging and growing wealth while you still run the company
Why a founder or CEO should keep a personal balance sheet that stands apart from the business, and how to build one.
4 min read
FoundersSuccession planning for founders who have just sold
What changes in estate, tax and family planning once a founder turns a company into liquid wealth.
4 min read
BobbyWhy Bobby charges providers a flat dollar
The reasoning behind a one dollar fee per completed service, instead of a percentage commission.
2 min read
InsuranceWhat New York's Regulation 187 means when you buy life insurance
A plain-language look at the best-interest standard that applies to life insurance and annuity recommendations in New York.
3 min read
RothswellWhy Rothswell is being built as one platform
Why I am putting asset management, insurance and wealth management under one name, and what is and is not in place today.
3 min read