Published Articles
Barriers to Mobile-Home Parks Cruelly Limit Affordable Housing Supply
As we watch rent and home prices soar around the country, it's easy to forget that the U.S. housing market includes far more options than just luxury condo towers and single-family homes.
In fact, multi-family dwellings and mobile h...
Death to the car dealership - the Tesla sales model is poised to take over America
Few would mourn the death of the traditional car-buying experience. The haggling and the I-have-to-talk-to-my-manager routine. The multi-hour wait for financing as you sit through sales pitches for extras like leather protection and roof racks. <...
Why Family Offices Should Consider An Overlooked Asset Class
Family offices looking for a recession-resistant opportunity to diversify portfolios may have overlooked a low-risk exposure to a real estate sector that has steadily outperformed higher profile investments such as hotels and apartments. While it...
Are You a Force of Nature Who Attracts People or Scares Them Off?
Company founders are forces of nature. Their driven personalities take their firms from garage to multi-million dollar ventures, while also inspiring passion in those who work for them.
Yet as their companies scale into sprawling affa...
2022 Should Be A Banner Year For MSP M&A Deals
The U.S. M&A market for managed IT services providers (MSPs) was red hot in 2021. We analyzed market activity and reviewed 78 transactions announced during the year. Despite that torrid pace, many buyers missed out on transactions and their a...
New platforms for workers pop up as Americans sign on to the Great Resignation
The "Great Resignation" has defined the trend of U.S. workers quitting jobs at a record pace. But the future of work is being reshaped by the "Great Reimagination."
As employees are breaking out of the 9-to-5 paradigm, they in...
Independent HVAC, Plumbing Providers Should Consider Consolidating
It's getting harder and harder for independent HVAC and plumbing companies to compete with larger platforms.
A confluence of factors - ranging from new technologies, the growing importance of digital marketing, supply chain shortage...
Tech-Enabled Coaching Is Fueling Investment in Professional Development in Higher Education
What do you remember from the last time you had a training day or had to complete an online learning module for work? If you're like most people, the honest answer is varied, from "I remember some" to "I don't remember much."
ESG gives a tailwind to clothing 're-commerce' companies
The gold rush is on for fashion re-sellers like The RealReal, Poshmark and ThredUp as consumers look for clothing that is sourced more sustainably than "fast fashion," which has been linked to poor foreign labor conditions and pollution.
<...
Investors Are Wild About the Pet Industry and There's No End in Sight - Especially If There Is a Strong Online Component
Chances are you know someone whose family acquired a "pandemic puppy" to help them weather the Covid-19 lockdowns. Pets have become beloved, pampered family members whose well-being is viewed as an essential household budget item, making the...
The booming e-sports industry nears an inflection point
Three years ago, 100 million fans around the world tuned in excitedly to watch the final of a major sports tournament. But it wasn't the World Cup final or the World Series; it was the League of Legends championship, which highlighted 24 video...
Private equity is ready to take MSP consolidation to the next level
The outlook for managed services providers (MSPs) remains positive, as increasing complexity and security concerns - driven by the work-from-anywhere environment and high-profile hacking incidents - have moved IT management from being a cost...
A Post-Pandemic Primer For Leaders
The rapid spread of Covid's Delta variant has derailed family vacations, delayed office reopenings and heightened fears that our suspended reality will go on for years to come.
But even with the continued disruption and changing gov...
The Three Cs Create A Dynamic Moment for MSPs
It's a great time to be in the MSP business. The industry finds itself uplifted by a whirlwind of three forces - cloud migration, COVID, and consolidation - that together are creating sunny days for MSP owners and operators.
A ser...
At a crossroads: Hospital execs staring down some of their toughest decisions yet
Prior to the pandemic, hospitals were marching toward solutions that paid homage to the heads-and-beds model, with its tight margins. They were investing in specialists to bring elective surgeries in-house. They were becoming more efficient on th...
Get used to the housing crunch - it will be with us for years - but there will be surprising benefits
If you think the white-hot housing market is a supernova that's destined to burn out, here's some advice: Put on your heat-deflecting space suit.
The factors that led to the housing boom and sellers market are still very much with...
Open-house battles across America will be the norm for at least another year
America is facing its worst housing shortage in 50 years. Don't expect an improvement any time soon.
With a nationwide shortage of 3.8 million single-family homes, it is a fantastic time to be a home seller, but a frightening and fr...
Oral surgery's potential is putting a smile on PE faces
Oral surgery isn't a prospect that patients usually approach with much enthusiasm.
But the specialty is starting to generate excitement among private equity investors as they wake up to its potential to emulate the success they've...
Why disruptive challenges make Japan fertile ground for investors
The common image of Japan is of a conservative country where change happens slowly. That's true, but it's also a society that can shift very rapidly when the barriers to change suddenly fall. At that time, social consensus re-aligns efficient...