Insights

Our subject matter experts provide insights on a broad range of topics, including regulatory compliance updates, the impact of emerging technologies, transaction considerations, and more, helping you stay ahead in an evolving business landscape.

Accounting & Finance Operations Support, ASU, CECL, Credit, Credit Losses, FASB

The FASB Provides a Practical Approach to Estimating Credit Losses

FASB’s new guidance under ASU 2025-05 simplifies CECL requirements for many organizations—especially private companies—by introducing a practical expedient and accounting policy election. These changes reduce the burden of forecasting future credit losses and allow companies to exclude balances already collected before financial statements are issued. Learn how this can streamline your reporting and compliance process.

Corporate Tax Services, FASB, Tax Compliance, Technical Accounting

Nothing is Certain but Increased Income Tax Disclosures

The FASB’s ASU 2023-09 brings new requirements for income tax disclosures—mandating more detailed, jurisdiction-specific data and a restructured rate reconciliation table. With deadlines approaching for public and private entities, now is the time to evaluate your systems and readiness. Learn why these changes matter and what steps your organization should take to stay compliant.

Acquisition, Acquisition Integration, CRM, PE, PE Services, Private Equity Services, Risk Management

Integration: The Make-or-Break Factor in Add-On Acquisitions

In the world of private equity, the success of an add-on acquisition often comes down to one critical factor: integration. From cultural alignment to customer retention and operational planning, integration isn't a post-deal afterthought—it's where value is made or lost. This article offers PE firms a roadmap to ensure their integration approach drives growth, not risk.

AI, Artificial Intelligence, Data Architecture, Data Governance, Data Leaders, Data Science, Data Solutions, Information Management

From Data Governance to AI Ops: Empowering Information Managers

As AI reshapes how we work, the true enablers of data-driven success are emerging: information managers. These professionals bring the governance, organization, and context that AI and analytics tools need to function effectively. Learn how their evolving role is unlocking the full value of enterprise data and driving smarter, faster business decisions.

Banking & Financial, Banking Technology, Core Modernization, Data Governance, Digital Transformation, Technology Enablement

Reimagining Resilience: Strategic Tech Investment and Core Modernization in Banking

As banks and credit unions navigate 2025, operational resilience has become a competitive advantage. Two priorities—aligning tech investments with strategy and modernizing core banking systems—are driving agility, innovation and growth. By shifting budgets toward transformation, embracing cloud-native architectures and strengthening governance, financial institutions can future-proof operations and deliver better customer experiences.

Acquisition Integration, IPO, Key Success Factors, Private Equity Services

Private Equity Consolidation Strategies: Key Success Factors

Private equity firms often unlock value by consolidating fragmented markets—integrating smaller players into unified platforms with greater scale, efficiency, and market power. But success takes more than acquisitions. From market selection to integration, growth investment, customer focus, and exit planning, six key factors can help transform multiple small businesses into a high-performing, valuable enterprise.