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, CFO Advisory, IPO, IPO Readiness, OCFO

Are You IPO Ready? 7 Key Questions for Financial Leaders

As IPO activity heats up, companies considering a public debut must begin preparations well before filing an S-1. From audit-ready financials to talent alignment and internal controls, this article outlines seven critical questions CFOs and financial leaders should ask to ensure IPO readiness and avoid costly delays.

Banking & Financial, Crypto, Cryptocurrency, Financial Crimes, Regulatory Compliance

Crypto Isn’t Just for Big Banks: Why Community and Midsized Institutions Have a Unique Advantage

With the passage of landmark stablecoin legislation, regulatory clarity is finally here, opening the door for small and midsized banks to take the lead in the next wave of digital asset adoption. Once sidelined by uncertainty and compliance hurdles, these institutions now have both the agility and deep customer relationships to move decisively and strategically into the crypto space.

Anti-Money Laundering (AML), Banking & Financial, Crypto, Cryptocurrency, Financial Crimes, Regulatory Compliance, Risk & Regulatory Compliance

The GENIUS Act Will Have Significant Impact on Banks’ AML compliance—Here’s What You Need to Know

The GENIUS Act is now law, setting a new standard for crypto compliance in the U.S. Banks and stablecoin issuers must act fast to meet strict anti-money laundering (AML) requirements, including annual certifications and independent audits. Most financial institutions aren’t prepared. Find out the critical steps your organization must take to stay compliant and avoid penalties.

Banking & Financial, Community Reinvestment Act, CRA, Regulatory Compliance, Risk & Regulatory Compliance

Regulators Plan to Rescind CRA Final Rule: What Banks Should Be Thinking About Now

Regulators’ reversal of the 2023 Community Reinvestment Act (CRA) final rule has left banks facing renewed uncertainty and a return to legacy CRA frameworks. While the rollback eases some compliance burdens, it also brings risks and operational questions, especially for institutions involved in ongoing exams or M&A. Learn proactive strategies to adapt to the shifting landscape and why prior CRA investments still matter for long-term success.

PE, Private Equity, Private Equity Services

6 Value Creation Trends in Middle Market Private Equity

Lower-middle market private equity firms are evolving their approach to value creation, shifting away from financial engineering toward operational excellence and targeted technology enablement. This Insight highlights how PE firms are driving sustainable returns by streamlining operations, adopting the right technologies, relying on value-creation partners, and strategically repositioning portfolio companies to maximize exit value in today’s competitive environment.

AI, Artificial Intelligence, Salesforce, Wealth Management

Demystifying AI for Wealth Management: From Talk to Action

AI is transforming wealth management, but getting started is the hardest part for many smaller firms. This Insight outlines a practical roadmap to AI readiness, focusing on data quality, executive buy-in, and smart governance. Learn why starting small with clear use cases, such as automating client summaries and advisor emails, can yield big impact. Discover how a rapid proof-of-value sprint can de-risk decisions and build confidence to scale AI strategically.