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Articles, Webinars & Media Appearances
Recipe for a Roll-up
Entrepreneurs in the middle market are often approached by private equity firms or strategic buyers with attractive offers to acquire their businesses. Many of these buyers are conducting the transaction as part of a roll-up strategy. In recent years, the middle market has been rife with roll-up activity, and this trend is likely to continue. In an economic environment where rates are most likely to decrease, we expect more activity and greater opportunities for founders to exit their businesses.
NewEdge Capital Group Lands No. 5 Spot on Barron’s Top 100 RIA Firms List
For the third consecutive year, NewEdge Capital Group has been listed on Barron’s Top 100 RIA Firms list. This year,...
Hey, Old Friends: Bonds are Working Again
Something is stirring. Shifting ground. It’s just begun. This month, investors seem to have finally cast aside their inflation worries as they focus more on risks to global growth. Commodities prices have plunged, bonds are rallying, and central banks are cutting interest rates.
ONWARD: Episode 7
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In our latest episode of Onward, partners and advisors across NewEdge Wealth share stories about the importance of finding your financial quarterback and the significant role they play.
Do the Evolution
In many ways, recent macro and market data resembles Pearl Jam’s cooling of energy, whether we are looking at labor data or equity market leadership and returns. Of course, the biggest question facing investors is if this slowing and cooling of data “does the evolution” into outright weakness for the economy and markets.
A New Hope? Economic and Policy Considerations into Year End
The unofficial end of summer is upon us, and save for a few fleeting days of volatility, it was a fruitful season for diversified investors. Even so, a few storm clouds have begun to descend, with unemployment rising and earnings revisions turning mildly negative.
