Middle Market Observations & Insights

Bridging the Gap Between Capital Providers and Midsize Companies

“350,000 middle-market companies in the United States — when it comes to accessing capital they've been mostly left wandering in the dark.”

How Midsize Companies Can Access Capital in Turbulent Times

“All kinds of economic warning signs have been flashing for business leaders — in times like these, cash is king.”

How Fintech Platforms Are Changing the Borrowing Landscape

“Every business owner knows the financing landscape has been turned upside-down, but not everyone knows how to exploit the changes.”

A Roadmap for AI in the Mid-Market

“Big companies are devoting millions — even billions — to experiment with AI. But what can your average midsize company do? They have neither the time nor money to experiment.”

A practical, cost-effective roadmap for advisors and mid-market companies to integrate AI — from low-hanging fruit to full operational enhancement.

Agentic AI Fundamentals in M&A | Promise v. Reality (Part 1)

“There are moments when new technology arrives not only with a thunderclap, but also with a longer-term promise.”

Part 1 of a four-part series separating signal from noise on agentic AI across the M&A lifecycle — and why the boundaries must still be set by humans.

Agentic AI Fundamentals in M&A | Promise v. Reality (Part 2)

“Starting the M&A process can be slow, noisy, and time-consuming. The initiation phase is labor-intensive but low leverage.”

Part 2 of the four-part series turns to the initiation and matchmaking phase of the deal cycle — how agentic AI can monitor signals, re-score a living pipeline of targets, and improve the odds of being in the right conversation at the right time, while discernment stays with people.