In the News

6/3/2025 |
Tariff uncertainty puts middle-market suppliers in a bind

Massive manufacturing investments get a lot of attention, but those projects are ultimately supplied by a legion of smaller companies. Those middle-market manufacturers face a wave of uncertainty as they try to time their own investments with those of their titanic customers.

6/2/2025 |
CPD: US middle market private credit – the investment case

Interest in alternative asset classes is intensifying as advisers look to improve the return profiles of client portfolios in an increasingly challenging environment. The universe of non-publicly traded debt and equity comprises a wide array of sectors with unique structures and risk-return profiles.

5/28/2025 |
Tariffs Force 81% of Middle-Market CFOs to Abandon Long-Term Investments for Short-Term Tactics

Think consumers are worried about how much more they’ll pay this summer for a new sofa or barbecue grill thanks to the President Donald Trump administration’s global trade war?

Consider the state of mind of 200,000 mid-sized companies that account for one-third of private sector GDP and employment in the United States. These middle-market firms, which span construction, retail trade, healthcare and manufacturing, among other industries, have seen their confidence in handling tariffs collapse.

5/22/2025 |
Commentary: Middle-market private lending can be a port of calm in an uncertain world

4/23/2025 | Reuters
Accounting merger helps balance private-fee books

Buyout barons are wearing pocket protectors and green visors with their tailored suits. Baker Tilly, an accounting firm recently backed by private equity shop Hellman & Friedman, unveiled a plan to merge, opens new tab with rival Moss Adams in a $7 billion deal that would create the sixth-largest U.S. bean counter. Like much investment these days, it turns growing public market liabilities into private market assets.

4/8/2025 |
Unlocking Potential: Empowering the Emerging Middle Market

This special report takes a closer look at emerging middle market companies and aims to better understand their challenges, financial behaviors and digital solution needs.

The report’s findings can help inform decisions of service providers—financial institutions and financial technology companies (fintechs) in particular—as they come alongside these businesses and support this critical phase in the middle market growth journey.