Derrick Stewart

For #CEPAs and their business-owner clients, the Decide Gate, as defined in Christopher Snider, CEPA's “Walking to Destiny,” represents the culmination of the Value Acceleration Methodology. It’s where business owners, armed with insights from the Pre-Discover, Discover and Prepare gates, make crucial decisions about their future. It's important to note: the Decide Gate isn’t just about exits. For many business owners, it represents a valuable opportunity to double down on growth and take their companies to new heights. How does REAG support CEPAs and their business-owner clients in this process? Join Jaclyn Ring, CMAP, MAMI this Thursday November 14 at 1 P.M. EST for an exclusive Exit Planning Institute webinar "Choosing Growth at the Decide Gate: Value Beyond the Exit." Register now: https://lnkd.in/gZtZBsMm #CEPA #REAG #exitplanning #mergers #business #acquisitions

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Love this interview with Geoff Smart, founder of ghSMART- check out his insights re: the principles of hiring (clip below)

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Pleased to share @Edelman Smithfield’s investor pulse research, “Investor Expectations for a U.S. IPO Market Recovery” The results of this timely survey of 100+ institutional investors paint a clear picture of expectations for a U.S. IPO market that is poised for recovery, as well as notable parameters that investors are using to evaluate high-quality investments. Download the full report: https://lnkd.in/eJM4TehX

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Our Active Management Review is out! See how active equity managers performed by region, sector, and style during the third quarter of the year. https://lnkd.in/gTVyivMB

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Looking for insights to help improve participant outcomes? Join Capital Group at the @Advisor2X Wealth@wor(k) 2024 to dig into three positive behaviors! #RetirementPlanning #RetirementPlan #RetirementSecurity #Advisor2X #JonathanYoung Important disclosures: https://bit.ly/2JzEDWl

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Blue Point Capital Partners and National Safety Apparel (NSA) are proud to announce the acquisition of Tri-Star Glove (TSG), a manufacturer of personal protective apparel, primarily serving the automotive, foundry, fabrication and glass end-markets. TSG is NSA’s 14th acquisition since 2012 and the first investment since partnering with Blue Point less than two months ago. “Tri-Star has developed a reputation for manufacturing outstanding personal protective apparel that spans a variety of project types and serves a diverse group of customers,” said NSA CEO Chuck Grossman. “Through this partnership, we will continue providing premium PPE products to our customers, leveraging our combined experience and industry knowledge.” NSA is actively seeking additional partnerships with like-minded founders and owners of PPE manufacturing businesses. Business owners interested in learning more please contact me. #manufacturing #privateequity Jon Pressnell Rick Soukup Note: Certain statements about Blue Point Capital Partners made by portfolio company executives herein are intended to illustrate Blue Point Capital Partners’ business relationship with such persons, including with respect to Blue Point Capital Partners’ facilities as a business partner, rather than Blue Point Capital Partners’ capabilities or expertise with respect to investment advisory services. Portfolio company executives were not compensated in connection with their participation, although they generally receive compensation and investment opportunities in connection with their portfolio company roles, and in certain cases are also owners of portfolio company securities and/or investors in Blue Point Capital Partners-sponsored vehicles.

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Boards can be a strategic asset and competitive advantage

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Golub Capital has partnered with seven leading business schools to establish or expand Board Fellows Programs at each school, preparing MBA candidates and alumni to become impactful nonprofit board members. Read more: https://okt.to/iStQK4 #nonprofits #boardfellows #impactphilanthropy #socialimpact

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Active voice messaging style is more direct and engaging vs passive #MarketingCommunication #DigitalMarketing #PublicRelations

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Chief Investment Officer Larry Adam helps uncover what's driving the recent surge in bond yields and what this could mean for the economy and financial markets moving forward in his latest Weekly Headings.

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Life Plan Communities have expanded services to further accommodate residents and, in some cases, the surrounding areas. A topic worth exploring further, and one many senior living providers currently offer, is Home and Community-Based Services (HCBS). https://bit.ly/41r5v19

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Capital Group has been in business for 93 years. Take a look at this price book from 1947—1951 that our #CorporateArchives team recently featured. You can see how the hand-written book, used to record the Investment Company of America strategy’s net asset value (NAV) twice a day, demonstrates an early commitment to an enduring legacy. It’s unique to work at a firm like Capital Group that places value on preserving historical evidence like this and bringing Capital Group’s rich story to life. Important disclosures: https://bit.ly/2JzEDWl

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Election years always bring uncertainty, but taking steps to maximize your resources can help end the year on a high note. For instance, reviewing your balance sheet and goals, and consulting with professional advisors can help you make thoughtful adjustments. The key is to start early. In this article, discover our top 10 year-end planning moves to consider now. JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction. https://bit.ly/3TKv5cQ

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"We believe we're entering into the next generation bull market for our clients," said Tom Hulick, CEO of Strategy Asset Managers, LLC., during his sit-down conversation with Fox Business Network last week. Despite summer volatility, SAM sees markets reaching new all-time highs in September and November. Our focus? Energy independence and tech advancements. Intrigued by our optimism amidst economic uncertainties? Discover why our firm is bullish on Constellation Energy Group and Emerson Electric, and how AI is reshaping investment landscapes. https://lnkd.in/g-f5a5vH #ArtificialIntelligence #Nuclear #Energy #ActiveManagement #Emerson #Constellation _________________________________________________ The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. Nothing discussed in this program constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Strategy Asset Managers, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Strategy Asset Managers, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Strategy Asset Managers, LLC unless a client service agreement is in place.

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