December 16, 2019
Converting a business to an employee stock ownership plan (ESOP) model is a growing trend with nearly 6,624 ESOPs and 14.2 million participants nationwide, according to the National Center...
December 16, 2019
In this issue, our Vice Chairman Michael Mitchell discusses how Graham Company is embracing innovation to transform business operations. Given the rapidly evolving threat landscape, Vice President Nic...
October 28, 2019
During Philadelphia’s recent B.PHL Innovation Fest, we had the pleasure of facilitating a discussion about employee ownership as a way to innovate. Held at the Community College of Philadel...
August 21, 2018
The insurance industry remains a hot target for growth and consolidation. Last year, we saw a spike in mergers and acquisitions among insurance brokers with 537 total deals, according to Del...