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Financial Services

Why IT Integration Can Make or Break Portfolio Performance Acquisitions often move fast, especially in private equity. But once the ink is dry, the real work begins and IT is one of the most critical…

Jeff Moen, Director, Sales, Private Equity
August 6, 2025 2 Min Read

  From Lender to Licensed Bank Since its founding as Vida Homeloans in 2016, Vida Bank has steadily grown its footprint across England ...

Thrive
July 3, 2025 3 Min Read

  Oak Harvest Financial Group has spent over 15 years helping pre-retirees and retirees plan their futures with full-service retirement...

Thrive
June 26, 2025 3 Min Read
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When it comes to private equity, speed and certainty are everything. But amid the push to close deals quickly, many firms risk overlooking critical factors that can affect value post-close, particularly when it comes to…

Kevin Ellis, EVP, Private Equity Sales
June 19, 2025 2 Min Read

As portfolio companies harness digital technologies to drive growth and innovation, they become increasingly reliant on cloud computing and interconnected systems to streamline operations and enhance productivity. However, with these opportunities come inherent risks, including…

Thrive
August 30, 2024 < 1 Min Read

Thrive is continuously monitoring changes in the regulatory environment to ensure we are prepared to help our clients achieve and maintain compliance. The U.S. Securities and Exchange Commission (SEC) adopted updates to Regulation S-P (Reg…

Alexander Byrne, Director of Compliance
May 24, 2024 7 Min Read

While the performance in 2024 has been moderately positive year-to-date, the hedge fund industry faces the challenge of safeguarding these g...

Jim Nekos, Managing Partner, Financial Services Practice
May 24, 2024 2 Min Read

As portfolio companies harness digital technologies to drive growth and innovation, they become increasingly reliant on cloud computing and ...

Thrive
April 16, 2024 < 1 Min Read

When it comes to a portfolio company’s operational efficiency, the right technology decisions and investments can lead to long-term su...

Kevin Ellis, VP of Sales, Thrive
January 26, 2024 3 Min Read

Safeguarding member data within credit unions transcends a mere legal obligation; it’s an essential cornerstone of building trust. Members place implicit trust in credit unions to protect their financial information and elevate data security to…

Scot Guido, Managing Partner, Financial Services, Thrive
November 17, 2023 2 Min Read

In today’s changing digital landscape, cybersecurity has become a pivotal aspect of due diligence in private equity (PE) transactions. With the growing threat of cyberattacks, integrating robust cybersecurity assessments into the due diligence process has…

Kevin Landt, VP of Product, Cybersecurity
November 10, 2023 2 Min Read