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How Wealth Managers and Private Fund Managers Can Find Each Other
Private markets are becoming a more prominent part of wealth-management conversations. In the fourth annual CAIS-Mercer survey of nearly 800 financial advisors, 90% said…
How Apis & Heritage Is Using a $250M Fund to Turn Employees Into Business Owners
By Tony O. Lawson I first interviewed Apis & Heritage Capital Partners founders Todd Leverette and Philip Reeves in 2021. At the time, their…
Black-led Venture Capital Firms | Vol. 3
By Tony O. Lawson Black-led venture capital firms continue to expand the range of investment strategies, sectors, and stages represented across the private markets. The…
How Big Dave’s Cheesesteaks Is Building a National Franchise Brand
Big Dave’s Cheesesteaks began in a 700-square-foot gas station in Dunwoody, Georgia, serving cheesesteaks inspired by founder Derrick Hayes’ West Philadelphia roots. The Atlanta-born…
Jacob Walthour Jr.: How Blueprint Capital Advisors Invests Beyond the Numbers
By Tony O. Lawson Investment decisions often begin with financial models, historical performance, and market data. Jacob Walthour Jr. believes those inputs are essential,…
Black-owned Logistics & Transportation Companies | Vol. 1
By Tony O. Lawson Every shipment arriving at a warehouse, retail store, construction site, or front door depends on a logistics network that keeps…