Stratus’ Post

While I'm happy about all of these great additions to the firm, I'm particularly excited that we brought Derek Ko back to Summit. He builds on the value our Tech Transactions team brings to clients: deep experience as in-house counsel. Every outside counsel will work to understand your business. We also understand what it's like to work with engineers trying to launch products and sales and procurement teams trying to close deals, so we communicate legal risks in ways that won't require you to translate that guidance for your business teams and we go beyond the legal analysis to help you brainstorm practical ways to mitigate those risks.

How does the pursuit of impact create value? While each portfolio company is different, this new report from the Impact Capital Managers and Tideline teams does well to showcase the many different approaches impact investors can bring to value creation to drive both financial and impact performance. Our work with Redcliffe Labs is showcased in a case study on page 50, including detail on our work to enhance the company's acquisition strategy, governance and product development. Read it here: https://lnkd.in/edKRbMXa #impactinvesting #impinv

And we're back with the third edition of our flagship annual report: Ledgy's State of Equity and Ownership 2024! We surveyed 2,500 people from 10 markets to give you the latest data on equity, fundraising, IPOs, hiring, culture and more. Some especially thought-provoking insights: Equity is a powerful retention tool: Almost half of employees (43%) report that if their employer offered them a top-up equity grant, they would be more likely to stay with their company for longer. Companies are not educating all employees equally: 87.4% of C-suite executives know their company’s latest valuation, compared to just 36% of junior employees. Is your company beating these odds? Head to the comments below to get the report and let me know your thoughts!

Thank you Jack Sharry for hosting me to talk #marketing and #organicgrowth in Financial Services! WealthTech on Deck

What are NewEdge Capital Group's plans in M&A? WSR’s Chris Latham speaks with Alex Goss, CFP® to get his insights from the ECHELON Partners Deals & Dealmakers Summit. #financialadvisors #wealthmanagement #wealthsolutionsreport

Learn the basics of customary equity incentives and how they are used to attract and retain top talent in a competitive market during tomorrow's ScaleUp Speaker Series session, offered virtually and in-person in Palo Alto: https://bit.ly/3VAnkIc

M&A is a people business. Learn more about how Datasite's acquisition of MergerLinks will further expand information on the people behind the deals from Datasite's Doug Cullen in Financial News. #wheredealsaremade

M&A is a people business. Learn more about how Datasite's acquisition of MergerLinks will further expand information on the people behind the deals from Datasite's Doug Cullen in Financial News. #wheredealsaremade

M&A is a people business. Learn more about how Datasite's acquisition of MergerLinks will further expand information on the people behind the deals from Datasite's Doug Cullen in Financial News. #wheredealsaremade