Summer 2025 Growth Strategies
Marketer’s Playbook for a Successful Merger
Discover how marketers can turn a merger from a disruptive change into an opportunity to unify brands, engage employees and strengthen client trust.
Understanding the Lifecycle of a Private Equity Investment
Explore the full journey of a PE investment and learn how these deals are reshaping the accounting industry.
How Private Equity Impacts Marketing
Learn how to position marketing as a strategic driver in PE deals and keep both employees and clients aligned through change.
Kristen Lewis provides guidance on how strategic marketing can promote unity, increase visibility and support growth following significant changes within a firm.
Hear what the experts say about communication, positioning and strategy when your firm is going through a merger or PE investment.
From CRM to pipeline management, discover the tech essentials that can make or break your firm’s M&A or PE transition.
See the latest PE activity shaking up the accounting industry and what it means for your firm’s future.
Learn how business developers can stand out and grow in a market transformed by M&A and P&E.
