C-Suite Advisors

Finance

Top Posts

Despite the Downturn, Raise Your Seed Round in the U.S.

Minority founders will have to work twice as hard, but the U.S. is still the place to do it
By Joseph Rutakangwa | Rwazi

How Can Fintech and Crypto Companies Succeed in 2023?

Starting a crypto or fintech company is more expensive than ever before, which can intimidate investors and...
By Felix Römer | Gamdom

What Lies Ahead in Disruptive Innovation—and How You Can Benefit, Part ll: Dislocations = Opportunities

The pace of innovation is accelerating and tech reinvestment is growing, yet most innovative companies are...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

What Lies Ahead in Disruptive Innovation—and How You Can Benefit, Part I: the Challenges and the Dislocation

Challenges always present opportunities for smart, steady, and observant investors.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Seeking Private Equity Partnerships—Rules of Engagement for Growth Businesses

The Vice President and Founding Partner of 3 Rivers Capital share the best strategies for increasing the...
By Rob Carskadden | 3 Rivers Capital

Will It Be Different This Time? Part III: Acting from Foundation Instead of FOMO

Investors plagued by fear or greed can continue to accumulate by sticking to the fundamentals.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part II: Current Financial Trends

Are we due for another collapse? The current investment landscape and how it affects financial professionals....
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part I: A Closer Look at Financial Bubbles

An inside look at past bubbles, why they develop, and how we as investors and advisors can stay out of...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

How Private Company Employees Can Potentially Create Liquidity

Liquidate private stock and repay with an IPO.
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

How to Vet a Private Equity Partner

Five questions to ask yourself before you set out on the journey of private equity investment.
By Drew Sheinman | Brand Velocity Partners

Evaluating the Area of Celebrity Endorsement

How to know when a prominent spokesperson is right for you.
By Mike Martinez | Yes Studio, LLC

How Digital Solutions Helped Our Bank Grow Despite the Pandemic

A lack of face-to-face banking was no barrier to success.
By Ash Patel | Commercial Bank of California



C-Suite Advisors