Sam McQuade

Great news for North Texas! Y'all Street continues to gain momentum with the approval by the SEC for Texas Stock Exchange | TXSE Group Inc to begin operations as a national stock exchange.

19

US Capital Markets are unrivaled and this announcement from JPMorganChase is going to ensure that a lot more of it is focused on the most exciting opportunities to build the next generation of infrastructure and manufacturing in the US (and with US allies). An yes, there is a bunch of climate mitigation and adaptation on the list. We have noted for a while that companies should build with equity as well as non-dilutive capital. So this really resonates - "The firm will make direct equity investments of up to $10 billion as part of the $1.5 trillion initiative". That's $1.49t of stuff that VCs don't do. Wawaweewa very nice! We've seen private credit outgrow VC dramatically in recent years. But it's relatively much harder to find investors and figure out who to work with. But banks like JPMC can make hardware a bit less hard by having a full capital stack and a relationship manager to simplify that stack. Great for bank revenue and great for founders - no more weird late stage stuffing of capital on to cap tables that usually result in common stock getting wiped out. I hope more large financial institutions will copy this. https://lnkd.in/gMigxnq5

28

Regulators expect reliable, transparent CECL models. PCBB’s CECL FIT® platform combines intuitive modeling, clear reporting, and access to experienced advisors to streamline your CECL process and help you stay “pre‑exam ready” while understanding the impact on earnings and capital.​ Whether you are wrestling with resource-intensive spreadsheets and manual processes, or anticipate growing out of your current CECL processes, PCBB's solution - and our adviosrs - is here to help. See how CECL FIT® can modernize your CECL process: https://lnkd.in/eW_ry9Gz

6

Wealth professionals looking to introduce private market investments into client portfolios are finding that client education is essential. Managing Director James Martin shares a key insight from our Global Private Wealth Survey that highlights how stronger education equips clients to confidently embrace private markets.

17

Very interesting stats here on CFO compensation for P/E backed companies. I'd be curious to see what percentage of P/E CFO's receive any equity payouts.

4

4 Comments

The Family Office Playbook covers: - Holdco design - Tax architecture - Private markets - Deal flow - Protection layers - Legacy planning Not theory. The systematic approach founders actually use to build generational wealth. https://lnkd.in/eZGvFrRg

1

1 Comment

Most problems in LLC-to-C-corp conversions are predictable and preventable. The biggest issues typically arise not from obscure tax rules, but from deferred decisions around economics, incentive equity, convertibles, and cap table alignment. A disciplined conversion process focused on early planning, clear documentation, and stakeholder alignment can reduce friction, preserve value, and avoid costly cleanup later. Read more: https://zurl.co/mUJOL #MergersAndAcquisitions #Startups #CorporateLaw #PrivateEquity #QSBS

2

Cardano’s Hoskinson Demands “Apology” After Clearing Audit Vindicates Him Cardano founder Charles Hoskinson is calling for public apologies after a third-party audit by BDO and McDermott Will & Schulte cleared him of allegations he had misused ADA funds tied to the 2021 voucher program. The forensic report confirmed that 99.2% of ADA vouchers were redeemed and found no evidence of wrongdoing, prompting Hoskinson to say, “Waiting for the apologies to come rolling in.” Tensions with the Cardano Foundation remain palpable as he pushes for accountability. #TOBNews2025 #Cardano #Hoskinson #CryptoAudit #Accountability

1

1 Comment

This conversation is a timely one, as more attention is turning toward alternative investments and how everyday investors can diversify beyond stocks and bonds. Thanks, Michelle Thomas for joining me! If you’ve ever wondered how to put your IRA to work in private equity or other alternative assets, this episode is a must-listen.

25

Are you a foreign partner or investor in a U.S. business partnership? Then you likely need a U.S. Tax Identification Number (ITIN) to stay compliant with IRS rules. Our latest article breaks down why an ITIN isn’t optional, it’s essential for proper tax reporting, Schedule K-1 issuance, and avoiding unnecessary withholding. Here’s what you’ll learn: • When foreign partners are required to get an ITIN • How to apply using Form W-7 through an IRS Certified Acceptance Agent (CAA) • What happens if you don’t provide a valid tax ID • How obtaining your ITIN protects your refund rights and compliance record At TAX AND ACCOUNTING HUB, we help foreign partners and global investors obtain ITINs efficiently through our IRS-approved CAAs in the UK, Singapore, India, and UAE. Ensure your partnership income is reported accurately and your U.S. tax obligations are handled smoothly. Read the full article here: https://lnkd.in/dqssxQ_t #USTax #ITIN #TaxCompliance #ForeignPartners #IRS #ExpatTax #BusinessPartners #TaxFiling #TaxAdvisory #TaxAndAccountingHub

1

Download the November 2025 A&D Manufacturing Monthly from Janes Capital Partners. The report covers the latest M&A deal activity and valuation trends in the aerospace & defense manufacturing sector. Read more: https://lnkd.in/g_kkfUB5 #JanesCapitalPartners #Aerospace #Defense #InvestmentBanking #Manufacturing #PrecisionManufacturing #PrecisionMachining #CNC #CNCMachining #Forming #SheetMetal #Fabrication #TubeBending #Welding #Brazing #Bending #Anodizing #Plating #HeatTreat #Boyd #Eaton #ForesightFinishing #ValenceSurfaceTechnologies #BGTAerospace #Kaney #TriMasAerospace #Tinicum https://lnkd.in/g_kkfUB5

8

Our short guide on making IR teams more scalable 🚀 Holland Mountain's latest short clip from Jeremy Hocter outlines the challenge we see every day, and how the most effective firms are responding with smarter processes, better controls, and automated reporting. If you're rethinking how your IR team operates, this is worth a minute. Full guide on our website 👉 https://lnkd.in/eAdB4d5t Holland Mountain | PE Stack by Holland Mountain

31

FUNDED: $3,000,000 Revenue‑Based Financing Sector: Tissue & Paper Manufacturing Location: Florida We’re proud to announce a $3MM Revenue‑Based Financing facility structured for a growing tissue and paper manufacturer in Florida. This flexible solution empowers the company to scale production, strengthen supply chains, and seize new opportunities — with repayment aligned to revenue performance. ✅ Deal Highlights: • $3,000,000 Revenue‑Based Financing • Tissue & Paper Manufacturing Sector • Florida‑based operations with expanding reach • Supports working capital, production growth, and strategic initiatives #ManufacturingIndustry #TissueAndPaper #RevenueBasedFinancing #FloridaBusiness #EBFS #GrowthCapital #WorkingCapital

14

CSI Group Continues Strategic Expansion with the Acquisition of Two Established Tax Firms CSI Group continues to grow with the acquisition of two established tax firms: Theodore W. Angowski, CPA, LLC in West Orange, New Jersey, and J.D. Pantzis CPA PC in Brooklyn, New York. These acquisitions represent another important step forward in our vision to become the most trusted financial partner on every Main Street in America, expanding our reach while preserving the local relationships and personalized service our members value. Through these acquisitions, we are now able to offer the full CSI 360 experience to even more members, delivering integrated tax, advisory, financial, and estate planning services in a seamless, member focused way. We are proud to welcome these teams into the CSI family and look forward to continuing to deliver exceptional, integrated services to the communities we serve.

25