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  • Owner to Owner Q4 Issue 2024
    October 23, 2024
    • Capital Partners
    In this issue of Owner to Owner, we review the business environment as we enter fourth quarter 2024 and explore how departing leaders can smoothly transition from owning a business. We also lay out strategies for business owners to make the most of the current gift tax exemption amounts, and take a look at key findings from our second annual Private Business Owner Survey.
  • October 23, 2024
    • Capital Partners
    Michael Conti, Jack Goryl, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • October 23, 2024
    • Capital Partners
    Many leaders struggle to separate their identity from their business, which is why openness to exploring a future for themselves represents a crucial turning point. We lay out several steps owners can take to begin their journey to a successful business transition.
  • October 01, 2024
    • Capital Partners
    Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.
  • Owner to Owner Summer Issue 2024
    July 09, 2024
    • Capital Partners
    In this issue of Owner to Owner, we delve into the music-related artificial intelligence space, navigate the intricacies of selling or leaving a family business, and provide tips for corporate liquidity management.
  • Eddie Hsu and Geraldo Ramos
    July 09, 2024
    • Capital Partners
    Artificial intelligence (AI) is at the forefront of everyone’s minds lately – and this is no different in the music industry. We sat down with Geraldo Ramos and Eddie Hsu, co-founders of Music.AI, to discuss the process behind launching and growing their company, how they stay unique in a competitive space, and what the future holds for AI and music.
  • growth in business and finance, growing graphs and charts with statistics and digits
    • Capital Partners
    Head of Corporate Advisory & Banking Lewis Hart, Managing Director Alex Toskovich, and Associate Turner Banwell cover how active corporate liquidity management can foster business resilience and growth.
  • ""
    • Capital Partners
    The decision to pursue an outside exit strategy, as opposed to a traditional family ownership succession path, is a difficult one. We lay out several steps that owners who are grappling with this issue can take as they seek to determine the best strategy for themselves, the family and the business.
  • ""
    March 07, 2024
    • Capital Partners
    Michael Conti, Jeff Miller, Neriah Ray-Saunders, Jack Goryl and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Owner to Owner Fall Issue 2023
    October 25, 2023
    • Capital Partners
    In this issue of Owner to Owner, we explore strategies for successful communication in a private business, examine factors that come into consideration when debating whether now is time to sell the family business, and review key findings from our inaugural Private Business Owner Survey.
  • Virtual upward arrows hologram on modern architecture background.
    October 25, 2023
    • Capital Partners
    Michael Conti, Grant Smith, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Two talking business people with discussion message bubbles in minimalistic vintage style. Concept of communication.
    October 25, 2023
    • Capital Partners
    Head of the BBH Center for Family Business Ben Persofsky discusses four strategies for improving communication in a private or family-owned business.
  • ""
    • Capital Partners
    BBH Partner Kathryn George, Head of the Center for Family Business Ben Persofsky, and Senior Wealth Planner Ali Hutchinson explore the various roles of a family business’s board of directors in succession planning.
  • ""
    August 28, 2023
    • Capital Partners
    John Secor and Kyle Gordon discuss a key issue faced by family businesses: the difficulty of managing capital and liquidity demands. They zero in on a critical factor of finding the right balance – patient capital – and provide advice on how family businesses can achieve this important objective.
  • Your business is not your story: a conversation with Murray Nossel, Co-founder of Narativ
    August 16, 2023
    • Capital Partners
    In this issue of Owner to Owner, we speak with Murray Nossel, co-founder of Narativ, on the value of creating a legacy story, review the potential effects of the Inflation Reduction Act on private business owners, and outline how to establish a dividend policy for the family business.
  • ""
    • Capital Partners
    Michael Conti, Jeff Miller, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Murray Nossel
    • Capital Partners
    In this issue’s feature interview, we speak with Narativ Co-Founder Murray Nossel about his passion for storytelling, why it’s so important that people – especially business owners – record their stories, and how they can negotiate their legacies.
  • ""
    August 16, 2023
    • Capital Partners
    Lewis Hart, our head of corporate banking, reviews the potential effects of the Inflation Reduction Act tax credits and more on private business owners.
  • ""
    August 08, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch looks at Mihaly Csikszentmihalyi’s research on the idea of “flow,” or energized, focused enjoyment of a task. He discusses how owners and managers can cultivate flow at work to their employees’, and business’s, benefit.
  • ""
    August 02, 2023
    • Capital Partners
    In the feature article of this issue of Women & Wealth Magazine, we sit down with three innovators in women’s health – Dr. Connie Lehman of Clairity; Heather Monroe, LCSW, of Monroe Wellness; and Dr. Katherine Saunders of Intellihealth – to discuss how they are working to change paradigms in their areas of expertise, why preventative medicine is so important, and how the industry is shifting toward more personalized methods of treatment.
  • ""
    July 25, 2023
    • Capital Partners
    BBH Principal Adrienne Penta looks at insights gathered from our inaugural Private Business Owner Survey, focusing in on the attitudes of private business owners toward economic uncertainty and investing.
  • ""
    May 09, 2023
    • Capital Partners
    The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of dollars of tax can be saved – and with proper planning, potentially even more.
  • ""
    April 27, 2023
    • Capital Partners
    In this issue’s feature article, we highlight an inspiring group of women business owners and leaders and share their insights as they anticipate the opportunities and challenges of 2023.
  • ""
    April 27, 2023
    • Capital Partners
    In this issue’s infographic, we look at the state of women business owners and the next generation of women entrepreneurs – why they are starting businesses and how they are doing.
  • Christina Pardy
    April 27, 2023
    • Capital Partners
    In “Five Questions,” we speak with Christina Pardy, founder of Sh*t That I Knit, about what led her to start the company, what it takes to be competitive in the sustainable clothing space, and how she navigates challenges.
  • ""
    April 06, 2023
    • Capital Partners
    Drew Lichter, vice president of corporate strategy and development at Mobius Risk Group, discusses the advantages of using financial instruments and market strategies to hedge against commodity price risk.
  • ""
    March 30, 2023
    • Capital Partners
    In light of recent headlines, Head of Corporate Advisory John Secor looks at cash management options for private business owners.
  • Owning the supply chain to deliver the highest-quality products- a conversation with Dan Phipps, CEO of Red River Foods.
    March 29, 2023
    • Capital Partners
    In this issue of Owner to Owner, we speak with the CEO of Red River Foods about owning the supply chain, assess pathways to joining (or not joining) the family business, and look at research on how wealth might influence happiness.
  • ""
    March 29, 2023
    • Capital Partners
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Dan Phipps
    March 29, 2023
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we speak with Dan Phipps, CEO of Red River Foods, about how the company has approached global expansion, what it takes to ensure the highest-quality products, and where he feels the most excitement in the food industry.
  • ""
    March 29, 2023
    • Capital Partners
    We sit down with Adriano Barilla of Barilla Pasta and Brandon Farmer of CSC Sugar for a look at the process of joining (or not joining) the family business through the lens of the next generation.
  • ""
    March 29, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch shares insights gleaned from research on how money – and in particular, wealth – might influence happiness.
  • ""
    March 07, 2023
    • Capital Partners
    BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
  • Christina Pardy
    December 15, 2022
    • Capital Partners
    In our winter Next Gen Spotlight, Mackenzie Dowling sits down with Christina Pardy, founder and CEO of Sh*t That I Knit, to talk about turning your side hustle into a full-time job and giving back to others all at the same time.
  • ""
    • Capital Partners
    Adrienne Penta, executive director of the Center for Women & Wealth, and Ben Persofsky, head of the BBH Center for Family Business, share insights gleaned from recent BBH research on how family businesses can be inclusive in developing future leaders.
  • ""
    October 24, 2022
    • Capital Partners
    In this issue’s “By the Numbers,” we look at the significant impact of family-owned businesses in the world and their communities, as well as how they are measuring up on diversity and inclusion.
  • Michael Russell Jr
    September 29, 2022
    • Capital Partners
    In our fall Next Gen Spotlight, Mackenzie Dowling sits down with Michael Russell Jr. to talk about growing up in a family business and forging your own path.
  • ""
    • Capital Partners
    Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.
  • Suzanne Brenner and Justin Reed
    December 03, 2021
    • Capital Partners
    Adrienne Penta, Executive Director of the Center for Women & Wealth, sat down with Suzanne Brenner, BBH Partner and Chief Investment Officer, and Justin Reed, Deputy Chief Investment Officer, for a candid and insightful conversation on creating a diverse team with an inclusive culture. They explore how and why that may lead to better outcomes for our clients.
  • Danielle Duboise and Whitney Tingle
    July 13, 2021
    • Capital Partners
    We speak with Danielle Duboise and Whitney Tingle, co-founders and co-CEOs of Sakara Life, who started the company with $700. Now, Sakara Life has delivered millions of organic plant-based meals nationwide, enabling customers to transform their lives through the power of food as medicine.
  • ""
    • Capital Partners
    Growth, liquidity and control are all interests core to private business owners, but they don’t always align. In the feature article of this issue, we speak with Rob Lachenauer, Managing Partner of BanyanGlobal, and Ben Persofsky, Executive Director of the BBH Center for Family Business, about the complications that arise around these strategic decisions when there are multiple owners with different priorities and how private business owners can best manage these competing interests.
  • Victoria Mars
    June 02, 2021
    • Capital Partners
    We sit down with Victoria Mars, former chairman and first corporate ombudsman of Mars, to discuss running a successful family business for 110 years, engaging family members after five generations and leveraging values and principles to maintain focus.
  • Tyler and Rebecca Morse and family
    January 23, 2020
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your spouse.
  • Kerry Sulkowicz, M.D., Founder of the Boswell Group
    June 21, 2019
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Kerry Sulkowicz, M.D., the founder of the Boswell Group, to discuss the challenges leaders face, the complexities of leadership in private and family businesses and the common qualities he has seen in the best leaders.

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