Seven acquisitions in 2024 added $200M in trailing 12-month revenue, with the first 2025 acquisition completed in January. Management noted the integration of Pioneer and other consolidation efforts ...

CEO Phil Kardis highlighted 2024 as a year of reversals, noting a 100 basis point increase in 10-year Treasury yields despite Fed rate cuts. He emphasized the acquisition of Palisades Group as a ...

Strategic portfolio management requires fostering unity, adaptability and a shared sense of purpose within organizations.