We offer a complete range of financial services for the high net worth investor located in and around Omaha, NE. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pur
Citizens Advises Ellipse Eye Group in Sale to ReFocus Eye Health Citizens M&A Advisory served as the exclusive financial advisor to Ellipse Eye Group, LLC on its sale to ReFocus Eye Health, a portfolio company of Zenyth Partners.Ellipse Eye Group is a consortium of eight preeminent northern New...
there are many types of trusts that can be used as part of an individual’s overall financial planning strategy. In our day-to-day meeting with advisory clients, we are finding that individuals need to also consider ‘non-tax reasons’ for the use of trusts. What are these non-tax reason...
The shift began with President Trump's tax cuts, which reduced tax revenue and expanded the budget deficit. This trend persisted even as the unemployment rate decreased during his tenure, until the COVID-19 pandemic struck in early 2020. As unemployment rates skyrocketed in 2020, so did governm...
This new operating company will provide professional, strategic, and financial advisory services associated with selling a business or... Read Story October 26, 2016, 08:08 AM The PrivateBank Adds Oris to Asset-Based Lending Team The PrivateBank announced today that Paul Oris has joined the...
Houlihan Lokey has agreed to acquire MVP Capital (MVP), an independent advisory firm that provides a range of advisory services to clients in the technology, media, and telecom (TMT) sector. The transaction, signed June 23, adds substantially to the... Read Story June 26, 2020, 08:00 ...