Cate Costin, Marketing Associate

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Blogs By Cate Costin, Marketing Associate

| February 18, 2026

Top 10 Best Practices for Emerging Managers Calling on the Family Office Channel

Family offices have become one of the most talked-about, yet inconsistently approached, channels...

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| February 17, 2026

Top 10 Transactions (February 9 - 13, 2026)

The private company data space is vast, fragmented, and often overwhelming. Deal sourcing teams are...

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| February 17, 2026

Top 5 Companies Likely to Transact (Feb 17, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a...

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| February 17, 2026

How Dakota Travels Miami: Client-Ready Places to Stay, Meet, and Eat

Business travel leaves little room for error, especially in relationship-driven markets. When...

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| February 13, 2026

Top Bank Trusts in the Netherlands

Bank trusts are essential players in the wealth management space. Acting as fiduciaries, these...

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| February 13, 2026

Top 10 Information Technology Transactions (December 2026)

For deal sourcers, staying current on private company activity is critical to spotting active...

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