The Big Reset

Since the fall of the Berlin wall we have seen globalization increase with a rapid pace. A globalized economy clearly has its merits, but there are costs as well. My intent in this article is not to present another long article on the merits for, or, against globalization. Instead, I would like to present where…

The Valuation Gap

The Valuation Gap: Many owners think their business should be worth more   In the Lower-Middle-Market, we come across many businesses that are still in their early stages.  Not necessarily in years, but in the sophistication of systems and processes within the business.  Although the business owner may have already put a lot of sweat…

Three Crucial Considerations

Blue Sky Capital Resources is not your typical private equity investment firm (PE). This is because we focus on opportunities in the mid-level business market. We work with companies with revenue but significantly less profit than what a traditional PE firm would be interested in. This unique characteristic causes us to focus on heavily on…

Year End Thoughts

By: Alan Lewis   Since my last writing in September much has happened, and therefore I would like to bring several subjects to everyone’s attention.  I will begin with what happened to the repo market and why it’s important.  Then, I will also touch on demographics and their importance for the economy and financial markets. …

What’s the Real Number?

This article was written on September 13, 2019.  For our next monthly newsletter.  I did not anticipate the events of the past two weeks to evolve as quickly as they have, but the core thoughts remain very relevant.   This year the public equity markets have managed to brush off all economic and political news…