Rafael Montoya
Editorial byline
Rafael Montoya is an editorial byline for Boardroom Digest, with a focus on Finance & Markets, Venture & Growth. Biographical credentials and external profiles are published only after verification.
Learn more about our editorial process and use of automation in our AI & Automation disclosure.
Coverage Areas
Latest Articles
From Gut Feel to Dashboard: How Boards Can Actually Measure Corporate Culture
Boards can move beyond anecdotal assessments of corporate culture by implementing a structured dashboard of key metrics. This approach transforms culture into a measurable strategic asset, enabling effective oversight and accountability.
Oct 24, 2026 · 5 min read
Four Board Committees That Define Modern Corporate Governance — and Why Cyber Now Gets Its Own
Modern corporate governance relies on four key board committees: Audit, Compensation, Nominating/Governance, and increasingly, Technology/Cybersecurity. Companies must ensure these committees have the mandate, time, and expertise to effectively oversee evolving digital risks and strategic technology investments.
Oct 23, 2026 · 5 min read
Buybacks vs. Dividends: The Board's Decision Framework for Returning Capital
Share buybacks and dividends are distinct strategic tools for returning capital, serving different economic purposes and signaling varied messages. Boards must align their choice with the company's life cycle, capital structure objectives, and desired market signal.
Oct 23, 2026 · 6 min read
Boards Face Personal Liability for AI Oversight Failures: A Five-Pillar Diagnostic Checklist for Directors
Directors face personal liability for AI oversight failures, underscoring their fiduciary duties and the Caremark doctrine. A five-pillar diagnostic checklist is provided to help boards assess and enhance their AI governance maturity proactively.
Oct 23, 2026 · 5 min read
Five Questions Every Mid-Market Board Should Ask About Cybersecurity
Mid-market boards can effectively oversee cybersecurity by asking five strategic questions focused on business risk, rather than relying on technical expertise. This framework helps ensure alignment with risk appetite, accountability, resource allocation, incident preparedness, and third-party risk.
Oct 22, 2026 · 6 min read
Four Criteria That Decide a Mid-Market Private Equity Deal: Growth, Operations, Management and Exit
Private equity firms evaluate mid-market deals based on four core criteria: market position and growth potential, operational improvement potential, management team strength, and a clear exit strategy. A disciplined due diligence framework is essential for systematically assessing these factors and mitigating common risks.
Oct 22, 2026 · 5 min read
Where AI Visualization Pays Off in Early-Stage Product Design: A Leader's Decision Framework
Enterprise leaders can strategically adopt AI visualization in early-stage product design to accelerate innovation, reduce costs, and enhance market responsiveness. The article provides a decision framework for identifying high-leverage integration points and discusses key leadership considerations for successful adoption.
Oct 17, 2026 · 4 min read
OrbiMed Closes $3 Billion Across Two New Funds, Splitting Its Firepower Between West and Asia
OrbiMed has closed two new private equity funds totaling $3 billion, allocating capital to life sciences in the US and Europe, and healthcare across Asia. The firm's investment strategy is shaped by AI, new therapeutic modalities, and the growth of China's biotechnology industry.
Oct 16, 2026 · 3 min read
Sheridan Capital Partners Closes Two Healthcare Funds Totaling $1.345 Billion
Sheridan Capital Partners has successfully closed two new funds, securing a combined $1.345 billion in capital for healthcare investments. The firm's flagship Fund IV raised $1.1 billion, nearly doubling its predecessor, while a new Healthcare IT Fund I secured $245 million.
Oct 8, 2026 · 3 min read
A Prioritization Framework for Mid-Market Digital Transformation
Mid-market companies require a tailored digital transformation approach due to resource constraints and pressure for rapid returns. A prioritization framework helps select high-impact initiatives that balance ambition with operational realities, focusing on tangible value and manageable steps.
Oct 6, 2026 · 4 min read
An AI Investment Framework for Mid-Market Leaders: Build, Buy, Hire, or Wait?
Mid-market companies face challenges scaling AI beyond experiments, with only 2% operationalizing it effectively. A structured investment framework (Build, Buy, Hire, or Wait) is crucial for strategic AI integration and achieving scalable impact.
Oct 2, 2026 · 5 min read
5 Key Due Diligence Areas for Corporate VCs Evaluating AI-Powered Startups
Corporate VCs require a specialized due diligence framework for AI-powered startups, focusing on proprietary models, data governance, scalability, ethical AI, and IP protection. Leveraging AI tools can enhance the efficiency and accuracy of this evaluation process.
Sep 30, 2026 · 5 min read
Houlihan Lokey Bolsters FinTech Group with Digital Assets MD, Enhancing M&A and Capital Raising
Houlihan Lokey has appointed Chris McMillan as Managing Director to its FinTech Group, significantly bolstering its digital assets advisory capabilities. This strategic hire enhances the firm's expertise in M&A, capital raising, and strategic guidance for clients navigating the evolving digital assets sector.
Sep 29, 2026 · 4 min read
Strategic Framework for Post-Quantum Cybersecurity for C-Suite Leaders
The advent of cryptographically relevant quantum computers poses a significant threat to current enterprise cybersecurity, necessitating proactive strategic planning. C-suite leaders must implement a phased framework to assess cryptographic risks and transition to post-quantum cryptography to safeguard sensitive data.
Sep 28, 2026 · 5 min read
Essential Cybersecurity Controls for Mid-Market Companies to Mitigate Advanced Threats
Mid-market companies face unique cybersecurity challenges with limited resources against advanced threats. This article details essential controls like MFA, EDR, security training, and incident response plans to build resilience.
Sep 28, 2026 · 6 min read
Anthony, Linder & Cacomanolis Opens Tokyo Office to Bolster US-Japan Capital Markets
Anthony, Linder & Cacomanolis has opened a new office in Tokyo to enhance legal and advisory support for US-Japan cross-border capital market transactions. This strategic expansion aims to serve as a dedicated bridge for Japanese enterprises seeking access to US public capital markets.
Sep 25, 2026 · 3 min read
Why Enterprise AI Projects Fail: The Undocumented Knowledge Problem
The chasm between artificial intelligence's expansive promise and its challenging operational reality in enterprise settings has widened dramatically.
Jul 8, 2026 · 5 min read
Elliott Management Alumni Propel Activist Investing
Since 2020, at least seven hedge funds have been founded by alums of Elliott Management, igniting a new wave of activist investing.
Jun 30, 2026 · 2 min read
Delaware Court Clarifies Director Independence Rules
A new Delaware Court of Chancery opinion now requires plaintiffs to prove a director's financial ties were 'material' to their independence, making it significantly harder to challenge board...
Jun 29, 2026 · 4 min read
UK youth increasingly choose private healthcare amid NHS strain
Despite the NHS's founding promise of free healthcare for all, a growing number of young people in the UK are now paying for private medical services to avoid crippling wait times.
Jun 28, 2026 · 2 min read