Recent Insights
Article
May 27, 2026
Explore SBA PPP loan reviews and what they mean for borrowers and financial institutions, including key review focus areas and how to remain prepared.
Report
May 7, 2026
Explore our 2026 U.S. banking industry report to discover the structural forces set to reshape the industry's trajectory through 2030, from tax policy to AI.
Article
April 13, 2026
Explore 4 biopharma industry trends highlighted at the 2606 MassBio State of Possible Conference and key considerations for biopharmaceutical leaders.
Article
February 20, 2025
Learn the 2026 professional services trends that are shaping the future of the industry, from strategic investments to technological innovation.
Article
January 6, 2026
Explore our guide for late-stage tech companies to find the right startup exit strategy. Uncover preparation tips and mistakes to avoid for a seamless exit.
Article
October 30, 2025
Updated: December 12, 2025
Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and enhance value.
Article
August 22, 2025
Explore how the One Big Beautiful Bill Act's (OBBBA) tax reform affects private equity investors, family offices, fund managers and portfolio companies.
Report
August 18, 2025
Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.
Article
May 21, 2025
Updated: July 31, 2025
Learn why home service companies, like HVAC, plumbing and pest control, are prime targets for private equity firms. Discover how to offset the risks here.
Video
June 18, 2025
Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.