Insights

Explore how Opportunity Zone (OZ) investors can prepare for the expiration of capital gains deferral, from fair market valuation to liquidity planning.

Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and optimize outcomes.

Explore the differences between BSL versus PC CLOs and learn why independent valuations are vital for transparency and investor trust.

Explore how the One Big Beautiful Bill Act's (OBBBA) tax reform affects private equity investors, family offices, fund managers and portfolio companies.

Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.

Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.

Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.

Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.

Learn how tech startups evolve from inception to exit, covering capital raises, scaling operations, compliance and planning for IPO or acquisition.

Discover how Trump’s tariffs on cars may impact the auto industry, raise car prices, limit the used car market inventory and harm consumer affordability.