Recent Insights
Article
September 3, 2025
Updated: November 14, 2025
Explore the differences between BSL versus PC CLOs and learn why independent valuations are vital for transparency and investor trust.
Webinar Recording
September 16, 2025
Learn how 2025 tax reform reshapes international tax: GILTI to NCTI, FDII to FDDEI, foreign tax credit limits, and modeling tips for multinationals.
Webinar Recording
September 4, 2025
Learn how the 2025 tax reform impacts business tax planning, with updates on SALT deduction caps, executive compensation, and loss limitations.
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.
Article
April 3, 2025
Updated: July 30, 2025
Learn how to calculate lost profits from a business interruption. Explore proven methods to assess financial loss and maximize recovery.
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.
Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.
Report
June 16, 2025
Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.