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Tax Policy Review: October 2026 Updates

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Newsletter

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Technology Paralysis: Why Finance Modernization Stalls in the Technology Industry

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Revenue Procedure 2026-32: New Guidance Clarifies Research Expenditure Accounting Method Changes

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What’s Next for the Modern CFO & Finance in Motion: Navigating Tax Change

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Recent Insights

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BSL vs. PC CLOs and the Crucial Role of CLO Valuation

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.

Asset Management Financial Institutions Financial Services Private Equity Transaction Advisory Services Valuation Services
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The OBBBA: 8 Key Takeaways for Private Equity Investors, Family Offices, Fund Managers and Their Portfolio Companies

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.

Asset Management Deal Advisory Hedge Funds Private Equity Tax Policy and Legislative Changes Tax Services Transaction Advisory Services Transaction Tax Services Valuation Services
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First Half of 2025 Demonstrates Strategic Shifts and Surging Opportunities for Private Equity

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.

Assurance Services Consumer Goods Deal Advisory Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services Real Estate & Construction Tax Policy and Legislative Changes Tax Services Technology Transaction Advisory Services Transaction Tax Services Valuation Services
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Tech Lending and Investing: Annual Recurring Revenue Transaction Considerations

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.

Deal Advisory Financial Institutions Financial Services Private Equity Technology Transaction Advisory Services Transaction Tax Services Valuation Services
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Adapting and Thriving: Navigating the Evolving Alternative Asset Landscape

Report

June 17, 2025

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

Asset Management Assurance Services Deal Advisory Financial Services Financial Services Regulatory Compliance Hedge Funds Private Equity Risk Advisory Services Tax Policy and Legislative Changes Tax Services Transaction Advisory Services Transaction Tax Services Valuation Services Tariff Updates
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M&A Activity in the U.S. Bank Sector: Challenges and Opportunities Abound

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.

Assurance Services Deal Advisory Financial Institutions Financial Services Financial Services Regulatory Compliance Private Equity Risk Advisory Services Tax Services Transaction Advisory Services Transaction Tax Services Valuation Services
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From Inception To Exit: Navigating the Lifecycle of a Tech Startup Company

Article

June 6, 2025

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

Accounting Advisory Services Cybersecurity Deal Advisory Digital Advisory Outsourced Accounting Services R&D Tax Credits Recruiting & Staffing Services State & Local Tax Technology Transaction Tax Services Valuation Services
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How New Vehicle Tariffs May Reshape the Auto Industry

Article

April 1, 2025

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.

Accounting Advisory Services Audit & Attestation Services CFO Advisory Services Consumer Goods Deal Advisory Industrial Manufacturing International Tax Services Risk Advisory Services State & Local Tax Tariff Impact Advisory Tax Credits & Incentives Advisory Transaction Tax Services Valuation Services
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Private Equity Report: 2024 Trends & 2025 Outlook

Report

February 12, 2025

Private equity rebounded in 2024 with strong M&A activity. Read our report for key market trends, deal activity, industry insights and 2025 forecast.

Asset Management Assurance Services Consumer Goods Deal Advisory Financial Services Healthcare Industrial Manufacturing Life Sciences Private Equity Professional Services Technology Transaction Advisory Services Transaction Tax Services Valuation Services

Impact of Transferable Energy Tax Credits on Private Equity Investments

Podcast

September 17, 2024

The Drawdown

11:45

Speakers: Christopher J. Truitt, Martin Karamon, Oscar A. Osorio

Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.

Deal Advisory Private Equity Tax Credits & Incentives Advisory Transaction Advisory Services Transaction Tax Services Valuation Services
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