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Insights

Recent Insights

Podcast

September 6, 2024

15:09

Speakers: Lori Smith, Jacqueline (J.C.) Tuthill, John Collier

Understand how business interruption insurance offers private equity firms protection against natural disasters, supply chain disruptions, and cyberattacks.

Report

September 3, 2024

Explore Cherry Bekaert's Private Equity 2024 Midyear Report for the latest trends, key developments and outlook on a challenging M&A market for private equity.

Podcast

July 10, 2024

12:37

Speakers: Marci Spivey, Michael G. Kirkman

Get insights on the federal estate tax exemption changes coming in 2025. Learn how to plan effectively and maximize tax benefits.

Report

June 18, 2024

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.

Alert

June 7, 2024

The 5th Circuit Court vacated the SEC's rule on private fund advisors, citing overreach of authority. Learn the impact on fund advisors.

Article

March 13, 2024

Learn how 'Voice of the Customer' can shape your post-acquisition growth. Enhance your commercial due diligence process to uncover growth opportunities.

Video

December 12, 2023

Discover key data privacy and cybersecurity challenges in Private Equity M&A. Learn how to protect your investment and mitigate cyber breach risk.

Alert

September 8, 2023

Explore the SEC's recent rules for private fund advisers and their impact on the industry. Get insights into compliance dates and key considerations.

Report

August 8, 2023

In our Private Equity Midyear 2023 Report, we unpack some of the current industry trends and offer a view ahead to the rest of 2023 and beyond.

Video

July 18, 2023

What is a carve-out transaction and how is it different from other M&A transactions? Discover the challenges and execution tactics of a carve-out transaction in this video.