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Preparing for an AI-enabled Future: A Guide to AI Opportunities for Finance

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2025 Tech Tax Reform: How the Reconciliation Bill Affects Technology Companies

Article

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Boosting U.S. Manufacturing: The Strategic Advantage of Qualified Production Property

Article

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R&E Expensing Returns in 2025: What Is Changing and How To Prepare

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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

Uncovering Value in M&A Deals Through Market Studies

Podcast

July 24, 2025

The Drawdown

12:53

Speakers: Cameron Smith, Richard Schwartz, Travis Sheldon

Learn how M&A participants can leverage insights from commercial due diligence and market studies to find and maximize value in middle-market deals.

Commercial Due Diligence & Market Studies Consumer Goods Deal Advisory Industrial Manufacturing Private Equity Transaction Advisory Services
Recurring Revenue Valuations

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 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 State & Local Tax Technology Transaction Tax Services Valuation Services
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Private Equity Investing in the Home Services Industry: Navigating the Risks

Article

May 21, 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.

Asset Management Commercial Due Diligence & Market Studies Deal Advisory Financial Services Private Equity Professional Services Real Estate & Construction Strategic Growth & Innovation Consulting Strategy Transaction Advisory Services
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Driving Growth Through Economic Uncertainty

Article

May 12, 2025

Learn two proven strategies to accelerate portfolio company growth, even when facing market volatility and shifting global trade policies.

Deal Advisory Industrial Manufacturing Life Sciences Private Equity Strategic Growth & Innovation Consulting Strategy Technology Transaction Advisory Services Tariff Updates
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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 Strategic Growth & Innovation Consulting Tax Credits & Incentives Advisory Transaction Tax Services Valuation Services
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President Trump Proposes To Close the Carried Interest Loophole

Alert

February 27, 2025

President Trump proposes closing the carried interest loophole, learn how this impacts taxation on private equity fund managers' income.

Asset Management Deal Advisory Financial Services Financial Services Regulatory Compliance Private Client Services Private Equity Tax Services Transaction Advisory Services Transaction Tax Services
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