Recent Insights

Article
May 21, 2025
Learn why HVAC, plumbing and pest control companies are prime targets for private equity roll-ups and how to facilitate a successful transaction.

Article
May 12, 2025
Learn two proven strategies to accelerate portfolio company growth, even when facing market volatility and shifting global trade policies.

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.

Alert
February 27, 2025
President Trump proposes closing the carried interest loophole, learn how this impacts taxation on private equity fund managers' income.

Article
February 20, 2025
Learn how real-time analytics, investment trends, AI-driven risk management and hybrid work is shaping the future of professional services in 2025.

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.

11:45
Speakers: Christopher J. Truitt, Martin Karamon, William W. Billips
Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.

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.

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.