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 3, 2025
Learn how to calculate lost profits from a business interruption. Explore proven methods to assess financial loss and maximize recovery.

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

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.

Webinar Recording
November 7, 2024
Learn about current and expected rate environments, debt markets and M&A activity from industry professionals.

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.

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.