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Insights

Recent Insights

Podcast

July 24, 2025

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.

Modern business building with empty parking lot

Article

July 15, 2025

President Trump recently signed the "One Big Beautiful Bill" into law, ensuring the future of 100% bonus depreciation after the potential expiration of TCJA.

Recurring Revenue Valuations

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.

Cargo ship full of containers sitting at a loading dock

Article

May 12, 2025

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

Flooded main street between multi-story, industrial brick buildings

Article

April 3, 2025

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