Recent Insights

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.

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.

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.

Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.

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.

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.

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.