M&A
Investing in Raw Material Sourcing: Why It’s Smarter Than You Think
Alright, imagine this—you’re running a business that makes, well, anything. Widgets, baked goods, brake pads, you name it. There’s this moment people rarely talk…
April 12, 2026Insights
M&A insights & market research
Perspective on valuation, deal structure, and sector dynamics across the middle market — written for founders, owners, and investors.
M&A
How to Pick a Business That’s Actually Worth Investing In
If you’ve ever sat at your kitchen table, spreadsheet open, jittery from too much coffee, imagining where your money could go next, you know the thrill (and sweaty…
March 16, 2026M&A
Insight
Large-Scale Production of Processed Foods in Food Manufacturing Plants
Walk into a modern food manufacturing plant, and you will see an ecosystem that marries biology, chemistry, engineering, and logistics under one vast roof. These…
March 15, 2026M&A
How Shopping for Business Insurance and Personal Insurance Really Differs
Whether you’re a new business owner or just sorting out your personal affairs, chances are you’ll find yourself Googling policies and scratching your head at the…
March 5, 2026M&A
Why You Should Talk to a Trusted Business Finance Partner Before Jumping Into a Merger or Acquisition
When the prospect of a merger or acquisition comes up, it can feel downright exciting. Maybe you see dollar signs. Maybe you see the long nights of hustle finally…
February 23, 2026M&A
Why a Cross Border M&A Advisor is Critical for Deal Success
As technology advances the world continues to shrink. For companies embarking on a growth via acquisition strategy this is a boon. In the past companies seeking…
June 22, 2025M&A
Why You Should Conduct a UCC Lien Search Before Buying a Business
As the buyer in a transaction you will have a long list of items to request from the seller during due diligence . One area of particular importance has to deal…
June 22, 2025M&A
When is the Best Age to Sell Your Business and Retire?
The question of when to retire isn�t always an easy one for people to answer and it�s all the more complex for business owners. Whereas most people can,…
June 22, 2025M&A
What to do With Business Real Estate When Selling a Company
What to do with your company's real estate when preparing for a sale can pose a difficult question for some business owners. Should it be included in the…
June 22, 2025M&A
Virtual Reality / Augmented Reality: Industry Introduction
This is the first in a multi-part series that will focus on the growth, investment, and M&A trends in the virtual reality and augmented reality industry. Industry…
June 22, 2025M&A
Using an SBA Loan to Finance a Business Acquisition
When it comes to financing an acquisition , the capital obtained can come from a variety of sources. One common source is a Small Business Administration (the…
June 22, 2025M&A
Top Value Drivers In Exit Valuations for M&A
The middle and lower middle markets are competitive fields where business owners looking to exit will often find several nearly identical firms looking to sell at…
June 22, 2025M&A
The Sell-Side Advisor: An Extra Expense or a Critical Member of the Team?
As a business owner you have spent years, maybe even decades, growing your business. You have gained a wealth of knowledge that has allowed you to become an expert…
June 22, 2025M&A
The Most Common Mistake Business Owners Make
If you research successful entrepreneurs, you will find that a lot of businesses aren't started by people with tangible business skills. Instead, most businesses…
June 22, 2025M&A
The Importance of Cultural Integration in Mergers and Acquisitions
Mergers and acquisitions may evoke thoughts of change, due diligence , legal documents, multiple Excel spreadsheets, and integration. During the M&A process it is…
June 22, 2025M&A
The Education Technology (EdTech) Industry: Overview of Mergers, Acquisitions and Venture Capital Trends & Investments
Introduction Education technology (EdTech) is a term used to describe the industry that combines education and technological advances, revolutionizing the…
June 22, 2025M&A
Terms You Must Know Before Raising Startup Capital
The startup entrepreneur is always juggling 20 balls at once. For this reason, it is often hard to not let mistakes slip through. Every additional ball provides an…
June 22, 2025M&A
Takeover Defenses: Methods for Preventing a Hostile Takeover
When outsiders attempt to induce a takeover via Tender Offer (TO) of a public company , there are a number of protections available to avoid the foreseen…
June 22, 2025M&A
Strategies for Boosting Business Value Before Selling
Business owners looking to sell in the short- to mid-term should do everything in their capacity to boost value when the time comes around to closing a transaction.…
June 22, 2025M&A
Solar Photovoltaics (PV): Industry Introduction
This is the first in a multi-part series that will focus on the growth, investment, and M&A trends in the solar photovoltaic (PV) industry. Solar PV Technology…
June 22, 2025M&A
Should a Seller Consider Participating in a Roll-Up Transaction?
When it comes to selling a business the numerous options and opportunities can confuse many would be sellers. Popular questions include "how to maximize the value…
June 22, 2025M&A
Should You Prepare a Quality of Earnings Report When Selling Your Company?
As a business owner selling your business can be an exciting, confusing and stressful situation all at the same time. You may have dedicated a large part of your…
June 22, 2025M&A
Selling Your Retail Apparel Company
Have you considered selling your retail apparel company ? If so, you may be wondering what options are available to you. The following are a few suggested routes…
June 22, 2025M&A
Selling Your Real Estate Services Company
If you have considered selling your real estate services company, you may be wondering what the best approach is to achieve a sale that maximizes your company's…
June 22, 2025