Deal Flow

Over the past 13 years, Protiviti and NC State University’s ERM Initiative have issued annual research reports on the top risks faced by global leaders. The latest report contains insights from these leaders.

Private equity firms and […]

Dedicated, ExperiencedFinancial and M&A Tax Advisors Impact Deal Economics and Exposures

Why It Matters

When it comes to a contemplated transaction, having a strong, deeply experienced financial (principally, “Quality of Earnings” or “QoE”) and tax diligence team is […]

In a recent KeyBank survey of owners and executives of U.S. businesses, data shows seven in ten companies polled reported experiencing a cyber or fraud incident in the past year. The question is no longer if you will […]

What Buyers Really Want to Know in Today’s Uncertain Market

Introduction: A Market Reset, Not a Pause

The M&A market has changed in a real way. After the surge in 2021, deal activity has recalibrated into a more […]

The strongest exits are rarely built in the year of sale. They are constructed years earlier through disciplined financial infrastructure, leadership depth, and scalable growth systems.

Every deal professional has seen this moment before. A founder says, […]

Financing for Momentum: A Middle-Market Playbook for Securing Bank Capital

For growth companies across the Mountain West, access to bank capital is more than funding—it is a strategic tool that enables scale, resilience, and long-term value creation. […]

Proper planning and advance preparation is essential for any M&A transaction. Whether you are contemplating selling your company in the near future or simply want to ensure your business is positioned for an eventual exit, conducting a comprehensive […]

For many business owners, the sale of a company represents the most significant financial event of their lives. Often built over decades—and sometimes generations—this transaction brings their life’s work to a single culmination. Despite its importance, the process […]