Mergers and acquisitions (M&A) are often framed around the dramatic "buy-sell" agreement. However, professionals in this space know that the real complexity, and the highest risk of failure, often lies in the internal issues of the acquiring or selling entity.

Making the right M&A decision requires an understanding of advantages and challenges in order to balance your organization's risk.

Due Diligence is the key to successful transactions. Don't let missed details cost you.

For years, Private Equity firms have favored add-on acquisitions—they're lower risk, more cost-effective, and easier to execute within an existing portfolio. However, as market conditions shift, we may be on the brink of a platform deal resurgence.

One of the most important, and often early, questions in any M&A negotiation is: Should this be structured as an asset deal or a stock deal?

As we move deeper into 2025, one theme continues to echo across the mergers and acquisitions landscape: diversification. While it's long been part of any good business strategy, diversification today is being viewed through a broader, more strategic lens.

Selling a business is a major transaction—one that demands preparation. In the mergers and acquisitions space, a well-organized Seller is far more attractive to potential acquirers, often leading to higher valuations and better deal terms.

Recent changes to Section 1202 of the Internal Revenue Code may enhance tax planning opportunities for founders, investors, and private business owners