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Insights


A POST-ELECTION OUTLOOK FOR M&A
The 2024 U.S. presidential election results will undoubtedly shape the nation’s political, economic, and social landscape. However...

Michael Zakkour
Nov 4, 20244 min read


Maximizing SaaS Exit Valuations: Key Metrics and Strategies for Success
SaaS (Software as a Service) companies are uniquely positioned to achieve significant growth due to their scalable subscription-based...

Chris Rolfe
Sep 6, 20244 min read


Navigating Complexities: Crafting a Successful M&A Strategy in Latin America
Mergers and acquisitions (M&As) are key strategies for companies aiming to grow and diversify in a globalized economy. Latin America,...

Chris Rolfe
Sep 6, 20242 min read


Falling Interest Rates can boost Business Valuations
Fed rate cuts signal a new cycle, impacting consumers, companies, and valuations. Learn how these changes affect your company's value.

Stephen Silverstein
Aug 26, 20241 min read


Waiting for what?
Entrepreneurs are optimistic by nature. We get it. It’s in our DNA too. Making lemons into lemonade is SOP. Next year we hope it will always be better. But will it? Clearly there is an array of operational issues that can improve a business. But weigh this against the macro landscape of economic uncertainty, interest rate volatility and political turmoil. The Capital Markets remain strong today but will that be the case if or when your company turns around? Moving one level d

Stephen Silverstein
Aug 8, 20242 min read


THE RETAINER FEE YOU’LL NEVER PAY MAY BE THE BIGGEST EXPENSE OF YOUR LIFE
You are the owner of a quality business and have reached the stage where selling is becoming the logical next step. You know your...

Stephen Silverstein
Jun 12, 20242 min read


Unveiling the Power Play: Ecosystem Roll-ups vs. Traditional Roll-ups in M&A
In the fast-paced realm of mergers and acquisitions, two distinct strategies have emerged as powerful mechanisms for reshaping industries...

Chris Rolfe
May 14, 20243 min read


Unveiling the Power of Roll-Up Strategies: A Roadmap to Success
Introduction: In the realm of mergers and acquisitions (M&A), the roll-up strategy has emerged as a potent force for companies aiming to...

Chris Rolfe
Nov 20, 20234 min read


The Booming Growth of Commercial HVAC and Field Services Industry
The commercial HVAC and field services industry is experiencing impressive growth, predominantly driven by the rapidly evolving demands...

David Weiss
Nov 14, 20233 min read


Aligning Buyer & Seller Objectives
M&A Strategy: Aligning the buyer type to your desired outcomes. We often get questions from our clients regarding the types of buyers in...

Gordon Shields
Oct 12, 20234 min read


Unlocking Competitive Edge: The Emergence of Value Added Distributors
As the world of product distribution is becoming ever more saturated, distributors are looking for ways to differentiate themselves from...

David Weiss
Oct 12, 20233 min read


Unveiling the Growth Trajectory of the Industrial Distribution Sector
The industrial distribution sector, which acts as a vital link between manufacturers and end-users, has experienced substantial growth in...

David Weiss
Sep 26, 20233 min read
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