With the passage of the Inflation Reduction Act (IRA), certain renewable energy tax credits can now be transferred or sold by those generating eligible tax credits to qualified buyers, including private equity investors, seeking to purchase tax...

Business interruption (BI) insurance is crucial for private equity firms, as it provides financial protection in the event of unforeseen disruptions to a portfolio company's operations. Interruption in business operations due to natural disaste...

On December 31, 2025, the current federal lifetime estate and gift tax exemption amount is scheduled to revert to pre-2018 limits, effectively reducing the tax benefit by 50%. This has the potential to greatly impact investment fund managers an...

Applying voice of the customer (VoC) analyses at the beginning of the investment lifecycle can provide qualitative data on consumer behavior to inform investment decisions and post-transaction strategies.  By integrating VoC methodologies ...

What is a management service organization (MSO) or a dental service organization (DSO)?  Why have they become so attractive to private equity investors in recent years?  What are the potential challenges to successfully execute this h...

Business and profit optimization is at the forefront of any Private Equity investor and management team dialogue. As noted in our recent Private Equity In...

More than 600 SPACs have gone public since July 2020, when the SPAC market heated up dramatically, raising over $200 billion. New regulatory scrutiny and several high-profile SPAC litigations have revived longstanding concerns about these “blan...

2020 was a record-breaking year for Special Purpose Acquisition Company (SPAC) transactions, with over 240 completed SPAC IPOs, raising total gross proceeds of approximately $75 billion. The trend has continued into 2021 with over 350 IPOs comp...

Recently, we’ve gotten quite a few questions from clients who are considering a potential sale, as they want to get a better understanding of what to expect if they were to have a change in ownership. So to help paint a picture, we’ve called on...

In this episode of the Drawdown, Cherry Bekaert’s Transactions Leader Jeff Bengtson provides a recap of trends in the priv...

What Goes Into Buying and Selling a Marine Manufacturer?There have been a number of acquisitions, mergers, and consolidations over the past few years in the marine industry where private equity has played a role.Jo...

There have been a number of acquisitions, mergers, and consolidations over the past few years in the marine industry where private equity has played a role.Join Cherry Bekaert partner Ron Wainwright and David Gee, editor-in-chief of Boat...

Private equity finished strong in 2019 with a record level of cash. Will that level of investment activity continue in 2020? And if so, what are the factors influencing that trend?Join

Qualified Small Business Stock can offer significant tax savings to boost your after-tax rate of return on an exit.Join Chris Truitt, Partner and National Leader for Transaction Tax Services, and Barry Weins, Director, Transaction Tax Se...