Too Many Firms Are Contemplating What To Do

Too Many Firms Are Contemplating What To Do

M&A Activity Remains at All-Time Highs We have experienced a substantial uptick in Managing Partners of $5M to $100M+ firms contacting us weekly with similar concerns: Meeting increasing retirement obligations Weighing the risks of remaining independent with the...
Mergers vs Acquisitions vs Private Equity?

Mergers vs Acquisitions vs Private Equity?

Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you need to make investments? Are you missing an opportunity window? M&A and PE may be the path some need to survive and plug into already established resources like...
PE Makes a Big Splash

PE Makes a Big Splash

PE is changing the accounting M&A landscape and impacting traditional deals. Listen to the podcast Bob Lewis at Visionary and Dan Hood of Accounting Today recorded on PE. Understand how PE is changing the perception of value, the perception of control, and the...
The BDO Deal Will Change M&A Transactions

The BDO Deal Will Change M&A Transactions

BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person Bergen KDV acquisition by Creative Planning, a registered investment advisor, in June and it is clear the M&A world has changed. These announced investments and future...