Category Archives: Blog

  1. Navigating S-Corp Elections in M&A Transactions

    By: Brad Johnson Many companies in the lower middle market are initially set up as a Limited Liability Company (“LLC”), but as time passes and the business grows, a number of owners will consult with their CPA and make the appropriate elections for their company to be treated as an S-Corp for tax purposes. There…

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  2. Increasing Demand for DevSecOps

    By: Neal England Global cyber-attacks have increased nearly 32% in Q2 2022 compared to Q2 2021, an all-time high. This year’s record level breaches stem from vulnerabilities created out of the vast expansion of commercial and government digital footprints, increasing hybrid/remote work models, ever-growing cloud dependency, and obsolete central security controls. According to IBM’s 2019…

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  3. Five Factors (Other Than Profitability) That Drive MSP Valuation

    By: Chris Weingartner As we work to help owners and leaders of Managed Service Providers unlock the value of their companies through a sale or recapitalization, we often are asked “What besides EBITDA are the biggest drivers of my company’s enterprise value?”  It is a great question, and while profitability unavoidably is the biggest factor,…

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  4. Key Themes & Vertical Trends in the Digital Supply Chain

    By: Billy Pritchard, Tate Fowler Key Themes M&A activity has remained strong within the Digital Supply Chain vertical, with an uptick in private equity activity during the first three quarters of 2022. As organizations worldwide continue to face widespread inflation, supply chain disruptions, and increased uncertainty, technological advancements within the supply chain will become necessary for…

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  5. Will Selling Direct-to-Consumer Increase the Value of My Company?

    By: Wayne Vacek Our client, a consumer products wholesaler we are advising in a sale process, recently asked us whether she should narrow her focus into the Direct-to-Consumer (D2C) channel. Over the last two decades, her company has successfully sold into retail stores and, in turn, has grown steadily. However, she is unsure as to…

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