Uncategorized
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Is the LBO Coming Back?
By: Bobby Dormanesh During the first half of the year, the market continued to work through inflation, geopolitical instability, and rising interest rates. The IPO market was driven by a few large deals, but activity remained slow. As the market begins to shift toward moderate inflation, coupled with interest rate hikes slowing, coming to halt, […]
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Leveraging Quality of Earnings Reports for Strategic Decision-Making
In today’s fast-paced business landscape, making informed and strategic decisions is key to staying ahead of the competition. One valuable tool that can aid in this process is a quality of earnings report. By examining the sustainability and reliability of a company’s earnings, this report provides crucial insights that can guide strategic decision-making. In this […]
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Navigating the Uncertainty: How Geopolitical Events Impact Private Equity Investments
Geopolitical events are becoming an increasingly important consideration for private equity firms when making investment decisions. With the world becoming more interconnected, it is becoming more difficult to isolate investments from global events. In this blog, we will explore the impact of geopolitical events on private equity and how firms can manage these risks. Geopolitical […]
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Navigating the Middle Market Lending Landscape
On the heels of another bank collapse, the middle market lending environment and its appetite for private equity deals are something to monitor for the rest of 2023 and into 2024. Here are some of the key issues that we’re watching – How we can help CLA’s deal services team can help buyers and sellers […]
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Cyber Attacks Are Increasing- Don’t Ignore These Risks
By: Craig Arends As cyber attacks become more frequent and sophisticated, cyber security awareness is critical for investors that want to protect their assets and reputation. Investors should be alert for cybercriminals looking to exploit portfolio companies to commit criminal activities. Watch for social engineering and phishing attacks An organization’s most valuable assets are at risk: […]
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Why Is U.S. Entity Classification of Foreign Subsidiaries Important?
Tax due diligence can be complex, especially when foreign entities are in play. Jill Boland from CLA’s global tax team recently published an article discussing the risks and potential impacts of foreign entity tax classifications. This is a must read for those involved in M&A with foreign operations. The link to the article is provided […]
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2022 Year In Review and 2023 Insights
First of all, I’d like to give a shout out to all of our team members for the dedication that it took to serve clients on over 500 deals with over $9.5 billion in value in 2022. We have a tremendous team that does a great job of working together to serve our middle market […]
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Evolution of Quality of Earnings
Quality of earnings (QoE) is a term that refers to the overall health and sustainability of a company’s earnings. It is typically evaluated as part of the due diligence process in a merger or acquisition (M&A) transaction, but is distinct from due diligence itself. Due diligence is the process of thoroughly evaluating a company’s financial, […]
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Future Forward 2023
As we look forward to the future and close out 2022, I would like to offer my reflections, and look ahead to unleashing the possibilities and opportunities that 2023 could bring. I understand and have experienced challenges during 2022 that I am sure many of you will have also felt – whether it be the […]
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How to increase EBITDA through Digital
Digital is fundamentally altering the way all industries do business. From healthcare to manufacturing to software and retail, customer expectations are changing, business models are being upended, and the pace at which technology is advancing is demanding unprecedented agility from management teams. Indeed, the digital world poses specific challenges for private equity (PE), which invests […]