Recent Insights

Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.

Alert
June 12, 2025
The Tax Court's ruling on Soroban Capital redefines how fund managers view limited partner tax exposure under IRC Section 1402.

Article
May 21, 2025
Learn why HVAC, plumbing and pest control companies are prime targets for private equity roll-ups and how to facilitate a successful transaction.

Alert
February 27, 2025
President Trump proposes closing the carried interest loophole, learn how this impacts taxation on private equity fund managers' income.

Report
February 12, 2025
Private equity rebounded in 2024 with strong M&A activity. Read our report for key market trends, deal activity, industry insights and 2025 forecast.