Recent Insights

Video
June 18, 2025
Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.

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

Report
June 16, 2025
Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.

Article
June 6, 2025
Learn how tech startups evolve from inception to exit, covering capital raises, scaling operations, compliance and planning for IPO or acquisition.

Article
April 1, 2025
Discover how Trump’s tariffs on cars may impact the auto industry, raise car prices, limit the used car market inventory and harm consumer affordability.

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.

11:45
Speakers: Christopher J. Truitt, Martin Karamon, William W. Billips
Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.

15:09
Speakers: Lori Smith, Jacqueline (J.C.) Tuthill, John Collier
Understand how business interruption insurance offers private equity firms protection against natural disasters, supply chain disruptions, and cyberattacks.

Report
September 3, 2024
Explore Cherry Bekaert's Private Equity 2024 Midyear Report for the latest trends, key developments and outlook on a challenging M&A market for private equity.

Report
June 18, 2024
Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.