Recent Updates
- All
- News
- Publications
- Announcements
How Smarter Data Drives $3.3 mm in Incremental Profit and Higher Valuations
In direct marketing, the difference between a 1% and 1.5% response rate isn’t just campaign success—it’s EBITDA. Take this example from Dark Sky Data:A national direct-to-consumer brand used improved targeting and mail timing to reduce…
Why IT Policies Matter in M&A Due Diligence
As M&A activity continues to accelerate in technology-enabled industries, buyers are becoming more sophisticated in how they assess operational risk—and one area under increasing scrutiny is IT governance. Beyond the hardware, software, and infrastructure diagrams…
What Goes Into an IT Infrastructure Diagram—and Why It Matters in M&A
In today’s deal environment, understanding a target company’s technology backbone is no longer optional—it’s mission critical. As digital operations expand, an IT infrastructure diagram has become a foundational tool in technical due diligence. It’s not…
The RIA Industry is Booming – Here’s What You Need to Know
The Registered Investment Advisor (RIA) sector is experiencing unprecedented growth, creating significant opportunities for firm owners considering a sale, expansion, or strategic partnership. Understanding the forces driving this momentum is essential for making informed decisions….
Record-Breaking M&A Activity in the RIA Industry
Mergers and acquisitions in the Registered Investment Advisor (RIA) sector reached historic levels in 2024, setting new benchmarks that could shape strategic decisions for firm owners. Unprecedented Deal Volume Private Equity’s Dominant Role 📊 What…
