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What Insurance Policies Reveal in M&A Diligence—and Why Applications Matter Just as Much

April 2025

Insurance is often viewed as a back-office item—an operational necessity that flies under the radar in a transaction. But in M&A due diligence, insurance policies provide a critical lens into a company’s risk profile, operational…

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Why Loan Documents Matter in M&A Diligence—And What We’re Really Looking For

April 2025

In the world of M&A, one of the most critical areas of financial due diligence is a target company’s debt and loan structure. For acquirers and investors, debt is not just a line on the…

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Agent burnout is no longer just an HR issue—it’s a deal driver

April 2025

Call centers have long struggled with high turnover and low job satisfaction. At the heart of the problem? Repetitive, low-value tasks that drain human agents and inflate labor costs. Today, AI is changing the game….

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The Accounting Policies That Matter Most in M&A Due Diligence

April 2025

When preparing your company for sale or investment, few things are scrutinized more carefully than your financials—and at the heart of that scrutiny lies your accounting policies. These policies govern how your company records, interprets,…

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How Smarter Data Drives $3.3 mm in Incremental Profit and Higher Valuations

March 2025

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…

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