BV Specialists
JULY 14, 2025
In the world of professional valuation, whether for equipment, real estate, or businesses, the question of refundable versus non-refundable appraisal fees may arise when speaking with clients and colleagues. While it may seem more consumer-friendly to offer a refund if the client cancels the appraisal after engagement, there are sound professional and practical reasons why appraisal fees should be non-refundable.
Peak Business Valuation
JULY 17, 2025
Understanding the value of your assets is crucial to making sound financial decisions. One of the most effective ways to do this is through an asset valuation. An asset valuation is a formal process used to determine the fair market value of a company’s assets, both tangible and intangible. Whether you want to improve your business or prepare for future changes, an asset valuation is essential.
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Harvard Corporate Governance
JULY 15, 2025
Posted by Deborah Paul and Rachel Reisberg, Wachtell, Lipton, Rosen & Katz, on Tuesday, July 15, 2025 Editor's Note: Deborah Paul and Rachel Reisberg are Partners at Wachtell, Lipton, Rosen & Katz. This post is based on their Wachtell memorandum. The One Big Beautiful Bill Act (the “OBBBA”) was signed into law on Friday, and, while not the paradigm shift of 2017’s Tax Cuts and Jobs Act (the “TCJA”), it introduces important changes affecting both domestic and cross-border transactions, m
Business Wire M&A
JULY 16, 2025
ORLANDO, Fla.--(BUSINESS WIRE)--Qualus Corporation (Qualus) announced its acquisition of ADM Associates LLC (ADM), one of the nation’s leading, pure-play EM&V firms.
Speaker: Susan Spencer, Principal of Spencer Communications
Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.
Auto Dealer Valuation Insights
JULY 15, 2025
Almost a year ago, we published a case study looking at the corporate break-up of the venerable Kellogg Company into two separate businesses: Kellanova (snack foods) and WK Kellogg (breakfast cereals). From the announcement through the present, Kellogg shareholders have earned an annualized total return of 11.2%, far outpacing the returns of peer publicly traded packaged foods companies.
Peak Business Valuation
JULY 18, 2025
The freight trucking industry supports the most important distribution pipelines of our economy. As such, trucking businesses are extremely valuable. If you want to buy, grow, or sell a freight trucking company, understanding its worth on today’s market is critical. Valuation multiples are pivotal tools for determining a business’s value. These financial ratios provide a value estimate based on the company’s financial standing and recent market trends.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
Exit Strategy
JULY 14, 2025
Exit Strategies Group has advised the owners of industrial automation solutions provider Burns Controls Company on their sale to Valin Corporation, a subsidiary of Graybar. Effective July 1, 2025, this acquisition adds market coverage and technical services to Valin’s growing industrial automation group. Transaction terms will not be disclosed.
Harvard Corporate Governance
JULY 13, 2025
Posted by Rory K. Schneider, Mayer Brown LLP, on Sunday, July 13, 2025 Editor's Note: Rory K. Schneider is a Partner at Mayer Brown LLP. This post is based on his Mayer Brown memorandum, and is part of the Delaware law series ; links to other posts in the series are available here. A recent Delaware Chancery Court opinion offers a significant example of how courts may apply complex probability analysis to determine the amount of damages in an earnout dispute.
Peak Business Valuation
JULY 16, 2025
If you plan to buy, grow, or sell an apparel wholesale business , determining its fair market value is essential. Valuation multiples are insightful tools for estimating a business’s value. These values measure an apparel wholesale business’s value based on key financial metrics and industry trends. However, identifying reliable apparel wholesale valuation multiples involves a detailed analysis of the company’s financials and market conditions.
Business Wire M&A
JULY 15, 2025
SANTA MONICA, Calif.--(BUSINESS WIRE)--Wilshire Advisors LLC (“Wilshire”), a leading global financial services firm, today announced that it has acquired ParkLexington Advisors, LLC (“ParkLexington”), a data and analytics firm focused on improving fund and investment firm operations, profitability, and performance. Through this transaction, Wilshire will meaningfully expand its data, cost transparency, and analytics capabilities for all clients.
Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker
The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l
John Jenkins
JULY 17, 2025
This recent HLS Blog from A&O Shearman does a deep dive on earnouts. Quoting Vice Chancellor Laster’s words, “an earn-out often converts today’s disagreement over price into tomorrow’s litigation over the outcome,” the blog notes that “disputes resulting from earn-out provisions mean that the parties’ negotiations over price are effectively only postponed until after closing.
ThomsonReuters
JULY 18, 2025
The state and local tax (SALT) deduction has long been a pillar of the U.S. tax code, providing critical relief to taxpayers — especially those in high-tax states. That changed dramatically with the 2017 Tax Cuts and Jobs Act (TCJA), which imposed a $10,000 cap on SALT deductions. Now, with the passage of the One Big Beautiful Bill Act (OBBBA) in July 2025, the landscape is shifting again.
Peak Business Valuation
JULY 15, 2025
The recreation industry is steadily growing across the United States. Recreation businesses sell ATVs, RVs, boats, and more. With tourism on the rise, demand for outdoor recreation is increasing. As such, now is an ideal time to invest in a recreation business. But despite favorable market conditions, challenges may still arise during an acquisition.
Business Wire M&A
JULY 14, 2025
DALLAS--(BUSINESS WIRE)-- #alternatives--True North Advisors, LLC (“True North”), a Texas-based registered investment adviser (“RIA”), announced today the acquisition of Blue Investment Partners LLC (“Blue”), an investment management firm based in Danville, California, with approximately $353 million in assets under management (“AUM”) as of June 30, 2025.
Speaker: Joe Apfelbaum, CEO of Ajax Union
In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.
John Jenkins
JULY 15, 2025
Last November, I blogged about the Chancery Court’s post-trial opinion in Jacobs v. Akademos, Inc. (Del. Ch.; 10/24) in which Vice Chancellor Laster found that the sale of a distressed company to a controlling stockholder where the common stockholders received no consideration was entirely fair. Plaintiffs appealed to the Delaware Supreme Court, arguing three errors.
Harvard Corporate Governance
JULY 16, 2025
Posted by Randi Lesnick, Andrew Levine, and Joel May, Jones Day, on Wednesday, July 16, 2025 Editor's Note: Randi Lesnick and Andy Levine are Co-Chairs of Corporate Practice, and Joel May is a Partner at Jones Day. This post is based on a Jones Day memorandum by Ms. Lesnick, Mr. Levine, Mr. May, and Jennifer Lewis. In Short The Situation: Public company boards are facing an unprecedented convergence of destabilizing forces, including geopolitical shocks, inflation, supply-chain disruptions
Peak Business Valuation
JULY 14, 2025
Understanding the fair market value of a hardware store enables business owners to make informed decisions when buying, expanding, or selling their store. If you are looking for a quick estimate, hardware store valuation multiples are useful tools. However, identifying accurate multiples requires a thorough understanding of the store’s financials and industry trends.
Business Wire M&A
JULY 17, 2025
BROOKLYN, N.Y.--(BUSINESS WIRE)--Maridea Wealth Management (“Maridea”) is pleased to announce its acquisition of Pinnacle Wealth Management (“Pinnacle”), a client-focused and high-growth advisory firm founded in 1994 and headquartered in Chicago, IL. Led by veteran advisor Brian Sheehy, Pinnacle has built a strong reputation for delivering personalized financial strategies and forward-thinking wealth solutions to high-net-worth individuals and families.
Financial Times M&A
JULY 16, 2025
Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Trump says Coca-Cola will use cane sugar in US production of Coke US justice department fires Epstein prosecutor Maurene Comey Trump’s escalating attacks
Harvard Corporate Governance
JULY 15, 2025
Posted by Lucian Bebchuk (Harvard Law School) and Kobi Kastiel (Tel Aviv University), on Tuesday, July 15, 2025 Editor's Note: Lucian Bebchuk is the James Barr Ames Professor of Law, Economics, and Finance and Director of the Program on Corporate Governance at Harvard Law School, and Kobi Kastiel is Professor of Law at Tel Aviv University. This post is part of the Delaware law series ; links to other posts in the series are available here.
Peak Business Valuation
JULY 12, 2025
Preparing for succession for your business is an exciting time. While the outgoing owner prepares for the next phase, careful planning helps ensure the company’s continued success. This is where an equipment valuation comes in. Receiving a reliable valuation of machinery and equipment helps determine the business’s overall worth. In this article, we discuss equipment valuation for succession planning to promote fairness and strengthen legal and business documentation.
Business Wire M&A
JULY 14, 2025
DALLAS--(BUSINESS WIRE)--Generational Capital Markets (GCM), a member of FINRA/SIPC and a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of Roundhouse Electric & Equipment Co., Inc. to Kingsway Financial Services. The acquisition closed July 1, 2025. Located in Odessa, Texas, Roundhouse Electric & Equipment Co., Inc.
Equidam
JULY 16, 2025
Out of 100 companies that applied to angel groups in 2024, only 2 reached an investor’s portfolio. This stark statistic from the most comprehensive analysis of startup funding applications reveals a harsh reality that most founders refuse to acknowledge: external funding is not just competitive—it’s statistically improbable. While startup media celebrates billion-dollar rounds and unicorn valuations, the mathematics of early-stage funding tell a different story.
Harvard Corporate Governance
JULY 12, 2025
Posted by Stephen Parker, Barbara Berlin, and Tracey Lee Brown, PricewaterhouseCoopers, on Saturday, July 12, 2025 Editor's Note: Stephen Parker is a Partner, Barbara Berlin is a Managing Director, and Tracey Lee Brown is a Director at the Governance Insights Center, PricewaterhouseCoopers LLP. This post is based on their PwC memorandum. Artificial intelligence (AI) is fast becoming an intrinsic part of business: strategy, growth, product innovation, operations and more.
JPAbusiness
JULY 15, 2025
The new financial year is under way and it's a good time to review the health of your business , in particular what areas you need to focus on and improve to drive the most value in the year ahead. Often business owners use this opportunity to: review and update the training and development plans of their teams review business lines and team performance consider product pricing and offerings for the year ahead examine expense and revenue budgets and opportunities to sustain and enhance margins ,
Business Wire M&A
JULY 15, 2025
HOUSTON--(BUSINESS WIRE)--The Sterling Group (“Sterling”), a Houston, TX-based middle market private equity firm, today announced that it has entered into a definitive agreement to acquire Precision Concepts International, LLC (“PCI” or “the Company”), a leading provider of specialty rigid packaging solutions, from ONCAP, the lower mid-market private equity platform of Onex Corporation (TSX: ONEX).
Law 360 M&A
JULY 17, 2025
As concerns persist that the U.S. Food and Drug Administration's reduced headcount will impede developments at already-strapped biotech companies, licensing and partnership transactions can provide the necessary funding and pathways to advance innovative products, say attorneys at Troutman.
Harvard Corporate Governance
JULY 16, 2025
Posted by Neil McCarthy, G. Michael Weiksner, and James Palmiter, DragonGC, on Wednesday, July 16, 2025 Editor's Note: Neil McCarthy is Co-Founder and Chief Product Officer, G. Michael Weiksner is Co-Founder and Chief Technology Officer, and James Palmiter is CEO and Co-Founder at DragonGC. This post is based on a DragonGC memorandum by Mr. McCarthy, Mr.
Mckinsey and Company
JULY 16, 2025
Skip to main content Don’t cancel or coddle at-risk capital projects—challenge them July 16, 2025 | Article Today’s volatility leaves multibillion-dollar capital projects with little room for error. A new approach to stress testing helps keep them on track. Findings from economic geographer Bent Flyvbjerg, editor of The Oxford Handbook of Megaproject Management (Oxford University Press, June 2017), confirm a stark reality: Out of a database of 16,000 projects, only 8.5 percent
Business Wire M&A
JULY 15, 2025
NEW YORK--(BUSINESS WIRE)--GenNx360 Capital Partners (“GenNx360”), a New York-based private equity firm investing in industrial and business services companies in the U.S. middle market, today announced that its portfolio company, Precision Aviation Group, Inc. (“PAG”), has acquired Turner Aviation, a highly regarded aviation maintenance, repair, and overhaul (MRO) services provider based in the United Kingdom.
NYT M&A
JULY 18, 2025
Chevron completed its purchase of Hess after prevailing in a legal dispute with Exxon over one of the most promising oil projects in the world.
Harvard Corporate Governance
JULY 13, 2025
Posted by Randi Lesnick, Ferrell Keel, and Joel May, Jones Day, on Sunday, July 13, 2025 Editor's Note: Randi Lesnick is Co-Chair of Corporate Practice, and Ferrell Keel and Joel May are Partners at Jones Day. This post is based on a Jones Day memorandum by Ms. Lesnick, Ms. Keel, Mr. May, Sidney Smith McClung , Mark Rasmussen , and Peter Zwick. In Short The Situation: On June 20, 2025, Texas Governor Greg Abbott signed Senate Bill 2337 (“SB 2337”) to impose first-of-its-kind regulati
Mckinsey and Company
JULY 17, 2025
Skip to main content Is geothermal energy ready to make its mark in the US power mix? July 17, 2025 | Article Adam Barth   Clint Wood Maximilian Moosburger   Bobo Stankovikj Next-generation geothermal energy may soon be a cost-competitive way to fill the need for clean, firm power in the United States. Energy demand in the United States is projected to grow roughly ten times as fast in the coming decade as it did over the past ten years.
Business Wire M&A
JULY 16, 2025
CINCINNATI & BOSTON--(BUSINESS WIRE)--Gateway Investment Advisers (Gateway), a pioneer in options-based investment strategies and affiliate of Natixis Investment Managers (Natixis IM), today announced it has agreed to acquire the business of Belmont Capital Group (Belmont), a Los Angeles-based provider of customized, options-based separately managed account (SMA) strategies.
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