Mergers & Acquisitions

The most expensive problems in an M&A deal are usually written into the letter of intent, not discovered in due diligence

Post-merger integration is where deal value is either realized or quietly lost, and the finance and operations functions carry most of that burden

The middle-market M&A market showed a welcome sign in Q2 2026: stability

Beginning October 1, 2026, the SBA’s updated SOP 50 10 8.1 introduces a significant underwriting change for 7(a) acquisition loans: for initial acquisitions and business expansion transactions with a business purchase price of $3 million or more, lenders must obtain an independent quality of earnings analysis in addition to the required business valuation

In the world of mergers and acquisitions, due diligence is a critical step

Middle-market 2025 M&A transaction data points to a clear conclusion: companies that went to market with a sell-side Quality of Earnings (QoE) report achieved stronger valuation outcomes than those that did not

Imagine two neighborhood coffee shops sitting on opposite corners of the exact same street