Private Equity Ideas & Insights

Our perspectives on the issues and ideas most important to private equity.

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Additional insights that may be of interest 


Specialty finance turbo-charged by fintech

Financial technology innovations take a front seat in transforming the often-misunderstood specialty finance sector.


Future-proofing investment strategies

Why and how ESG, technology and data best practices will be increasingly vital for the future of private equity value creation.


Conducting sell-side due diligence yields best results

Sell-side due diligence facilitates a more efficient transaction and offers a better understanding of a company’s strengths and weaknesses.

  • Marc Logan


Winning as a seller

Sellers are able to command top dollar if they go into the sales process ready to hit the ground running which includes tax preparation.

  • Jennifer Wiskus, John Wozniczka


Beyond diligence: How transactional data is irreplaceable

Failing to uncover significant operating and financial performance drivers can put a deal and the investors at risk and it’s not necessary.

  • Mark Cox, Patrick Harsnett


The tax function as value-add lever

Allocation and tiering leader PartnerSight addresses challenges of getting private equity data tax-ready, helping finance teams drive value.

  • Lauren Demas, Brad Collins


Powering deals through the game-changing Global M&A Tax Virtual Hub

The hub creates opportunities for private equity and offers unparalleled insight into cross-border transactions in key economies.


Employee Retention Credit: Answers to frequently asked questions

The Employee Retention Credit provides liquidity benefits for many businesses and was significantly expanded for 2020 and 2021.

  • Anne Bushman, Nicole Kelley


Q1 2021 Dealmaker Roundup

Three veterans of the life sciences private equity and M&A market share intel about dramatic changes in the industry.


Financial statement audits versus quality of earnings analysis

In the M&A process, buyers and sellers should consider a third-party audit and a quality of earnings analysis. Learn what each is.

  • Ricky Jain, Stephanie Hom, Jen Dobbins