What Is Private Equity and How Does It Work?
What Is Private Equity and How Does It Work? Quick Answer What is private equity? Private equity is the business of pooling institutional capital into closed-end funds that buy controlling stakes in private companies, hold them for roughly five to seven years, and exit through a sale or recapitalization. General partners (GPs) run the funds […]
What It’s Like to Sell Your Business to a Search Fund
What It’s Like to Sell Your Business to a Search Fund TL;DR: What it’s really like to sell your business to a search fund The buyer is an operator, not a check-writer. A search funder is one or two MBA-trained principals (Stanford GSB and HBS account for 39% of all U.S. searches per the 2024 […]
Customer Concentration: Pre-Sale Mitigation Playbook (2026)
Customer concentration mitigation: thresholds (top 1 >30%, top 5 >50%), 12-24 month diversification, contract lock-in, buyer concessions, CIM messaging.
Best Tax Software for M&A in 2026: 10-Vendor Comparison for Buyers and Sellers
Best Tax Software for M&A in 2026: 10-Vendor Comparison Best Tax Software for M&A in 2026: 10-Vendor Comparison for Buyers and Sellers Choosing the right tax software for M&A in 2026 has become the difference between a clean close and a six-figure post-closing tax true-up dispute. Buyers running Internal Revenue Code Section 338(h)(10) elections, Section […]
Best ESG Due Diligence Software for M&A in 2026: 10-Vendor Comparison
Best ESG Due Diligence Software for M&A in 2026: 10-Vendor Comparison Best ESG Due Diligence Software for M&A in 2026: 10-Vendor Comparison ESG due diligence software has gone from a checkbox exercise to a deal-killer or deal-maker line item in 2026, and most acquirers still pick the wrong platform. The European Sustainability Reporting Standards (ESRS) […]
Best KYC + AML Software for M&A in 2026: 10-Vendor Comparison for Buyer Verification
Best KYC AML Software for M&A in 2026: 10-Vendor Comparison for Client Onboarding and Buyer Verification Best KYC + AML Software for M&A in 2026: 10-Vendor Comparison for Buyer Verification The right kyc aml software for m&a advisor desks is not a luxury anymore, it is the gate that decides whether a deal even gets […]
Best LP Reporting Software for Private Equity in 2026: Allvue vs Chronograph vs Standard Metrics
Best LP Reporting Software for Private Equity in 2026: 8-Vendor Comparison Best LP Reporting Software for Private Equity in 2026: Allvue vs Chronograph vs Standard Metrics Picking the right LP reporting software in 2026 is no longer a back-office IT decision. Limited partners now demand ILPA-template-compliant quarterly reports within 45 days of period-end, audited NAV […]
Best Portfolio Monitoring Software for Private Equity in 2026: 10-Vendor Comparison
Best PE Portfolio Monitoring Software in 2026: Allvue vs Dynamo vs Chronograph vs Standard Metrics Best Portfolio Monitoring Software for Private Equity in 2026: 10-Vendor Comparison Picking the right portfolio monitoring software in 2026 is the operational decision that separates a private equity firm that can close a continuation vehicle in eight weeks from one […]
Best Fund Administration Software for Private Equity in 2026: Allvue vs Dynamo vs Carta
Best Fund Administration Software for PE/VC in 2026: 8-Vendor Comparison Best Fund Administration Software for Private Equity in 2026: Allvue vs Dynamo vs Carta Picking the right fund administration software in 2026 is the single biggest operational decision a private equity or venture capital general partner makes outside of the deal itself. The post-2023 fee-disclosure […]