The M&A market witnessed a slowdown during 2023 attributed to rising interest rates and tighter debt markets, prompting private equity firms to target smaller acquisitions in the lower middle market. Private equity deal volume reached all-time highs in 2021 as a result of historically low interest rates and strong economic growth before declining 9.4% in […]

It’s widely recognized that establishing strategic priorities and actively pursuing them is essential for a thriving practice. In our recent discussions with advisors in late Q4 2023/early Q1 2024, many eagerly voiced their intent to address identified gaps in their business models and areas of focus. We heard themes around growing teams, acquiring practices, maximizing […]