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The Baby Boomer Generational Wealth Transfer is Happening Now
February 6, 2026The much-spoken-about “great wealth transfer” isn’t just a future event; it’s already underway. Driving this are Baby Boomers. Most of…
What is Islamic Finance – What It Is & What It Isn’t
January 15, 2026Islamic finance is often misunderstood. Many look at it as a niche financing option or region-only; however, it plays a…
Ethical Private Equity Isn’t an Option – It’s the Standard
January 7, 2026Private equity (PE) has always had a reputation for problems. This was generally caused by decades of ruthlessness from buyout…
Why M&A Is No Longer Reserved for Large Corporations
December 30, 2025For years, mergers and acquisitions (M&A) were seen as a growth strategy for only Fortune 500 companies. Now, though, nearly…
Why OCX Advisors?
September 16, 2025In the large and often foggy world of M&A advisory, clarity is rare—and distinction is essential. Every firm has its…Finance, Mergers & Acquisitions
The Rise of Earnouts in Mergers & Acquisitions: A great tactic to mitigate risk & realize future gains
May 7, 2025One increasingly popular tool in deal structuring is the earnout—a financial arrangement where a portion of the purchase price is…
Finance, Mergers & Acquisitions
Not including Mergers & Acquisitions in your arsenal is robbing your company
April 30, 2025For businesses in the lower middle market, organic growth is often slow and resource-intensive. But what if there was a…
Finance, Mergers & Acquisitions
2025 Lower Middle Market M&A: A Favorable Turn Driven by Rates, Private Equity, and Boomer Exits.
April 26, 2025A look at the key trends and factors driving renewed optimism and activity in M&A lower middle market for 2025,…
Finance, Mergers & Acquisitions
Why having an M&A Advisor is crucial to deal success.
April 19, 2025M&A deals are incredibly complex, with potential pitfalls requiring a specialized advisor. This is where an M&A advisor often becomes…
Finance, Mergers & Acquisitions
What does the M&A deal cycle look like?
April 14, 2025The world of mergers and acquisitions (M&A) can seem like a whirlwind of high-stakes decisions and intricate processes. But at…
