/ Research & Valuation

Transaction discipline in volatile capital markets

Proprietary valuation indices, EBITDA adjustment frameworks, and deal structuring intelligence derived directly from closed mid-market mandates across North American corporate sectors.

Executive Briefings

Monographs for boardroom fiduciaries

Each publication provides actionable transaction mechanics, regulatory precedents, and private market liquidity benchmarks authored by our senior advisory partners.

Valuation Mechanics
Transaction Structuring
Capital Structure

EBITDA Normalization Standards

Cross-Border Tax Considerations

Private Credit & Subordinated Debt

Deconstructing non-recurring expenses, executive compensation add-backs, and supply chain adjustments during quality of earnings audits.

Navigating statutory withholding, asset allocation rules, and treaty protections in transatlantic middle-market carve-outs and strategic acquisitions.

Current senior leverage multiples, unitranche pricing shifts, and covenant parameters shaping leveraged buyout structures in current debt markets.

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Distributed quarterly exclusively to business owners, corporate development executives, and institutional sponsors preparing for liquidity mandates.