Capital markets · 8 min read
What a normalized rate curve means for U.S. middle-market M&A
Base rates have reset. Multiples have not. We unpack what that means for owners weighing a 2026 exit.
Short, honest pieces on the questions our clients ask most often. No jargon, no filler — just the point of view of a firm that spends every working hour with American middle-market owners.
Base rates have reset. Multiples have not. We unpack what that means for owners weighing a 2026 exit.
Succession is not a document. It is a series of hard, honest conversations — held early and often.
A field-tested integration playbook refined across twenty-plus mid-market transactions.
Complexity is the enemy of execution. We share the one-page framework our clients actually use.
Most owners underestimate the preparation runway. Here is the concrete list we work through with clients.
Why family-held companies that add one outside voice grow faster — and sleep better.
An underused tool for owners who want to de-risk but keep operating.
Six upgrades that turn a founder-led finance team into an institutional one.
Family constitutions do not have to be a hundred pages. Ours are twelve — and every family reads them.
One short, thoughtful email a month. No sales, no filler. Written by our partners for owners who want a clearer view of the middle market.
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