If your buyer is backed by private equity, there is a growing chance you are not being acquired as a new platform. You are being acquired as an add-on to one the firm already owns. That single fact changes what the offer on the table actually means. Add-on acquisitions have quietly become the dominant way…
Signing the letter of intent feels like crossing the finish line. It is not. It is the starting gun. And the scrutiny waiting on the other side is heavier than ever. A study from Bayes Business School and SS&C Intralinks looked at more than 900 global deals and found that average pre-announcement due diligence has…
A headline this week declared that mid market deal activity continues to plummet. It is a strong word. Then you read the numbers underneath it and a different picture appears. Through the first five months of this year the total value of these deals is up. The average deal size is up. The thing that…
I used to be a pretty good pitcher. Then one season I joined a new team. I showed up thinking I would be on the mound. The coach had other plans. His son was a pitcher, and from the first practice I was told in a hundred small ways that I was not good enough.…
A new report from Axial, a private deal network covering the lower middle market, breaks down the most common reasons signed letters of intent failed to close on its platform in 2025. The leading cause was not financing. It was not the seller getting cold feet. It was diligence findings that surfaced after the LOI…
Are you anticipating a Sudden Wealth windfall? Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website. As much as you might like…
Robert Pagliarini was interviewed by CNN Business for a financial column regarding cryptocurrency (Bitcoin) consulting. You can read the full article here titled “Want to invest in cryptocurrency? There’s a consultant for that.” Robert made it clear that he does not make recommendations for what cryptocurrencies to invest in; only that he works with those…
If you have won the lottery and want to know if you should take the lump-sum or the annuity (or even if you didn’t win and just want to dream a little), take the online Lump Sum vs. Annuity Quiz and see for yourself!
Robert was recently featured on Fit Small Business, offering expert advice on successfully setting the rules for a fair office lottery pool. Read the full article here: 21 Innovative Ideas for Fun Office Pools
What’s the best way to manage sudden wealth? What steps should you take if you receive a windfall? Find the answers to these questions, as well as crucial advice from Robert Pagliarini and other financial professionals in the latest “Ask Briana” Q&A column in The New York Times.