Insights

Global M&A momentum that reaccelerated in 2025 is carrying into 2026—but with a twist: AI-driven strategic urgency is colliding with tighter “discretionary” capital, pushing dealmaking toward scale, quality, and creative structuring. That’s the central tension highlighted in CNBC’s February 25, 2026 piece (linked above), and it aligns with what major advisory and research firms are […]

Your Attractive HeadingIn most M&A deals, the Letter of Intent (LOI) is where a transaction stops being “interesting” and starts becoming real. It’s not the final agreement—and it shouldn’t read like one—but a good LOI does three things well: Defines the business deal (price, structure, key terms) Sets the process (timeline, diligence, who does what)

Investor engagement doesn’t begin when you send a deck. It begins when an investor decides whether you’re credible enough to spend time on. In today’s market, capital is selective. Institutional investors, family offices, and sophisticated high-net-worth investors see a constant flow of opportunities, and they filter ruthlessly. The fastest way to get filtered out isn’t

A reverse merger can be a powerful way to access the public markets without the cost, timing, and sponsorship dynamics of a SPAC. But if your goal is NYSE American, the reverse merger is only the beginning. NYSE American has specific requirements for companies formed through a reverse merger—commonly referred to as the Reverse Merger

Regulation A has become a popular way for growth companies to raise capital from the public without going through a full traditional IPO process. Often described as a “mini-IPO,” Reg A can provide access to a broader investor base, allow general solicitation, and support brand-building alongside fundraising. But before a company moves forward, one decision

In U.S. capital markets, one of the biggest friction points in private offerings is liquidity. Investors may be willing to buy unregistered securities in a private placement—but they also want a credible path to resell those securities later without forcing the issuer into a full SEC registration. That’s where Rule 144A comes in. Rule 144A

Overview: Two Related (But Different) Concepts Under the Corporate Transparency Act (CTA), many U.S. and U.S.-registered entities must report Beneficial Ownership Information (BOI) to the Financial Crimes Enforcement Network (FinCEN). In that process you may also encounter a FinCEN identifier (“FinCEN ID”)—a unique number FinCEN issues to an individual or entity to streamline BOI reporting.

SPACs have had a headline-grabbing run for one simple reason: they promise a faster, more controlled path to the public markets than a traditional IPO—while offering a company flexible capital options to fund growth, de-lever, or execute M&A. Done well, a SPAC can be a highly efficient public-market entry. Done poorly, it can be an

If you’re issuing securities—common stock, preferred, warrants, notes, units, or new classes created through a corporate action—there’s a moment when “legal paper” has to become “market-ready.” One of the clearest signals you’re approaching that moment is the need for a CUSIP number. A CUSIP (Committee on Uniform Securities Identification Procedures) is a unique identifier used

In Nevada, a corporate custodianship is a court-supervised process where a district court appoints a custodian to take control of a Nevada corporation in specific problem scenarios—most commonly when the company is effectively abandoned or paralyzed (e.g., no functioning management/board, deadlock, or failure to take required corporate steps). The goal is typically to stabilize the