top of page
All Posts


2026 Mergers and Acquisitions Trends What Lower Middle Markets Can Expect
The year 2026 is shaping up to be a significant period for mergers and acquisitions (M&A). Just weeks into the year, several major deals have already made headlines. Netflix announced its $82.7 billion acquisition of Warner Bros. Discovery, Global Payments completed a $24.25 billion purchase of Worldpay, and Boston Scientific plans to acquire Penumbra for $14.5 billion. These large transactions signal renewed confidence in dealmaking across industries. While these headline-gr

JC Rodriguez
Feb 34 min read


2026 M&A Landscape: Key Trends for US Lower Middle Market Transactions
The US Lower Middle Market (LMM) mergers and acquisitions (M&A) scene is set for a notable shift in 2026. After a cautious period in 2024 and 2025, the market is moving from hesitation to action. Deal volume is expected to rise sharply, driven by several powerful forces shaping the environment. Understanding these trends will help buyers, sellers, and investors prepare for what lies ahead. The Peak of the "Silver Tsunami" A major factor influencing the 2026 LMM M&A market is

JC Rodriguez
Dec 29, 20253 min read


Netflix Acquisition of Warner Bros & What It Means for the Lower Middle Market
The recent announcement that Netflix is acquiring Warner Bros has sent ripples through the entertainment industry. This deal, one of the largest in media history, signals a shift in how content is created, distributed, and consumed. While the headlines focus on the massive scale and the giants involved, there are important lessons for businesses in the lower middle market. Understanding these lessons can help smaller companies navigate their own growth and acquisition strateg

JC Rodriguez
Dec 5, 20253 min read


Why Poor Financials and Emotional Sellers Cause M&A Deals to Fall Apart
Mergers and acquisitions (M&A) often promise growth, new opportunities, and increased market share. Yet, many deals fail before they close. The number one reason for these failures is a combination of poor financials and emotional sellers. These factors create friction in negotiations, delay processes, and ultimately cause deals to collapse. Understanding how these elements interact and learning strategies to manage them can help business professionals protect themselves and

JC Rodriguez
Dec 2, 20253 min read


Essential Steps for Business Owners to Prepare for a Successful Sale
Selling a business is one of the most significant decisions a business owner can make. It requires careful planning, strategic preparation, and a clear understanding of what potential buyers look for. Preparing your business well in advance can increase its value, attract serious buyers, and ensure a smooth transition. This guide outlines the essential steps every business owner should take in the years leading up to selling their business. Understand Your Business Value Befo

JC Rodriguez
Nov 21, 20254 min read


Essential Steps to Successfully Sell Lower Middle Market Companies
Selling a lower middle market company can be a complex and challenging process. These businesses often have unique characteristics that require careful planning and execution to achieve a successful sale. Whether you are a business owner preparing to sell or an advisor guiding clients, understanding the essential steps involved can make a significant difference in the outcome. This post breaks down the key stages to help you navigate the sale smoothly and maximize value. A we

JC Rodriguez
Nov 20, 20253 min read
bottom of page
