Key Bank: Mid-market companies have confidence and are investing in their future
KeyBank reports mid-market companies in eastern Pennsylvania show strong financial outlook and invest heavily in AI, workforce development, and M&A.
10 things business owners should avoid when planning a transition
Business owners should avoid common mistakes like neglecting the business and delaying tax planning when preparing for a business transition or sale.
Stevens & Lee expands into New England with merger
Stevens & Lee expands into New England by merging with Rhode Island firm Duffy & Sweeney, adding its 16th office and boosting regional capabilities.
Preparing your business for a transaction
There is a pervasive trend in middle market privately held businesses: owners continue to age towards retirement with no formal plan in place for exiting their business
Midstate M&A continues as global sales dip
Mergers and acquisitions around the world are down a whopping 44% during the first five months of 2023, according to Bain & Company, a global consulting firm
Op-Ed: Three dynamics impacting bank mergers and acquisitions in 2021
In 2020 banks took on new challenges, such as declining interest rates, in response to the COVID-19 pandemic, navigating the Paycheck Protection Program and working with community businesses to help them stay afloat in any way possible during government shutdowns and restrictions.
Before you rush into an M&A, know the tax traps
There are many other tax traps for business owners looking to buy or sell, but this article provides a sample of some of the more common issues. Before entering into any agreements, business owners should consult with their legal and tax advisors to review these types of issues.
Has technology changed the M&A process?
Business sellers and buyers have an easier time finding each other thanks to technology’s role in merger and acquisition digital deal-making. From online “data rooms” where documents are uploaded, read […]







