News & Insights

From Capital to Collaboration: The Modern Approach to PE Partnerships - Part A

May 9, 2025

As private equity firms evolve beyond traditional investment models, their approach to creating value has become more sophisticated than ever.

Article

BDO Global M&A Horizons - Issue 2 2025

April 29, 2025

This edition of BDO M&A Horizons is focused on Real Estate, TMT, Financial Services, and Natural Resources. Global data shows a decline of approximately 25% in deal activity for Q4 2024 and the heat chart shows a reduction in the number of expected transactions over the next few months.

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Podcast

Mastering the Middle Market: A Milestone Discussion

April 23, 2025

Decades of evolution in the private equity space have proven that the most successful firms know how to adapt while staying true to their core principles.

Article

BDO Capital Q4 2024 Electronic Contract Manufacturing Services M&A Market Update

February 26, 2025

The electronic contract manufacturing services (ECMS) sector saw lackluster equity performance throughout 2024, despite a banner year for the broader S&P 500 market.

Article

BDO Global M&A Horizons - Issue 1 2025

January 30, 2025

In this edition of BDO M&A Horizons the overall global data shows a decline on deal activity in the second half of 2024, a drop of around 7%, although the value held up. The year saw a huge amount of political change around the world, together with inflation, high interest rates and general unrest.

Article

BDO Capital Advisors Announces New President & CCO

January 2, 2025

BDO Capital Advisors, a FINRA/SIPC member firm, announces the appointment of Jason Frank as president and chief compliance officer.

Article

Business Transitions in a Post-TCJA World: Can an ESOP Help Mitigate Tax Uncertainty?

October 21, 2024

Read on to learn specifics about the possible impact of the scheduled TCJA sunsetting, and why now may be the time for business owners to consider an ESOP.

Article

Directing Change: Effective Succession Planning for a Business Transition

September 13, 2024

Change is an inevitable facet of life as well as business. One of the most impactful transformations a company can undergo is an ownership transition, yet it often is overlooked in a company’s long-term strategic vision. And, while many companies have succession plans, these plans frequently neglect this critical element.

Article

ESOPs Offer Tax-Efficient Business Succession in an Estate Plan

August 26, 2024

BDO USA tax practitioners and BDO Capital ESOP advisors discuss ways to maximize efficiencies for income and estate tax purposes with business succession planning before an ESOP sale transaction.

Article

BDO Capital Advisors Announces Promotions for ESOP Advisory Division

August 8, 2024

BDO Capital Advisors recently announced the promotion of Scott Leach to Managing Director, Jacob Cook to Director, Hayden Smith to Senior Associate, and Stone Brown to Experienced Associate.

Article

BDO Capital Q2 2024 Electronic Contract Manufacturing Services M&A Market Update

July 9, 2024

The electronic contract manufacturing services (ECMS) sector has demonstrated continued momentum in 2024, benefitting from stabilizing supply chains and resilient consumption activity.

Article

BDO Capital Q2 2024 Manufacturing M&A Market Update

July 2, 2024

Manufacturing sector M&A plateaued in 2023 and activity continued to slow in Q1 2024, with inflation, recession fears, higher cost of capital, geopolitical instability, and supply chain fragility contributing to a cautious approach to transactions.

Article

Financial Forecast Considerations When Selling to an Employee Stock Ownership Plan (ESOP)

June 25, 2024

The efficacy of structuring corporate transactions, especially in the context of an ESOP, is fundamentally dependent on accurate financial forecasting.

Article

ESOP FAQs

February 8, 2024

Common questions and answers related to the creation, financing, valuation and tax benefits of employee stock ownership plans (ESOPs).

Article

BDO Capital Q3 2023 Electronic Contract Manufacturing Services M&A Market Update

December 5, 2023

The electronic contract manufacturing services (ECMS) sector has demonstrated continued momentum in 2023 despite facing various macro-economic headwinds.

Article

BDO Capital Q2 2023 Debt Market Update

August 22, 2023

U.S. institutional leveraged lending issuances exhibited a slight decrease from $52B in Q1 to $48B in Q2.

Article

BDO Capital Q2 2023 Building Products & Materials M&A Market Update

May 19, 2023

This issue of the Building Products & Materials (BP&M) newsletter describes the current state of the BP&M market and how high interest rates, high home prices, and investor concern around a potential recession in the U.S. have driven an unremarkable first quarter of M&A activity for the BP&M industry.

Article

BDO Global M&A Horizons - Issue 2 2023

May 10, 2023

In addition to our Global View, this edition of BDO M&A Horizons dives deeper into industry insights focusing on Manufacturing, TMT, Financial Services, Real Estate, Packaging and Natural Resources.

Article

Guide to Selling Your Technology Business

May 8, 2023

Among historically high demand and a fast-paced deal environment, many technology leaders are looking to explore a sale. However, in order to ensure a seamless sale process and get the best possible valuation, extensive preparation is required.

Article

BDO Capital Q1 2023 Manufacturing M&A Market Update

March 29, 2023

The manufacturing sector demonstrated continued momentum in 2022 despite facing various macro-economic headwinds.

Article

BDO Capital Q1 2023 Debt Market Update

March 10, 2023

U.S. leveraged lending sentiment moderated significantly in 2022 with net withdrawals of $9B from the asset class.

Article

BDO’s 7 Private Equity Predictions for 2023

March 8, 2023

The upward trajectory of dealmaking that began in the fourth quarter of 2020 and sustained through 2021 did not continue in 2022.

Article

BDO Global M&A Horizons - Issue 1 2023

February 23, 2023

Welcome to a new year of Horizons and the first issue that looks back at all of 2022.

Article

BDO Capital Q4 2022 Manufacturing M&A Market Update

December 14, 2022

After a record year in 2021, M&A activity in the manufacturing sector has slowed through Q3 2022 as a result of unfavorable market conditions.

Article

BDO Capital Q3 2022 Debt Market Update

September 15, 2022

Total U.S. leveraged lending during the first half of 2022 has experienced heightened volatility given global economic uncertainty, continued inflationary pressures and greater geopolitical risk.

Article

BDO Capital Advisors Announces Promotions

August 26, 2022

BDO Capital Advisors, LLC recently announced the promotion of Eric Higgins to Managing Director, Jacob Cook to Vice President, Adnan Muminovic to Senior Associate, Carlos Medina Centanni to Associate, and Marcus Russell to Associate.

Article

BDO Capital Expands Atlantic Region Presence to Richmond

March 26, 2021

BDO Capital’s Richmond presence will be led by Patrick Bisceglia, Managing Director and Co-Head of BDO Capital’s Technology, Media & Telecom (TMT) and Business Services sectors.