#corporate finance
8 articles found
AI in M&A Due Diligence: Contract Review, QA Sampling, and Clean-Team Risks
Where AI speeds up due diligence, how to measure what it misses with a simple sampling test, and the confidentiality and clean-team rules deal teams must keep.
Selling to an ESOP in 2026: Deal Math, Section 1042, and the Repurchase Obligation
How an ESOP sale works in 2026: leveraged deal math, Section 1042 deferral, S corporation tax rules, repurchase obligations, and the new valuation rules.
Capital Allocation: NPV vs IRR, Hurdle Rates, and Choosing Between Reinvesting, M&A, Debt Paydown, Dividends, and Buybacks
How to rank projects when NPV and IRR disagree, set a hurdle rate at a 5.24% Treasury yield, and weigh reinvesting, M&A, debt paydown, dividends, and buybacks.
Private Debt: Strategic Business Funding
A borrower guide to direct lending: who qualifies, 2026 pricing, how much debt a company can carry, covenants, call protection, and what happens in trouble.
Leveraged Buyouts in 2026: How the Math Works, Where Returns Come From, and What Breaks Them
How leveraged buyouts work in 2026: capital structure, a worked LBO with return attribution and stress tests, the interest deduction limit, and why deals fail.
Post-Merger Integration: Day One, Synergy Tracking, People, and Systems
A practical post-merger integration guide: how far to integrate, a day-one checklist, synergy tracking with one-time costs, retention, and IT migration risk.
M&A Due Diligence in 2026: Earnings Quality, Working Capital, Cyber Risk, and Deal Terms
How M&A due diligence works: a worked quality of earnings and working capital example, contract and cyber checks, 2026 HSR rules, and escrows and RWI.
Mezzanine Financing in 2026: What It Costs, How PIK and Warrants Work, and When It Beats Selling Equity
How mezzanine debt works for mid-sized companies: where it sits, its real cost with PIK and warrants, a worked comparison with selling equity, and key terms.