Insights

The platform acquisition cycle may be returning. CEPAs who understand what’s driving it — and who help clients prepare early — will create more options and better outcomes when transition opportunities emerge.

Jaclyn Ring and Todd Torquato receive the M&A Source Platinum Club Award in Minneapolis — as Ring presides over the 2026 Spring Conference in her role as Chair of the M&A Source Board of Governors.

The headlines are loud. The market signal underneath them is clear. Here’s what confident lower middle market dealmakers are doing differently right now.

REAG is back as Title Sponsor. Here’s where we’ll be, what we’re presenting, and how to make the most of Nashville.

How does a 30% rollover stake turn into $42 million? We break down the back-of-the-napkin math, explain the typical 5-7 year timeline, and reveal why the best time to start planning your exit is now.

Here’s how the “second bite of the apple” works. Buyers pay more for anything that reduces risk — and rollover equity is one of the most powerful tools for de-risking a transaction while positioning sellers for extraordinary wealth creation.