Private Equity Insights

Unlock value at every stage of the investment cycle with insights on due diligence, portfolio optimization, and risk management. CBIZ explores strategies that help private equity firms drive growth and maximize returns.

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Article

Anticipating Tax Policy Shifts in 2025: M&A Implications
Article
February 23, 2026
The Benefits of the “Bring Your Own Treaty” Structure
  • Private Equity
  • International Tax, Tax
February 23, 2026
The Benefits of the “Bring Your Own Treaty” Structure

Discover how a “Bring Your Own Treaty” structure can impact PE/VC funds with non-U.S. investors on lending, independent agent rules, and address state-tax nuances.

  • Private Equity
  • International Tax, Tax
Article
January 26, 2026
M&A Market Perspective 2026 Outlook: Momentum
  • Private Equity
  • M&A
January 26, 2026
M&A Market Perspective 2026 Outlook: Momentum

Explore the M&A Market Perspective: 2026 Outlook and discover trends that may shape the future of mergers and acquisitions.

  • Private Equity
  • M&A
Article
January 26, 2026
CBIZ Private Equity Advisory’s Private Equity Market Update – 2026 Look Ahead
  • Private Equity
  • M&A, Private Equity Advisory
January 26, 2026
CBIZ Private Equity Advisory’s Private Equity Market Update – 2026 Look Ahead

Get insights from the Private Equity Advisory’s Market Update – 2026 Look Ahead. Discover trends and deal activity as uncertainty remains.

  • Private Equity
  • M&A, Private Equity Advisory
Article
January 26, 2026
Cayman Islands CRS Rules Updated: What This Means for Financial Institutions
  • Private Equity
  • International Tax, Specialized Tax
January 26, 2026
Cayman Islands CRS Rules Updated: What This Means for Financial Institutions

Cayman tax reporting changes in 2026 – deadlines tighten and crypto counts. Here’s what’s new and how FIs can avoid penalties.

  • Private Equity
  • International Tax, Specialized Tax
Case Study
January 09, 2026
Benefit Plan Consolidation Significantly Reduces Private Equity Firm’s Premium Costs
  • Private Equity
  • Benefits, Benefits Administration, Benefits Consulting
January 09, 2026
Benefit Plan Consolidation Significantly Reduces Private Equity Firm’s Premium Costs

Explore the advantages of Benefit Plan Consolidation for streamlining your benefits and improving employee satisfaction.

  • Private Equity
  • Benefits, Benefits Administration, Benefits Consulting
Article
December 17, 2025
SEC 2026 Priorities: What’s New and What Changed from 2025
  • Private Equity
  • Audit & Attest
December 17, 2025
SEC 2026 Priorities: What’s New and What Changed from 2025

SEC’s 2026 exam priorities vs. 2025—what’s new, what changed, and what firms should focus on now.

  • Private Equity
  • Audit & Attest
Case Study
December 02, 2025
Accelerating Growth Through Working Capital Optimization
  • Private Equity
  • Advisory, Financial Accounting & Advisory
December 02, 2025
Accelerating Growth Through Working Capital Optimization

Learn the essentials of Working Capital Optimization to enhance your business cash flow and financial stability.

  • Private Equity
  • Advisory, Financial Accounting & Advisory
Article
November 19, 2025
OBBBA and Cross-Border Tax: What PE and VC Leaders Need to Know
  • Private Equity
  • International Tax
November 19, 2025
OBBBA and Cross-Border Tax: What PE and VC Leaders Need to Know

Learn how OBBBA and new IRS rules impact cross-border tax, CFC, and PFIC risks for private equity and venture capital funds.

  • Private Equity
  • International Tax
Article
November 04, 2025
CBIZ Private Equity Advisory’s Market Update – Q3 2025
  • Private Equity
  • M&A, Private Equity Advisory
November 04, 2025
CBIZ Private Equity Advisory’s Market Update – Q3 2025

CBIZ highlights how adaptability fuels momentum in the middle market, despite ongoing liquidity and fundraising pressures.

  • Private Equity
  • M&A, Private Equity Advisory
Article
November 04, 2025
Middle Market Momentum Outpaces the Mega-Deal Buzz
  • Private Equity
  • M&A, Private Equity Advisory
November 04, 2025
Middle Market Momentum Outpaces the Mega-Deal Buzz

As the broader market works to regain confidence, the middle market is showing how adaptability fuels momentum.

  • Private Equity
  • M&A, Private Equity Advisory
Case Study
October 29, 2025
Benefits Consolidation Yields Immediate Savings for Private Equity Group
  • Private Equity
  • Benefits, Benefits Administration, Benefits Consulting
October 29, 2025
Benefits Consolidation Yields Immediate Savings for Private Equity Group

Discover the advantages of Benefits Consolidation and how it can simplify your financial management in one easy process.

  • Private Equity
  • Benefits, Benefits Administration, Benefits Consulting
Article
October 21, 2025
Working Capital Optimization: Why Today’s Organizations Need It and How to Make it Happen
  • Private Equity
  • Private Equity Advisory
October 21, 2025
Working Capital Optimization: Why Today’s Organizations Need It and How to Make it Happen

Learn why working capital optimization is vital in today’s economy and how it can free up cash, boost liquidity, and fuel business growth.

  • Private Equity
  • Private Equity Advisory
Article
September 23, 2025
OECD Issues Revised Guidance on Tax Reporting for Financial Institutions and Crypto-asset Providers
  • Private Equity
  • Specialized Tax
September 23, 2025
OECD Issues Revised Guidance on Tax Reporting for Financial Institutions and Crypto-asset Providers

Stay ahead in 2025 with the latest OECD updates on CRS and CARF. Learn how to keep your institution tax compliant and accurate in reporting.

  • Private Equity
  • Specialized Tax
Article
September 23, 2025
Notice 2025-28: IRS Simplifies CAMT for Partnership Investments
  • Private Equity
  • Specialized Tax
September 23, 2025
Notice 2025-28: IRS Simplifies CAMT for Partnership Investments

Navigate the complexities of Corporate Alternative Minimum Tax (CAMT) with our interim guidance designed to optimize tax outcomes and ensure compliance.

  • Private Equity
  • Specialized Tax
Article
July 29, 2025
CBIZ Private Equity Advisory’s Market Update – Q2 2025
  • Private Equity
  • M&A, Private Equity Advisory
July 29, 2025
CBIZ Private Equity Advisory’s Market Update – Q2 2025

CBIZ examines market dynamics beyond the public headlines and highlight why private equity’s resilience remains a source of optimism.

  • Private Equity
  • M&A, Private Equity Advisory

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