Articles & Case Studies

Cornerstone International Alliance Focused on Serving Lower Middle Market We are delighted to announce that PAX Corporate Finance has joined Cornerstone International Alliance (C.I.A.); an international mergers and acquisitions alliance. The Alliance is comprised of 32 industry-leading, M&A and corporate finance firms, primarily in the US, but now expanding globally.  PAX Corporate Finance is a […]

The landscape of business ownership is shifting as baby boomers approach retirement, creating a surge in ownership transitions known as the silver tsunami. This generational shift underscores the critical need for well-structured exit and succession planning. Business owners who take a proactive approach can maximize their wealth, protect their legacy, and ensure continuity for their companies.

In the world of mergers and acquisitions (M&A), business owners often face critical decisions about growth, valuation, and exit strategies. Successfully navigating these challenges requires a combination of strategic planning, financial discipline, and emotional readiness. A recent conversation with an experienced business advisor sheds light on the intricacies of scaling a business, preparing for sale, and optimizing enterprise value.

Mergers and acquisitions (M&A) are among the most complex and high stakes endeavors in the business world. For sellers, the process demands meticulous preparation, particularly in the areas of insurance and risk management.

Effective tax planning is a cornerstone of successful business transitions, especially for owners preparing for a sale or other significant changes. Advanced planning allows business owners to maximize value, minimize tax burdens, and ensure long-term financial security.

Referral networks play an indispensable role in business development, particularly in industries like mergers and acquisitions (M&A) and professional services, where trust and credibility are paramount. Despite their importance, referrals are often underappreciated or taken for granted. Yet, building and managing these networks requires intentional effort, professionalism, and a commitment to creating meaningful, value-driven relationships.

In today’s dynamic mergers and acquisitions (M&A) landscape, the role of virtual data rooms (VDRs) has evolved into a cornerstone of efficient, secure deal execution. With M&A transactions demanding precision, speed, and ironclad security, sophisticated VDR platforms have become essential tools for dealmakers.

The software industry continues to experience exponential growth, driven by rapid digitization and increasing reliance on technology across sectors. As this evolution unfolds, mergers and acquisitions (M&A) in the software space are more dynamic and complex than ever.

The journey of building a thriving business is a blend of innovation, resilience, and strategic planning. In the competitive beverage industry, a new player emerged with a unique proposition: a zero-carb, zero-sugar cocktail brand inspired by the keto lifestyle. This success story offers valuable lessons for entrepreneurs across industries.

The marketing services industry has witnessed significant transformations over the years, driven by rapid innovation, evolving consumer demands, and increasing competition. For professionals transitioning from business owners to M&A advisors, the journey offers valuable lessons on growth, preparation, and the art of successfully navigating exits.