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Deal Mechanics

Cash-Free, Debt-Free: The Cash You Don't Actually Get to Keep

What counts as cash during M&A negotiations, and what gets discounted or trapped

CJ Gustafson

•

Jul 1, 2026

Credit Agreement

The Cash Sweep: Why a Great Year Comes With a Bill You Didn't Budget

How excess cash flow sweeps work and impact your operating cadence

CJ Gustafson

•

Jun 24, 2026

Mid-Hold Financing

How Dividend Recaps Work

How Your Sponsor Gets Paid Without Selling the Company

CJ Gustafson

•

Jun 17, 2026

Tax & Structuring

The Tax You Triggered by Hiring One Person in New York

How does Nexus work?

CJ Gustafson

•

Jun 10, 2026

Looking for Leverage

Join the list to receive the playbooks the top PE operators use to drive shareholder value.

Latest

Management Equity

What Your Sponsor's Hurdle Tells You About Them

CJ Gustafson

•

Jun 3, 2026

Management Equity

Why Your PIUs Aren’t the Stock Options You’re Used To

CJ Gustafson

•

May 27, 2026

Deal Mechanics

Debt-Like Items: Where the Final Equity Check Actually Gets Decided

CJ Gustafson

•

May 20, 2026

Deal Mechanics

Key-Man Risk 101: What to Expect as a Future PE-Backed Exec During Negotiations

CJ Gustafson

•

May 13, 2026

Deal Mechanics

The Tax Mechanic That Showed The Whole Company My Comp

CJ Gustafson

•

May 6, 2026

Reporting & Metrics

Why Your Sponsor Has a Different EBITDA Number Than You Do

CJ Gustafson

•

Apr 29, 2026

Are you a Finance Leader at a Private Equity backed company?

Cash-Free, Debt-Free: The Cash You Don't Actually Get to Keep

The Cash Sweep: Why a Great Year Comes With a Bill You Didn't Budget

How Dividend Recaps Work

The Tax You Triggered by Hiring One Person in New York

Looking for Leverage

Latest

What Your Sponsor's Hurdle Tells You About Them

Why Your PIUs Aren’t the Stock Options You’re Used To

Debt-Like Items: Where the Final Equity Check Actually Gets Decided

Key-Man Risk 101: What to Expect as a Future PE-Backed Exec During Negotiations

The Tax Mechanic That Showed The Whole Company My Comp

Why Your Sponsor Has a Different EBITDA Number Than You Do

Looking for Leverage

Looking for Leverage

Are you a Finance Leader at
a Private Equity backed company?