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H-1B Filings in Private Equity Research: A 2026 Protocol

How private equity analysts can read H-1B Labor Condition Application records in 2026: which facts they corroborate, which inferences fail, plus a field table and worksheet.

November 2, 2026• 27 min read
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Child Care Center Ownership Data: A Site-to-Operator Protocol

How to map child care center ownership data from state licensing files in 2026: California and Texas source inventories, site-to-operator reconciliation fields, coverage math and a blind-sample test for vendor maps.

November 2, 2026• 31 min read
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Federal Subaward Data for Private Equity Market Maps

How to use federal subaward data in private equity market maps in 2026: SAM.gov API and USAspending fields, the $30,000 vs $40,000 threshold, duplicate handling, and a fictional worked example.

November 2, 2026• 30 min read
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NHTSA Manufacturer ID vs Brand: Target Identity Worksheet

Explainer on NHTSA manufacturer ID vs brand for 2026: Part 566 and MID fields, WMI and multi-stage builders, 23,174 API manufacturer records vs 12,417 makes, and a decision table.

November 2, 2026• 28 min read
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OSHA 300A Data for Industrial Target Screening: What It Shows

How to read OSHA 300A data for industrial target screening in 2026: who must submit, establishment matching, TCR and DART formulas, BLS benchmarks, and four screen outcomes.

November 2, 2026• 29 min read
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PHMSA Hazmat Registration Lookup for PE Target Screening

A 2026 guide to PHMSA hazmat registration lookup for private equity: distinguish registrants, carriers and shippers, reconcile USDOT identities, and retain access exceptions and unresolved entity matches.

November 1, 2026• 22 min read
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FCC Form 499 Filer Database: Map Filers, Brands, Affiliates

How to read the FCC Form 499 filer database in 2026: 499 Filer ID vs FRN vs 498 ID, DBA and affiliate names, BDC common-control names, a join worksheet and a fictional three-record example.

October 31, 2026• 30 min read
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How to Tell if a Company Is a Freight Broker or Carrier

2026 guide to classifying a company as freight broker, carrier or both from FMCSA authority: USDOT vs MC/FF/MX numbers, SAFER vs L&I vs Motus, a status grid, and a worksheet.

October 31, 2026• 31 min read
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EIA-860 Owner vs Operator: A Power Asset Crosswalk for PE

EIA-860 owner vs operator explained for 2026: Schedule 4 owner shares, the absence rule, annual vs monthly vintages, registry-based entity resolution and a reconciliation table schema for PE.

October 31, 2026• 28 min read
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CLIA Lab Lookup for PE Target Maps: Certificate to Operator

Explainer on CLIA lab lookup for PE target maps: search CMS QCOR, read certificate types, and resolve sites to operators with a 2026 crosswalk template, rubric and 301,284-lab CMS counts.

October 31, 2026• 28 min read
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Wage and Hour Due Diligence for Private Equity: DOL Hits

A 2026 guide to matching employers in WHD records, reading findings and dollar fields, comparing federal and state sources, and escalating acquisition diligence with a fictional worksheet.

October 31, 2026• 23 min read
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Form 990 Schedule R Taxable Related Organizations: PE Guide

A 2026 guide to Schedule R taxable affiliates for PE research, covering control tests, reported percentages, filing lag, current operator checks, and a field-to-claim ownership worksheet.

October 30, 2026• 24 min read
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NYC Contract Awards vs. Payments: A PE Screening Worksheet

A 2026 NYC contract awards vs payments guide for PE teams: navigate PASSPort and Checkbook, reconcile vendor identities and amount types, and document municipal exposure with a record-level worksheet.

October 29, 2026• 21 min read
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Why Roll-Ups Fail: Research on Serial Acquirers

What studies of frequent acquirers and 1990s roll-up IPOs show, why no single roll-up failure rate exists, and a screen for testing roll-up fit.

October 29, 2026• 14 min read
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Why Small Private Companies Sell for Lower Multiples

Why EBITDA and SDE multiples rise with company size, what BizBuySell, IBBA and Pepperdine data can and cannot show, and a checklist for reading any range.

October 29, 2026• 14 min read
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Recapitalization Explained: Minority vs Majority Recaps

What a recapitalization changes, how minority, majority and dividend recaps differ, what research says about leverage, and questions for counsel.

October 29, 2026• 13 min read
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Sell-Side M&A Process: Stages and Timing for Buyers

A buyer's walk through a banker-run sale: teaser, NDA, CIM, IOI, management meetings, LOI, diligence, signing and closing, with evidence and a timeline.

October 28, 2026• 14 min read
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How to Choose a Platform Company for a Buy-and-Build

Platform company selection criteria for a buy-and-build: what to test before diligence, what BCG, Bain and survey evidence show, and a weighted scorecard.

October 28, 2026• 14 min read
platform company private equityplatform acquisition criteriaplatform vs add-on

Seller Notes and Rollover Equity: How Owners Stay In

Seller notes vs rollover equity: mechanics, ranking, tax outline (IRC 453, 351, 721), SBA 7(a) limits, a downside case and an owner worksheet.

October 28, 2026• 13 min read
seller noteseller financing business acquisitionrollover equity

Reading 'Background of the Merger' in Merger Proxies

How to find and read the Background of the Merger section in a DEFM14A, build a sale-process fact sheet, and reconcile counts, with a real 2026 example.

October 28, 2026• 14 min read
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SEC EDGAR Full-Text Search: Find Private Companies

How to use SEC EDGAR full-text search to find private companies named in public filings: query syntax, 8-K and exhibit rules, fair access and evidence.

October 28, 2026• 13 min read
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