acquisition screening
4 Articles
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.
SBA Size Standards vs Lower Middle Market: A PE Guide
A 2026 guide for PE teams separating SBA size standards from lower-middle-market screens, with NAICS thresholds, revenue and EBITDA mandate comparisons, affiliation review triggers, and a two-layer worksheet.
How to Reconcile EPA and OSHA Records for Target Mapping
A 2026 protocol for joining EPA FRS facilities to OSHA inspection establishments in acquisition maps, with a source-field crosswalk, match rules, fictional examples, and a reconciliation worksheet.
How to Estimate Private Company Revenue for M&A
A 2026 guide to estimating private company revenue for M&A screens, with an evidence ladder, metric translations, proxy ranges, and threshold rules.