News

$100M+ senior care acquisition tops January M&A activity

By: G.F. Gay Le Breton and Alexander Aguilar February 8, 2022 https://bit.ly/3ou78qz Louisiana M&A activity remains strong coming off 2021. Twenty-three deals were either closed or announced in the month of January, compared to 19 in the same month of last year. Two …

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Increased Scrutiny and Battles Surround Intellectual Property

By: Marc KatsanisIntellectual property (IP) is often a company’s or individual’s most significant asset.  When there is a dispute over the ownership or an alleged infringement of an IP asset, the owner of the IP may be entitled to monetary …

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Yes Virginia, There is a Way to Maximize After Tax Proceeds When Selling A Business

By: Marc KatsanisGRATS, CRUT, DAF, QSBS, ESOP…DIKWIAD?  Break it down, TED. Proper tax planning in advance of a transaction can result in substantially higher after-tax proceeds to the seller. The earlier the planning starts, the less risky the plan is …

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Top 10 M&A transactions in Louisiana in 2021

By: G. F. Gay Le Breton and Ryan Gerton January 13, 2022  https://bit.ly/3zWgxeR Louisiana experienced a record year for merger and acquisition activity in 2021, with 208 announced or closed transactions disclosed, involving a Louisiana target, buyer or seller. The figure is …

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Post-Katrina startup sales top November M&A activity

By: G. F. Gay Le Breton and Ryan Gerton December 15, 2021https://bit.ly/31WhF5V Three more post-Hurricane Katrina startups agreed to sell in November, including Mandeville-based Sunpro Solar. Sunpro signed a deal with national home-security company ADT Inc. for an estimated purchase price of …

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Startup transactions top October M&A activity

By: G. F. Gay Le Breton and Ryan Gerton November 15, 2021  https://bit.ly/3cecQGi Last month’s blockbuster announcement that New Orleans tech startup Lucid Holdings is selling to Swedish software firm Cint Group for $1.1 billion overshadowed the news of other …

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Levelset’s $500M sale tops September M&A activity

By: G. F. Gay Le Breton and Ryan Gerton October 18, 2021 https://bit.ly/2YZ32gJ The standout Louisiana M&A transaction in September was the announcement that Express Lien (doing business as Levelset) will sell to publicly-traded construction management software company Procore, Inc. in a transaction …

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BBQ products, dog magazine top July M&A activity

August 10, 2021 By: G. F. Gay Le Breton and Ryan Gertonhttps://bit.ly/3kqOluI Baton Rouge-based BBQGuys is planning to go public through a transaction with Velocity Acquisition Corp., a blank-check firm, less than a year after it sold to Brand Velocity Partners. …

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2 Louisiana companies make strategic moves in August

September 20, 2021 By: G. F. Gay Le Breton and Ryan Gerton https://bit.ly/39nCGq0 August saw one of the largest deals involving a Louisiana company over the past 10 years, when Monroe-based telecom giant Lumen Technologies, Inc. agreed to sell a portion …

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Ryan Gerton Promoted to Associate

August 21, 2021 – The Board of Directors of Chaffe & Associates, Inc. is pleased to announce that Ryan Gerton, ASA has been promoted to Associate. Ryan has been with the company since 2016. He is a Research Analyst in …

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