Louisiana’s defense and national-security manufacturing base were front and center in January, with two completed transactions. In the first, Jeanerette-based Metal Shark Boats, LLC sold to Miami-based Magnet Defense LLC….
Pierce v. Commissioner, T.C. Memo 2025-29, April 7, 2025
January 20, 2026
The court reviewed a discounted cash flow valuation of a privately held S Corporation after gifts and sales of interests. It found the taxpayer’s expert assumptions credible, including cash flow…
Why Your Company Needs a Recurring Business Valuation
January 20, 2026
A recurring business valuation gives owners clarity and confidence—supporting smarter decisions, reducing risk, and ensuring the business is positioned for growth, transition, and long-term value creation….
Valuing Promissory Notes for Gift and Estate Tax Purposes: A Practical Guide
January 20, 2026
When planning for the transfer of wealth, promissory notes often play a central role. Whether used as part of an intrafamily loan strategy, a sale to an Intentionally Defective Grantor…
M&A Report: Louisiana M&A activity in 2025 driven by infrastructure, energy and industrials
January 7, 2026
Louisiana’s 10 largest mergers or acquisitions in 2025 underscore the continued national and international interest in the state’s strategic infrastructure, natural resources, energy services and industrial technology sectors. At least…
“There is a lot of new activity in the market that is building a good economy while existing employers like Michoud have fascinating things going on.” When Gay LeBreton joined…
M&A Report: HOST, Sazerac, Danos and Maritime Partners expand rapidly through strategic acquisitions
November 6, 2025
Several Louisiana-based companies are growing aggressively through acquisitions. Within the past five weeks, T. Parker Host, Sazerac Company, Maritime Partners and Danos each completed their second or even third acquisition…
We are excited to share our Insurance Underwriters Industry Report, featuring our insights into mergers and acquisitions activity among underwriters in the Life & Health, Managed Care, and Property &…
M&A Report: Lamar Advertising executes industry-first UPREIT billboard acquisition
September 30, 2025
In a landmark transaction in July, Baton Rouge-headquartered Lamar Advertising Co. acquired Tempe, AZ-based Verde Outdoor using the first-ever UPREIT deal in the billboard industry. Rather than opting for cash…
M&A Report: All Star Automotive sells in landmark deal
September 30, 2025
In what may be the largest auto dealership transaction in Louisiana history, Baton Rouge-based All Star Automotive Group has agreed to sell for a reported $700 million. The buyer is…
M&A Report: Crescent Bank exits auto lending in major deal
July 21, 2025
New Orleans-based Crescent Bank has agreed to sell its auto financing division to Arra Finance. The deal, expected to close in the third quarter of 2025, will add Crescent’s $815…
M&A Report: Eaton finalizes $1.4B acquisition of Minden’s Fibrebond
April 15, 2025
Underscoring the critical role of infrastructure supporting the digital age, Eaton Corp., a global intelligent power management company, agreed in March to buy Minden, Louisiana-based Fibrebond Corporation in a transaction…
