Benjamin Franklin, once said, "In this world nothing can be said to be certain, except death and taxes." While true for the most part, Qualified Small Business Stock (QSBS) offers one of the most powerful but often overlooked tax saving opportunities in M&A transactions. When properly structured and documented, it can result in millions in federal tax savings, offering founders, investors and employees a unique opportunity to unlock tax-free capital gains. Allied Advisers is

Allied Advisers is thankful to have advised our unicorn client Standard AI on the divestiture of GoSkip, a point-of-sale software business, to leading Point of Sale Software and Restaurant Software company PAR Technology (NYSE: PAR). Congratulations to Angie Westbrock, Dave Kuwada, Jeff Hsu, Lindsay Aulick and the GoSkip team for a successful exit! We wish you the very best for the future. Savneet S. thanks to you and PAR team for your interest in this acquisition. Read the

Allied Advisers is pleased to release its latest report “Navigating M&A in a Volatile Market”. We are seeing recovery despite the headwinds – we had 4 clients exit in Q1 2025 and advised on 8 transactions in the last 10 months. We currently have several clients who currently have significant interest from strategic and PE firms. This report covers some of the best practices which founders, management and investors of both early and late stages can develop in their tool kit to

Congratulations to Som and Himanshu and the talented team of Ai Palette, headquartered in Singapore with team in India and US, for their notable exit to UK listed GlobalData! As Innovators in AI-first customer insight platform, AI Palette helps brands globally decode digital consumers and predicts the next big trend in F&B, beauty, wellness and other areas. Ai Palette has helped global CPG companies like Diageo, PepsiCo, L’Oreal, Mondelez and Nestle among others launch the

Congrats to Amiya Adwitiya and the experienced team of Squadcast for achieving this notable outcome with SolarWinds and seeing their vision in the AI-powered incident response and SRE market come true! Allied Advisers is thankful to have served as sell-side advisor in this process. Read the press release here #IncidentResponse #SiteReliabilityEngineering #ArtificialIntelligence #Exit #MergersandAcquisitions

Allied Advisers is publishing our sector update on Automation Software which provides an overview of this important segment, recent exciting trends, monetization models, the transactional market and active acquirers and investors in the ecosystem. Fueled by machine learning and AI, Automation continues to revolutionize business processes across industries at an unprecedented pace. Automation technologies, including Robotic Process Automation (RPA), Intelligent Process Autom