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Lower Middle Market Weekly Outlook

The Treasury Department has had enough of these so-called tax inversion deals. Last week, the Department announced an action that “eliminates certain techniques inverted companies currently use to gain tax-free access to the deferred earnings of a foreign subsidiary, significantly diminishing the ability of inverted companies to escape U.S. taxation. It also makes it more difficult for U.S. entities to invert by strengthening the requirement that the former owners of the U.S. company own less than 80 percent of the new combined entity.”

While the steps may cause some change of future strategies — and a reconsideration of current deals — some are skeptical that the Treasury Department really has the power to prevent the inversions at all.

In other news, the SEC has charged Lincolnshire Management with fee violations and CEOs think their buyout owners are too “short-termist.”

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This week in history… The Ford Model T is released (1908).

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