Industry Insights, Education, Private Equity Recapitalizations
If you’ve always dismissed private equity as an option, now might be the best time to reconsider. Too often, business owners assume private equity is going to come in and gut their business, just to drive up EBITDA with some financial engineering. While this may have...
ESOP's, Exit Planning, Education
If you’re like many business owners who’ve been running their company for 10, 20, or 30 years, you might be feeling a time crunch. You’ve likely seen peers struggle to sell their business, and you’ve started wondering if time’s running out for you too. This rush has...
Merger and Acquisitions, Education, M&A, Industry Insights
The Role of Net Working Capital Target in Cash-Free/Debt-Free Deals In the intricate world of mergers and acquisitions (M&A), where billions of dollars can hinge on precise financial metrics, one concept consistently carries significant weight: the Net Working...
Unveiling the Importance of a Business Physical – The Annual Valuation In the dynamic landscape of entrepreneurship, one critical question continues to resurface: “What is my business truly worth?” This question isn't reserved for special occasions—it's something that...
Should I Hire an Investment Banker, M&A Advisor, or Business Broker? There comes a point in every entrepreneur’s journey when it’s time to prepare for a business transition, whether through an outright sale, recapitalization, or generational handoff. When this...
Managing Risk, Education, M&A, M&A Education & Market, Exit Planning
Take Share to Gain Value: Why Growth Is the Key to Your Dream Exit Middle-market companies often outperform their larger, publicly traded counterparts in agility and customer responsiveness. Yet in today’s economic climate—shaped by persistent interest rates,...
Managing Risk, Education, M&A, M&A Education & Market, Industry Insights
Embarking on the journey of selling or merging your private company is a monumental achievement. It places you in an exclusive group of entrepreneurs who have achieved what many others can only dream of. However, despite the excitement of reaching this milestone, the...
Industry Insights, Education, M&A, M&A Education & Market
This may not be the first time you’ve ever asked yourself, “Is he/she the one?” However, picking the right investment bank and lead investment banker to represent your potential deal to the marketplace is one of the most critical decisions you'll make in your...
Industry Insights, Education, M&A, M&A Education & Market
Most owners of privately held business do not know if their business is sellable or what to do to achieve an Outlier Outcome at sale. An Ideal exit is one that is on your time, your terms and at your price. In order to help you think about orchestrating your own...
M&A, Private Equity Recapitalizations, Education
To borrow Marc Andreessen’s famous words, “Software is eating the world,” it’s now clear that private equity (PE) is not only devouring software companies by the dozens but also buying up hundreds of middle-market businesses across various sectors worldwide. As PE's...
Selling a Business, Education, M&A, Owner Considerations
While few middle-market companies ever reach the finish line of a successful M&A exit, nearly every entrepreneur I’ve met dreams of one day selling their business for a premium—unlocking the funds to power their next venture, retire in comfort, or create...
Education, M&A, M&A Education & Market, Industry Insights
Most business owners follow a recognizable leadership evolution during the lifecycle of their companies. They start by working for their business—doing everything from sales to service. Then they shift to working in the business—managing teams, overseeing operations,...
