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...
Education, ESOP's, Exit Planning
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...
Industry Insights, Merger and Acquisitions, Education, M&A
The Role of Net Working Capital Target in Cash-Free/Debt-Free Deals In the complex world of mergers and acquisitions (M&A), one term that often takes center stage is "Net Working Capital Target." This seemingly technical phrase holds immense importance, especially...
Unveiling the importance of a business physical – The annual valuation In the heart of your entrepreneurial journey, a single question often looms large - "What is my company worth?" It's a question that deserves an answer, and not just once but every year. Here's why...
Should I Hire An Investment Banker, M&A Advisor, or Business Broker? There comes a time in the life of every entrepreneur when a business transition is an inevitable reality. When this time comes, there are plenty of questions that need to be answered, such as:...
Managing Risk, Education, M&A, M&A Education & Market, Exit Planning
Despite most Middle market firms performing well compared to their larger publicly traded compadres, Interest rates, inflation, and other global considerations are pressurizing M&A values. The anecdote for business owners seeking to exit will be creating space...
Managing Risk, Education, M&A, M&A Education & Market, Industry Insights
When you’re gearing up for—or are in the middle of—the sale or merger of your private company, you are putting yourself into an elite group of entrepreneurs who are achieving what many others have failed to do. Pursuing an exit is hard. It’s even harder when you are...
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...
Education, M&A, Private Equity Recapitalizations
To borrow Marc Andreessen’s famous “Software is eating the world," Private equity is not only eating software companies by the dozens, but it is also buying hundreds of middle market companies across all sectors, all around the globe. Let’s examine why private equity...
Selling a Business, Education, M&A, Owner Considerations
While very few middle market companies achieve an M&A event, I have yet to meet an entrepreneur that does not dream of the coveted sale of their company for maximum exit to fund their next big thing or create generational wealth. In fact, of those companies that...
M&A, M&A Education & Market, Industry Insights, Education
Most business owners follow a somewhat reliable leadership pattern in the life cycle of their businesses. They go from working for, then in, and finally, on their business(es). Most successful CEOs and Entrepreneurs typically transition, despite occasional bumps and...
