As your businesses gears up for its annual budgeting, you can’t forget to factor in M&A pre-sale planning, both to make the sale process smoother and to maximize your company's value. Without careful preparation, companies can miss opportunities to boost their...
Discover the latest updates in the world of forward-thinking investment banking.
Timing a Sale: Risk-On and Risk-Off Markets in M&A
Managing Risk, M&A, Sell-side, M&A Education & Market, Selling a Business
In the intricate world of investments and mergers and acquisitions (M&A), understanding the dynamics of risk-on and risk-off markets is crucial for informed decision-making. These terms describe the prevailing investor sentiment and their appetite for risk....
Thinking ahead about restructuring before you need it
Owner Considerations, IP & Patents, Industry Insights, Managing Risk, M&A
Restructuring is typically not on the tip of the tongues of CEO’s that are running profitable companies. However, we can take a page from restructuring to address the current market and position many companies find themselves in today. “Sometimes the best offense is a...
5 Reasons Why Most Business Owners Fail to Sell Their Companies
Industry Insights, Selling a Business, Managing Risk, M&A, Owner Considerations, M&A Education & Market, Strategic Advisory
If you're a business owner, you know that retirement is one of the main goals of running a successful company. After all, 75% of business owners equate the sale of their business with retirement. However, many will miss their window based on their state of readiness...
Take Share to Gain Value
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 Emotions in an M&A Deal
Education, M&A, M&A Education & Market, Industry Insights, Managing Risk
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...
Business as “Unusual” – 5 Things To Survive the Next Quarter
Industry Insights, Managing Risk, M&A, Owner Considerations, Growth Capital, Exit Planning, Restructuring & Special Situations, Value Creation
1. Retention is the new growth. In a shrinking revenue environment, smart companies must ensure they keep their existing customers happy. Objectively, many companies do not have the time (or cash) to pursue new business which is a riskier pursuit than keeping your...
What Should I Do to Prep?
Managing Risk, Education, M&A, Sell-side, Owner Considerations, M&A Education & Market, Strategic Advisory, Business Valuation, Exit Planning, Value Creation
Coming soon. Subscribe Today to Get Notified!
How to Avoid Deal Killers
Exit Planning, Managing Risk, Education, M&A, Sell-side, Buy-side, Owner Considerations, M&A Education & Market, Cross-Border M&A
Coming Soon. Subscribe Today To Get Notified!