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,...
Discover the latest updates in the world of forward-thinking investment banking.
Middle Market Resilience: Confidence vs. Reality?
Industry Insights, M&A, M&A Education & Market
Given the current state of markets, the most common inquiry we hear (not surprisingly) is, “Is now still a good time to sell”? Great question. Historically, the middle market has often been insulated from the volatility of the SMB and public markets, repeatedly...
Business as “Unusual” – 5 Things To Survive the Next Quarter
Managing Risk, M&A, Owner Considerations, Growth Capital, Exit Planning, Restructuring & Special Situations, Value Creation, Industry Insights
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...
The Crucial Steps To Raising Private Capital For Your Business
Owner Considerations, Capital Solutions, Growth Capital, Private Equity Recapitalizations, Management Buyouts, Partial Liquidity Events, Industry Insights, Capital Raise
There are a number of factors that a business owner needs to be aware of when they start the process of raising private capital. In addition to navigating the various channels that may provide funding for your business, you will need to have a clear plan and course of...
Tips for Choosing an M&A Advisory Firm
M&A, Sell-side, Buy-side, Owner Considerations, Industry Insights
M&A advisors can add real value to a transaction. Here are a few tips to consider when choosing an M&A advisor to partner with as you begin to prepare for a sale. Get Your Books in Order Having your books in order can speed the sale along, and will instill...