Discover the latest updates in the world of forward-thinking investment banking.
News
The Trifecta of M&A
Selling a Business, M&A, M&A Education & Market
In our experience at Merit Investment Bank & Co., we have found that there are three foundational elements that must be in place before we can apply a strategic approach to a successful M&A process for Entrepreneurs and CEOs. When these three conditions...
Why Having an Investment Banker on Speed Dial is Crucial… Especially Now.
Like many of your advisors who provide valuable services and expertise, adding an investment banker to your list of trusted advisors is crucial to your success. Most Entrepreneurs rely on advisors such as CPA’s, Attorneys, Wealth Managers, and Commercial Banking...
5 Things To Do Right Now if You’re Thinking About Selling
Are you considering selling your business? If so, you likely have many questions, and among the most common is: How much is my company worth? The answer may surprise you. A study conducted by MassMutual uncovered that the average owner overvalued their business by...
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...
Merit Investment Bank Advises Conscious Leadership on Its Minority Recapitalization and Partnership With RF Investment Partners
Merit Investment Bank & Co., a leading middle-market investment bank, is honored to have served as exclusive financial adviser to Conscious Leadership in its minority recapitalization by and in partnership with RF Investment Partners. SEATTLE — March 10,...
Merit Investment Bank Announces the Addition of Two Senior Investment Banking Professionals in Los Angeles Office – Tracy Albert and David M.V. Barnes
Merit Investment Bank and Company, a leading Boutique Investment Bank focused on serving middle-market technology-forward companies, is pleased to announce that Tracy Albert and David M.V. Barnes have joined the Company as Vice Chairman and Managing Director,...