Discover the latest updates in the world of forward-thinking investment banking.
News
Common Blind Spots in Building Business Value
Building a business that is transferable or sellable really begins when an owner launches a business with their eventual goals for exit --- do they indeed want to get value out of the business at some point in the future with a sale or do they have a vision for...
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
Who Really Benefits from the Sale of Your Company? You do.Monetizing your life’s work is a monumental moment—the crowning achievement for most CEOs and founders. But here's the harsh truth: most businesses never sell. According to industry research, only about 20%–30%...
Who Benefits from the Sale of your Company?
M&A, Owner Considerations, M&A Education & Market, Selling a Business
At first glance, the obvious winner in the sale of a private business is the founder or CEO—you. But the ripple effect extends far beyond your own financial gain. The truth is, when executed thoughtfully, a successful business exit creates a cascade of benefits that...
Take Share to Gain Value
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 Emotions in an M&A Deal
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...
Questions You Should Ask When Selecting Your Investment Bank
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...