Discover the latest updates in the world of forward-thinking investment banking.
News
20 Questions Prospective Buyers Ask
Merger and Acquisitions, M&A, M&A Education & Market, Strategic Advisory
How Does Your Company Rate? 20 Questions Prospective Buyers Ask Before you put your business up for sale, you need to be prepared to evaluate its status from a number of different perspectives besides your own. Much of what you know about your own company is...
BoomerPreneurs – Secure your Legacy
Merger and Acquisitions, M&A, M&A Education & Market
Are You a “BoomPreneur”? The Roadmap to Transitioning Your Business Successfully Attention, Boomer Entrepreneurs: Have You Thought About Your Business Exit Strategy? As a BoomerPreneur, you’ve spent decades building your business from the ground up, watching it grow,...
Creative Deal Structures – Why a seller note may be a difference maker to getting a deal done
Private Equity Recapitalizations, Selling a Business, M&A, M&A Education & Market
Why a Creative Exit Deal Structure, Especially a Seller Note, May Be a Smart Move for Sellers For most entrepreneurs, the dream of selling their business usually looks something like this: "I get a call from a massive multinational company that offers me all cash,...
Beware of the Preemptive Offer
M&A, M&A Education & Market, Merger and Acquisitions
As a business owner, you’ve likely encountered calls and emails from firms claiming to have buyers ready to purchase your business or introducing you to potential strategic relationships. Private Equity Groups (PE), as well, may be reaching out, touting their ability...
10 Questions For an Ideal Exit – Outlier Outcomes
Education, M&A, M&A Education & Market, Industry Insights
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...
Private equity is eating the world: Why your next business partner is likely Private Equity.
Education, M&A, Private Equity Recapitalizations
To borrow Marc Andreessen’s famous words, “Software is eating the world,” it’s now clear that private equity (PE) is not only devouring software companies by the dozens but also buying up hundreds of middle-market businesses across various sectors worldwide. As PE's...