Investment Banking Blog

As the dreary clouds of a post-recession ebb away, we’re starting to see the silver-lining turn to bright lights on the horizon. In short, there […]

As one might recall, last summer Omnicom Group Inc. (OMC) and Publicis Groupe SA (PUB.FR) announced a $35 billion merger that would create the largest […]

Selling anything under duress is always less than ideal. Unfortunately we’re never privy to when misfortune will strike. As businesses age, so do their staff, […]

In the course of our consulting work within the middle market, we often find that most, if not all, business owners fail to have a […]

We do a great deal of consulting work before the inevitable sale of a business. There are numerous qualitative and quantitative methods for increasing the […]

No one is perfect. Businesses are typically run by the imperfect risk-takers. This is one of the main reasons companies require some deal of “spring […]

Unfortunately, there’s not enough time in the day. For some of us, there aren’t enough ideas in the can to create some of the best […]

Suppose Steve and Betty have concluded that it makes sense to start transferring to Dave a larger share of the company’s equity as part of […]

It’s hard to concentrate on an exit strategy when you are in the midst of operating your business, but just like death and taxes, a […]

I’m a big fan of the self-directed IRA. We’ve set them up for quite a number of clients, partners and investors. It’s a great way […]