Investment Banking Blog


Welcome to the InvestmentBank.com blog where we cover mergers, acquisitions and investment banking topics.


August 6, 2013

Stock Swaps: Tax Free Reorganizations

Designed to qualify as a tax-free B reorganization a Section 368(a)(1)(B) stock swap, the tax consequences of such a reorganization are virtually identical to that […]
August 5, 2013

From Services to Products to Finance

There is a natural evolution in the business models companies have taken in recent decades which bespeaks an opportunity for many would-be entrepreneurs and start-ups. […]
August 3, 2013

Factors to Consider When Choosing a Discount Rate

Main Factors to Consider Their are countless factors to consider when accessing the appropriate discount rate. The overall consideration is how comfortable is a buyer likely to be […]
July 29, 2013

Favorite Investments

Everyone has their pet projects. For some with a little extra money to burn “investment” could be used very loosely. Not that one can’t make […]
July 27, 2013

Corporate Value Maximization

I have two separate clients right now who represent polar opposites when it comes to strategy and approach. Both are in the tech space. Let […]
July 25, 2013

Adding Business Value: Integrating Systems

Mergers can be a hairy monster. Attempting to bring together the ideas, management and strategy of two differing, and sometimes competing, organizations can be extremely […]
July 23, 2013

Angels or Devils: The Perils of Angel Financing

Much like everyone else, institutional investors are chasing returns, looking for spread and trying to arbitrage the market like crazy. Consequently, we’ve seen a massive […]
July 22, 2013

Statutory Mergers: A Reorganization

Stock issued as part of the purchase price of a business can, if structured correctly, be considered a tax-free reorganization under Section 368(a)(1)(A). When qualified […]
July 21, 2013

Business Valuation Information Request

The following is a request list for business valuation services. 1)       Five Historical Financials –I have the P&L’s the last five years, but I need their […]
July 19, 2013

338 Election: Stock Sale

The once very popular 338 election has, since the trimming of the General Utilities doctrine in 1986, been toned down. However, it’s applicability still remains […]