Investment Banking Blog

Business Analytics and Enterprise Software Publishing is a growing industry that provides products such as customer relationship management (CRM) and enterprise resource planning (ERP) software […]

Hiring the right team is one of the most important decisions you will make when considering the sale of a company, especially for owners of […]

When the JOBS Act was signed in 2012 many touted its potential to significantly disrupt the traditional model of venture capital by disintermediating the process […]

Various, alternative business earnings metrics can be used to determine a reliable business valuation. The variance between earnings measurement methods can be wide and the […]

We are certainly strong advocates for disintermediating the investment banking process, particularly when it comes to mergers and acquisitions. Some would argue–incorrectly–that advisors in a […]

No two capital sources are created equal. Like the deals they fund, capital types and capital providers have very different incentives, motives and structures. As […]

Owner age can play a large role in the inevitable psychology surrounding M&A. I have seen first hand how some business owners simply cannot let […]

It is both counter-intuitive and unfortunate that society often marginalizes dirty, blue collar careers. I also find it ironic that some of the most successful […]

The ethereal concept of “synergy” and “value add” are certainly less prevalent in mergers and acquisitions than many deal peddlers would have us believe. Creating […]

In this video we discuss several methods for adding individual and bulk contacts to the CRM. Let’s start with the quick and dirty method. This […]