Investment Banking Blog


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


September 12, 2016

Preference for the Independent Sponsor Business Model Among Investors and Entrepreneurs

The independent sponsor (sometimes called a fundless sponsor) business model represents a convergence between traditional private equity and the discipline of raising capital for individual […]
September 11, 2016

Capital Returns vs. Capital Appreciation

Seemingly conflicted investment philosophies abound. The goals of the individual and institutional investor alike will drive the way we see stocks and their relative value. There […]
September 5, 2016

When (and How) to Walk Away from a Deal

Deal-making is as much art as it is science. The science is generally performed on the front-end of the deal by equity analysts and expert […]
August 28, 2016

Corporate Governance for Estate Taxes of the Deceased

Will the amount paid under the agreement to heirs of a deceased shareholder govern for estate tax purposes? Not necessarily. It is possible that the […]
August 27, 2016

The Real Problem With Most Companies: They’re Not Built to Sell

There is a real sickness in most lower middle-market businesses: they’re not built to sell. They’re built to operate, make money and provide a living, […]
August 22, 2016

#EquityCrowdfunding for Mergers & Acquisitions: Liquidity for Business Owners?

The hype over the JOBS Act was certainly warranted. For over 70 years, the ability for private companies to have access to capital has been […]
August 17, 2016

Proactive Acquisitions: Facilitating Deals with Quality, Passive Owners

By successfully uncovering passive sellers at rather reasonable valuations – while working cohesively with more traditional sourcing channels – proactive acquisition strategies can help mid-market […]
July 18, 2016

Why You Need a Private Placement Memorandum (PPM)

The antifraud securities laws state that it is against the law for an issuer to sell any securities by means of any oral or written […]
July 17, 2016

How to Break out of the Middle Market

Unfortunately, there is something very illusive about taking your company from good to great. It’s not just about the “Level 5 Leaders” spoken of in […]
June 30, 2016

Put Away Power: A Treatise on Deal Distribution & Deal Marketing

No part in the deal process is simple. From origination to closure the process is fraught with complexity. It is one thing to be able […]