Investment Banking Blog

It is common for businesses that are showing rapid growth and success to be approached with unsolicited acquisition offers. However, just because another business presents […]

The following synopsis and link provide some great info on exit planning from the perspective of some of the financial planners at Morgan Stanley. The […]

The following post comes to us from Tim Truebenbach and John Lee of Morgan Stanley’s financial advisory practice. The views expressed here are those of […]

There are numerous factors that determine the success or failure of M&A. However, when the expected synergies do not materialize as expected after completion of […]

Many businesses underestimate the power of customer relationships today. In a world that is dominated and powered by technology and automation, it seems that human […]

The nuances inherent in each transaction amass quickly. Without appropriate representation, a company seller can get inadvertently bogged-down in minutiae. While much of the detail […]

We receive regular requests from small business owners looking for alternative liquidity options for their private company shares. In many instances, a company owner reaches […]

Finding the time to take away from your business to work on selling it can be difficult, especially when you’ve spent a great deal of time working […]

For prospective buyers, price is frequently a first and foremost concern. While a low price may signal a great deal, it can also be a […]

I have regular conversations with business owners and promoters–including fintech entrepreneurs–who consistently miscategorize what they have built as a “platform” and simultaneously as “the next […]