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 limited--and for good reason. Lack of sophistication on the investors' part combined with the inevitability of the snake oil coming...
By successfully uncovering passive sellers at rather reasonable valuations – while working cohesively with more traditional sourcing channels – proactive acquisition strategies can help mid-market businesses elevate their status to a more dominant role in their given industry. When looking to acquire new companies, business owners...
Apart from measuring a standard ROI (return on investment) or avoiding investment losses, investors often have very different objectives when approaching the way they place funds. Objectives may be driven by any number of things, including personal risk tolerance, life circumstances, tax considerations and relative...
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 communications that falsely states any material fact or fails to state all the material facts about the issuer and the...
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 Jim Collins' book, but there are oftentimes many more operational components at play, the proverbial management troughs or what Geoffrey...
When outsiders attempt to induce a takeover via Tender Offer (TO) of a public company, there are a number of protections available to avoid the foreseen "hostility." Unfortunately, some of the takeover defenses require contracts and statues implemented long before a unsolicited acquirer starts buying-up...
Investor strategies are as varied and colorful as the people who employ them. The following require little introduction, but it is sufficient to note that rarely do investors stick to a single strategy, especially those one might consider the most savvy. Without further adieu. Long &...
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 to source opportunities, quite another to source quality deals. More difficult still is the successful closure of even the most...
I just caught a BusinessInsider article outlining what we already knew: macro investment banking is having a bit of a rough year in 2016. The United States is having one of the most underwhelming years so far, underwhelmed only by Australia. Unfortunately, the nature of...
While various virtual data rooms on the market differ in scope, complexity and price, in the most simplified form a virtual data room is nothing more than a cloud-based repository for housing all the most confidential and pertinent files relative to one’s business. It’s like...