Investment Banking Blog

Focusing on financial projections is one of the most important steps you can take as you prepare to create a business plan. Your plan’s financial […]

The U.S. tax code is a very complicated, convoluted and complex system. When it was originally established there were few loopholes, exemptions, and deductions; however, […]

Once you have completed your initial market analysis as part of the building blocks for business plan development, it is time to more clearly define […]

Selling businesses and doing deals is often a long and arduous process. Preparation and anticipating potential fires in the deal process is essential for deal-making […]

The general rule of thumb for company valuations in the software industry is three times worldwide revenues. This general rule will vary based on the […]

When you craft your buy-sell agreement, there are basic boiler-plate inclusions which should not be ignored which will trigger one party’s right or obligation to […]

Developing a sound marketing and sales strategy is a logical step once you have decided what products or services your new business will offer. Just […]

If you want money, sometimes you’ll have to beg, borrow and steal. Fundraising for your start-up isn’t always as easy as you may have imagined. […]

When overly-optimistic pictures are painted, it’s almost guaranteed that someone with something to sell has an agenda. Sell-side investment banking in the middle market is […]

While the likes of Mark Cuban typically complain about the problems with Intellectual Property, particular when it comes to the software industry, even he will […]