Investment Banking Blog

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

March 11, 2013

Four Tips for Getting Your Financial House in Order

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 […]
March 6, 2013

Tax Advantages To Selling Your Business

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, […]
March 5, 2013

Business Structure Decisions Help Guide Business Planning

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 […]
March 2, 2013

Frequent Deal-Making Mistakes

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 […]
March 2, 2013

Software M&A: Valuation Models

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 […]
February 27, 2013

Shareholder Agreement Triggers

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 […]
February 25, 2013

Marketing Strategy: An Integral Part of Your Business Plan

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 […]
February 21, 2013

Exhausting all Options for Business Financing

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. […]
February 20, 2013

Pent-up Supply for Middle Market M&A

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 […]
February 19, 2013

The Strategic Role of IP in Corporate M&A

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 […]