Investment Banking Blog

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

December 24, 2012

Signing a Non-Disclosure Agreement

Entering the M&A market when you are looking to sell your business requires that you disclose all of your information including financial statements, gross margin […]
December 21, 2012

Corporate Organization Documents

When it comes to business planning and preparing your business for success, perhaps nothing is more important than getting the general, requisite legal documentation in […]
December 20, 2012

Owner Deferred Compensation

Owners and operators of C-corporations can have effective diversification of compensation planning by utilizing a deferred owner compensation plan. Deferring owner compensation amounts simply to […]
December 17, 2012

What to Include in Your Private Placement Memorandum

The goal of any Private Placement Memorandum is to fully disclose any and all information to potential investors. In many cases the PPM is a […]
December 16, 2012

Building The Right Team and Letting Them Do Their Job

When deciding whether to invest in a company or not, the venture capitalist will invest eighty percent in the entrepreneur and management team while only […]
December 15, 2012

Four Explicit Don’ts When Pursuing a Business Exit

There are innumerable mistakes which can be made when it comes time to sell a business. Investors and entrepreneurs alike, know the risks inherent in […]
December 14, 2012

The 1980s: The Decade of Innovation in Investment Banking & Finance

We’ve heard a great deal about the rise of venture capital and investment banking in the recent Presidential cycle thanks to Gov. Mitt Romney. During […]
December 12, 2012

Organic Growth vs. Growth by Acquisition: Understanding Your Limitations

For the motivated business exec, stagnating is not an option. Companies owners motivated toward growth will find a number of hurdles and difficulties in growing […]
December 11, 2012

When to Exit Your Software or Internet Company Investment

Like any company investment, knowing when to exit is most often a decision based on proper timing. Knowing when the timing is right is usually […]
December 10, 2012

Why Internet and Software M&A Multiples are Always High

The seemingly and unnaturally high multiples found throughout tech M&A over the last couple of decades can seem a bit unnatural, but with a bit of […]