May 7, 2018

Terms You Must Know Before Raising Startup Capital

The startup entrepreneur is always juggling 20 balls at once. For this reason, it is often hard to not let mistakes slip through. Every additional […]
March 8, 2018

How Initial Coin Offerings May Utilize Regulation D Exemptions

What follows is NOT investment or financial advice and is merely for informational purposes only. Please seek professional advice when making decisions regarding the issuance […]
October 17, 2017

The X-Factor in Raising Capital

If I were to create a matrix of the type of deals we see, it would look something like this: Great deal, great team, great […]
October 2, 2017

How Much Does it Cost to Raise Capital?

We are often asked, “what do you charge for raising capital?” The short answer: the cost of capital is extremely deal dependent. The investment banking […]
September 20, 2017

10 Steps to Raising Capital

Many middle-market businesses normally find raising capital an uphill task. While raising capital sounds simple in principle, it is difficult in practice. As simple as […]
June 30, 2017

The Best Deals Need No Introduction

One of the biggest reasons I love investment banking is that it combines the deep expertise of multiple disciplines. The most successful investment bankers are […]
May 22, 2017

Accredited Investor Crowdfunding: History & Future of Title II Equity Crowdfunding

Crowdfunding is an online method of raising capital where entrepreneurs or small business owners seek funding for future ventures from the public (i.e., “the crowd”). […]
February 21, 2017

Why Equity Crowdfunding Has Failed to Live Up to the Hype and Expectations (and What To Do About It)

When the JOBS Act was signed in 2012 many touted its potential to significantly disrupt the traditional model of venture capital by disintermediating the process […]
April 29, 2016

Why Going Public is Not a Good Liquidity Strategy

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 […]
April 4, 2016

Equity Kickers: Pushing Your Deal Across the Finish Line

Bridging the gap between buyer and seller can be difficult, particularly when the gulf is wide. Numerous tools exist to help provide an incentive sweetener […]