March 22, 2016

16 Alternatives to Venture Capital

Despite what the court of public opinion says, venture capital funding isn’t all that sexy. Sure, it’s a way to source capital, but it has […]
March 3, 2016

Reg A+ vs. S-1 vs. Reverse Merger: Assessing Your Options for a Retail Public Offering

We likely kiss more frogs than we would like to admit. In almost 90% of cases, potential issuers will likely see me as the Debbie […]
February 18, 2016

A Few Things I Have Learned From Failed Deals

I am  a big fan of deal postmortems–the time you take to assess what went right, what went wrong and how you would do things […]
February 12, 2016

Industry Consolidation & its Impact on Mergers & Acquisitions

Consolidation is a normal part of any industry. They help to establish economies of scale that drive down the cost of goods and services and […]
February 8, 2016

Common Private Equity Strategies for Investors

Private equity is an asset class that consists of equity securities and debt in operating companies not traded publicly on a stock exchange. A private […]
January 30, 2016

A Primer on Warrants

In many of the capital deals we facilitate, investor warrants are often included as part of the consideration for doing a deal. Some issuers have wondered […]
October 18, 2015

What is an Accredited Investor?

Securities that are offered or sold by a company or private fund must register the transaction with the SEC, unless an exemption is made available. […]
September 10, 2015

“Who You Know” No Longer: How Big Data is Affecting Deal Making

Thanks to technology, Creative Destruction has impacted nearly every sector of the economy and there doesn’t seem to be any sign of abatement. From fast food […]
June 27, 2015

How to Raise Equity for an Acquisition

Debt is easy (relatively speaking). It always will be. The debt portion of the overall capital structure is what most traditional bank financiers chase all […]
April 27, 2015

Raising Capital with Investor Warrants in a Public Offering

One of the largest needs in the market is access to capital. It’s one of the biggest reasons companies go public in the first place. […]