M&A
C-Level Buy-In For "Going Public"--A Few Questions
When it comes to going public, eventual success requires complete buy-in from all C-level operatives. The following general questions should be helpful throughout…
December 13, 2014Insights
M&A insights & market research
Perspective on valuation, deal structure, and sector dynamics across the middle market — written for founders, owners, and investors.
M&A
Common Prep Procedures Before Taking Your Company Public
Despite what some shell promoters�claim, going public isn't a slam-dunk, two week process. It takes time. In the case of a reverse merger, you're often trying to…
December 12, 2014M&A
Focusing on Post-Deal Success: A Sustainable Model for #RTOs
It's unfortunate that the structure and incentives in Corporate America cause too many C-suite managers to focus on short-term results . Focus on immediate…
December 11, 2014M&A
Fad and Flash-in-the-Pan Investing
It's tempting to chase nearly every and any deal, especially when it comes to microcap stocks . Any opportunity has "potential" they say. Some don't know when…
December 10, 2014M&A
Interview: Commenda Capital
The following is an interview with Commenda Capital. The views expressed here are not representative of Merit Harbor Group, LLC, InvestmentBank.com or its…
December 6, 2014M&A
Disclosure Requirements for Public Companies: A Few Downsides
Annual and quarterly reports to the SEC only represent a portion of the public disclosure required by public companies. Unlike a private business, public companies…
November 25, 2014M&A
Revisions and Comments from the SEC & NASD
Once all the proper registration information has been completed and submitted to both the SEC and NASD there is only one thing a company can do: wait. The…
November 3, 2014M&A
Ebola Solution Pump & Subsequent Investor Litigation
This interesting tid-bit comes to us from LitigationDaily �(which sounds like a depressing website as it appears its entire purpose is to report on sad, but true…
November 3, 2014M&A
Exhausting Debt with Convertibility
When I read this WSJ article this morning, it made me realize that the length of my mortgage was nothing compared to the sovereign debt from war bonds purchased…
October 31, 2014M&A
How to Get Stock Shares Publicly Trading
Public companies that also have a trading symbol (and its corresponding CUSIP # ) can have shares trading in the "public float" as long as the appropriate SEC rules…
October 20, 2014M&A
Changing the Name of a Public Corporation
In some cases changing the name of the shell used in a reverse merger scenario is immaterial to the longevity of the business, especially if the private company…
October 13, 2014M&A
eSports -- VC & M&A Trends, Valuations and Investments
This is the second piece of a multi-part series covering the eSports and Gaming Video Content (GVC) industries . As the eSports industry continues to grow to a…
October 7, 2014M&A
eSports -- VC & M&A Trends, Valuations and Investments
This is the second piece of a multi-part series covering the eSports and Gaming Video Content (GVC) industries . As the eSports industry continues to grow to a…
October 7, 2014M&A
eSports & Gaming Video Content (GVC) -- Industry Overview
The eSports industry includes the operations of organizers, sponsors, competitors and advertisers related to eSports competitions, as well as the developers and…
October 7, 2014M&A
eCommerce Industry: Overview of Mergers, Acquisitions and Venture Capital Trends & Investments
The internet has changed how the world operates in every aspect of our lives. Just as the Railroad revolutionized travel, and how the telephone revolutionized…
October 7, 2014M&A
eCommerce Industry: Overview of Mergers, Acquisitions and Venture Capital Trends & Investments
The internet has changed how the world operates in every aspect of our lives. Just as the Railroad revolutionized travel, and how the telephone revolutionized…
October 7, 2014M&A
Your Deal Is Too Small
Most investment funds--whether private equity, family office or venture capital--have investment minimums. Here�s why: It takes the same amount of labor, sweat and…
October 7, 2014M&A
You've Met One Family Office, You've Met One Family Office
A friend put it very succinctly when describing the investing strategies of single family offices in the following blanket-statement terms: You�ve met one family…
October 7, 2014M&A
Will Interactive CIMs Replace the PDF?
A recent trend has emerged that is having at least some traction in the middle-market: the interactive Confidential Information Memorandum (CIM). The CIM is…
October 7, 2014M&A
Why Won't My Deal Sell?
Let�s brainstorm together. Is the deal itself a bad deal? Does the team lack depth or is it incomplete? Does the company have a lack of traction and track-record?…
October 7, 2014M&A
Why Won't My Business Sell?
The Exit Planning Institute (EPI) estimates that over $10T in business value will be prepared to transition in the next decade. However, the EPI also predicts�only…
October 7, 2014M&A
Why So Many Tech M&A Deals Fail
In life and in business there is never a perfect marriage. "Until death do you part" is not something you typically see at the corporate alter. While most corporate…
October 7, 2014M&A
Why Real Estate Continues to be the Poster Child for Equity Crowdfunding
We are now several years into the introduction of accredited investor equity crowdfunding. The results, failures and successes of this new form of financing could…
October 7, 2014M&A
Why Patents Make Sense in Mergers and Acquisitions
The argument to patent or not is as old as patent law itself. Apart from the simple reason of idea protection, patents can serve as additional value-add when it…
October 7, 2014