M&A
Financial Services
Exhausting Debt with Convertibility
Examine how convertible debt structures work, drawing on the history of UK war bonds to explain when converting old debt to equity or paying it off makes
October 31, 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
Compliance Risk Management
How to Get Stock Shares Publicly Trading
Understand SEC registration requirements for publicly traded shares, exemptions for non-public securities, and the CUSIP and float rules that govern trading
October 20, 2014M&A
Business and Operations
Changing the Name of a Public Corporation
Changing a public corporation's name after a reverse merger is often optional but carries branding and regulatory implications. Examine when it matters and
October 13, 2014M&A
Market Research
eSports -- VC & M&A Trends, Valuations and Investments
Explore eSports M&A and VC investment trends, buyer profiles, notable transactions, and valuation methodologies in a market projected to reach $1.5B by 2020.
October 7, 2014M&A
Market Research
eSports -- VC & M&A Trends, Valuations and Investments
Explore eSports M&A and VC investment trends, buyer profiles, notable transactions, and valuation methodologies in a market projected to reach $1.5B by 2020.
October 7, 2014M&A
Market Research
eSports & Gaming Video Content (GVC) -- Industry Overview
An industry overview of eSports and Gaming Video Content, covering organizers, sponsors, advertisers, streaming platforms, and the shared market dynamics
October 7, 2014M&A
Technology Software Development
eCommerce Industry: Overview of Mergers, Acquisitions and Venture Capital Trends & Investments
A comprehensive look at eCommerce M&A and venture capital trends, covering deal flow, buyer profiles, valuation approaches, and the sector's rapid growth
October 7, 2014M&A
Technology Software Development
eCommerce Industry: Overview of Mergers, Acquisitions and Venture Capital Trends & Investments
A comprehensive look at eCommerce M&A and venture capital trends, covering deal flow, buyer profiles, valuation approaches, and the sector's rapid growth
October 7, 2014M&A
Private Equity
Your Deal Is Too Small
Most private equity funds and family offices have investment minimums that exclude small deals. Understand why deal size matters and how to position your
October 7, 2014M&A
Private Equity
You've Met One Family Office, You've Met One Family Office
No two family offices invest alike. Explore how single family office investing strategies differ from private equity firms and what sellers need to know before
October 7, 2014M&A
Business and Operations
Will Interactive CIMs Replace the PDF?
Interactive Confidential Information Memorandums are gaining traction in the middle market. Compare the interactive CIM format with traditional PDFs and
October 7, 2014M&A
Business and Operations
Why Won't My Deal Sell?
Capital raises fail for predictable reasons: incomplete teams, weak track records, and poor marketing execution. Diagnose why your deal is not attracting
October 7, 2014M&A
Business and Operations
Why Won't My Business Sell?
Only 20–30% of businesses that go to market actually sell. Identify the most common reasons businesses fail to close a sale and how to address them before
October 7, 2014M&A
Technology Software Development
Why So Many Tech M&A Deals Fail
Tech M&A deals fail at a high rate due to culture clashes, integration missteps, and rapid industry shifts. Explore the most common reasons software and
October 7, 2014M&A
Real Estate Investment
Why Real Estate Continues to be the Poster Child for Equity Crowdfunding
Real estate has emerged as the leading sector for equity crowdfunding since the JOBS Act. Examine why real estate consistently outperforms other asset classes
October 7, 2014M&A
Business and Operations
Why Patents Make Sense in Mergers and Acquisitions
Patents add tangible value in M&A transactions by protecting ideas, attracting growth equity, and reducing competitive risk. Learn why patent ownership
October 7, 2014M&A
Financial Services
Why Equity Crowdfunding Has Failed to Live Up to the Hype and Expectations (and What To Do About It)
Equity crowdfunding has underdelivered on the promise of the JOBS Act. Examine the structural and regulatory reasons why crowdfunding platforms have struggled
October 7, 2014M&A
Business and Operations
Why Different Business Buyer Groups Matter
Strategic buyers, financial buyers, and family offices evaluate acquisitions through very different lenses. Understanding each buyer group helps sellers
October 7, 2014M&A
Compliance Risk Management
What Does the Bank Secrecy Act Mean for ICOs?
Understand how the Bank Secrecy Act applies to Initial Coin Offerings and what compliance obligations FinCEN's 2018 guidance creates for virtual currency
October 7, 2014M&A
Valuation
What Creates Business Value? Kinetic Value vs. Potential Value
Explore the distinction between kinetic business value driven by cash flows and potential value tied to people, IP, and ideas, and learn how this gap affects
October 7, 2014M&A
Technology Software Development
Virtual Data Rooms: M&A Trends and Industry Transaction History
Analyze M&A trends and transaction history in the virtual data room industry, including deal volume, notable acquisitions, and why VDR software has attracted
October 7, 2014M&A
Technology Software Development
Virtual Data Rooms -- Industry Overview
Survey the virtual data room industry, covering how VDRs work, their role in M&A due diligence, key competitive features, and the market forces driving
October 7, 2014M&A
Technology Software Development
Virtual Data Room--Industry Performance
Review annual performance metrics for the virtual data room industry, including 2017 revenue of $803.5M, a 7.9% five-year growth rate, and the demand drivers
October 7, 2014M&A
Technology Software Development
Tracking Reverse Mergers in Crypto & Blockchain
Track how private blockchain companies are using reverse mergers to go public as shell supply reaches historic lows, and what investors and entrepreneurs
October 7, 2014