M&A
IT Staffing and Consulting: Products and Markets
The following is one in a series of reports covering IT staffing and software, a sub-sector for Figure 1 Source:…
October 7, 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
IT Staffing and Consulting: Competitive Landscape
The following is one in a series of reports covering IT staffing and software, a sub-sector for software investment banking . There are many different competitors…
October 7, 2014M&A
IT Staffing & Consulting: General Market Overview
This report is one in a series covering IT staffing and software consulting, a sub-sector� for software investment banking . The hiring process is critical for the…
October 7, 2014M&A
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 day…
October 7, 2014M&A
How to Increase Your Business Valuation? Start With the Metrics
Experts often agree that the central issue of finance is determining a business� value. Considering an entire field of study is devoted to valuation, analyzing the…
October 7, 2014M&A
How Much Is My Business Worth?
One of the most common questions asked by private business owners is �What is the value of my business ?� It is human nature to wonder the cost of things, from your…
October 7, 2014M&A
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 fees…
October 7, 2014M&A
How Investment Bankers Add Value in Mergers & Acquisitions
We are certainly strong advocates for disintermediating the investment banking process , particularly when it comes to mergers and acquisitions. Some would…
October 7, 2014M&A
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…
October 7, 2014M&A
Holding Your Business vs. Selling Your Business: Overestimating the Value of a "Hold" Strategy
It remains a hotly debated topic among business owners and investment bankers whether holding a business can be better than selling a business . Macro trends and…
October 7, 2014M&A
Healthcare Analytics � Industry Performance
This article is one in a series covering investments, transactions and general trends in healthcare and healthcare analytics . Current Performance & Industry…
October 7, 2014M&A
Healthcare Analytics � Industry Overview
This article is one in a series covering healthcare big data and analytics, a sub-sector of both software & computing and healthcare investment banking . Definition…
October 7, 2014M&A
Healthcare 2021: Trends, M&A & Valuations
The healthcare sector in the United States is a large driver of economic output. The World Health Organization notes that the United States spends more on…
October 7, 2014M&A
Health and Wellness Industry Report (Vitamins and Supplements)
The vitamin and supplement (V&S) industry has been known as a large and profitable industry for years. [1] The industry can be broken into five major subcategories…
October 7, 2014M&A
Food Retail Industry Overview
The Food Retail industry includes conventional convenience, gas station/kiosk, superette, conventional club, and military conveniences stores. Most products are…
October 7, 2014M&A
Food Retail Industry Overview
The Food Retail industry includes conventional convenience, gas station/kiosk, superette, conventional club, and military conveniences stores. Most products are…
October 7, 2014M&A
Fintech: General Industry Overview 2017
Industry Overview Financial Technology (Fintech) companies use computer programs and other technology to support or enable banking and financial services. More…
October 7, 2014M&A
Fintech Platforms Naturally Expand Into a Fund Model
Crowdfunder � did it last year �with the launch of their crowdfunding/startup "index" fund. Now Circleup �is jumping into the startup fund party with the launch of…
October 7, 2014M&A
Fintech Platform -- Introductory Video
Digital Dealflow Traditional investment banking relies heavily on building relationships with other professionals who have access to company owners. This is…
October 7, 2014M&A
Factors Affecting SaaS Business Valuations
In our work developing valuation analyses for our clients, and based on our experience with public comparables and precedent transactions, we often plot ranges…
October 7, 2014M&A
Emotional Preparedness for a Business Sale
The process of selling a business can become a psychological and emotional roller-coaster. The bumpiness of the ride is dependent on many independent factors…
October 7, 2014M&A
Eating Your Seed Corn
Too many companies with little to no capital are willing to pay investment bankers sizable sums to provide capital advisory services for raising debt and…
October 7, 2014M&A
E-Commerce Industry Executive Summary
The e-commerce industry has received significant hype in the news lately. Analysts speak of the �Amazon effect� and the �death of retail� all the time. The reality…
October 7, 2014M&A
Debt Financing -- Market Overview & Trends Report
Senior debt, also known as �leveraged loans� have experienced tremendous growth, and relatively steady returns over the last few years. Investors have incorporated…
October 7, 2014