M&A
Business and Operations
Common acquisition strategies
Strategic acquisitions help companies of all sizes expand capabilities, enter new markets, and consolidate industries. Explore the most common acquisition
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
Business and Operations
Common acquisition strategies
From capability expansion to market consolidation, strategic acquisitions offer businesses a proven path to growth. Learn the core acquisition strategies used
October 7, 2014M&A
Technology Software Development
Cloud Services Industry - Executive Summary
The cloud computing industry spans SaaS, IaaS, and PaaS models. This executive summary covers market structure, key players, growth drivers, and investment
October 7, 2014M&A
Technology Software Development
Cloud Services Industry - Executive Summary
Understand the three core cloud service models — SaaS, IaaS, and PaaS — and the market dynamics, competitive landscape, and growth trends shaping the cloud
October 7, 2014M&A
Business and Operations
Cash and Non-Cash Considerations in Mergers and Acquisitions
Cash and non-cash deal structures each carry distinct risks in M&A. Learn why sellers rarely receive 100% cash and how to evaluate equity, earnouts, and other
October 7, 2014M&A
Insight
Capital Returns vs. Capital Preservation
During economic downturns, investors shift from capital returns to capital preservation. Understand the distinction between capital appreciation and
October 7, 2014M&A
Business and Operations
Can I Sell a Portion of My Business?
Selling a portion of your business is a viable alternative to a full exit, allowing owners to access capital, bring in strategic partners, and retain
October 7, 2014M&A
Technology Software Development
CRM Overview
Get oriented with the InvestmentBank.com CRM's core modules — Contacts, Companies, and Projects — and learn how the platform organizes deal flow
October 7, 2014M&A
Technology Software Development
CRM Dashboard Overview
Learn how to navigate and customize the InvestmentBank.com CRM dashboard, including activity feeds, deal tracking widgets, and the layout tools that give you a
October 7, 2014M&A
Technology Software Development
CRM Contact Creation, Import/Export & Management
Learn how to create, import, and manage contacts in the InvestmentBank.com CRM, including mass import workflows, list organization, and geographic contact
October 7, 2014M&A
Business and Operations
Buy-Side Acquisition Target Funnel: How Many Target Assessments are Required to Close a Deal?
Buy-side mandates typically require assessing over 100 targets before closing a deal. Learn how industry, target quality, and acquirer sophistication shape the
October 7, 2014M&A
Business and Operations
Buy and Sell-Side M&A Call Script
Effective outbound call scripts are essential for M&A deal origination. Review proven buy-side and sell-side cold-call and email follow-up scripts used by
October 7, 2014M&A
Valuation
Business Valuations: A Guide to Understanding Methodologies and Best Practices for Valuing Companies
A comprehensive guide to business valuation methodologies, covering the key theories, metrics, and best practices analysts use to assess company value in M&A
October 7, 2014M&A
Valuation
Bridging Buyer/Seller Valuation Gaps in M&A
Valuation gaps in M&A stem from both quantitative metrics and overlooked qualitative factors. Discover how buyers and sellers can bridge price differences
October 7, 2014M&A
Valuation
Boosting Business Value By Recasting Financial Statements
Recasting financial statements normalizes owner expenses and reveals a business's true earnings potential. Learn how this process boosts business value and
October 7, 2014M&A
Marketing
Boosting Business Valuation in M&A With Solid Social Media Branding
Businesses with strong social media branding sell faster and for higher prices in M&A. Learn how a clear, well-known brand attracts buyers, signals stability
October 7, 2014M&A
Real Estate Investment
Blockchain's Impact in Residential and Commercial Real Estate: Executive Summary
Blockchain technology is transforming residential and commercial real estate through new investment, transaction, and ownership models. This executive summary
October 7, 2014M&A
Business and Operations
Big Data & The Buy-Side
Access to big data platforms like PitchBook, CapitalIQ, and Hoovers drives effective buy-side M&A target sourcing. Learn how investment bankers use proprietary
October 7, 2014M&A
Business and Operations
Basic Investment Banking Platform Training & Overview
Investment banking platform training covers deal origination through due diligence and integration for buy and sell-side transactions. This overview introduces
October 7, 2014M&A
Private Equity
Bake-offs and Beauty Contests
Truly proprietary M&A deals are increasingly rare as competition for quality mid-market targets intensifies. Explore how competitive bid situations shape deal
October 7, 2014M&A
Technology Software Development
Artificial Intelligence: What It Means for the Future of Investment Banking
Discover how artificial intelligence is transforming investment banking workflows, from data analysis to decision support and predictive modeling.
October 7, 2014M&A
Valuation
Are bloated business valuations here to stay?
Analyze whether elevated M&A valuation multiples driven by low interest rates are sustainable, with North American deal multiples reaching 10.6x through Q3
October 7, 2014M&A
Business and Operations
Always be prepared and ready to sell your business
Discover why business owners should keep their company sale-ready at all times, and the operational steps that maximize value when an unexpected acquisition
October 7, 2014M&A
Market Research
Agtech � VC & M&A trends, valuations and investments
Explore VC and M&A deal flow, valuation trends, and investment activity in the AgTech sector as entrepreneurs and venture capitalists target an underdisrupted
October 7, 2014