M&A
Business and Operations
How Long Will it Take to Sell My Business?
Selling a business typically takes six months to a year. Learn why rushing the process is inadvisable and how to set realistic timelines for a successful exit.
May 27, 2016Insights
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
Valuation
Triangulating Business Valuations Based on Market Multiples
Learn how to triangulate a business valuation using multiple market multiples alongside DCF analysis to cross-check assumptions, reduce error, and arrive at a
May 23, 2016M&A
Business and Operations
Planning for a Liquidity Event
Prepare for a business sale or IPO liquidity event by understanding how to convert illiquid equity into cash and protect the wealth you have built over time.
May 18, 2016M&A
Business and Operations
What Keeps Business Owners Up at Night?
Discover the top financial and operational concerns keeping business owners awake, from growth sustainability and key-person risk to succession planning and
May 15, 2016M&A
Valuation
Understanding and Leveraging the Power of Goodwill in a Business Acquisition
Understand how customer goodwill is valued in a business acquisition, why buyers pay premiums for strong client relationships, and how sellers can quantify and
May 9, 2016M&A
Business and Operations
The Three Main Concerns of Company Sellers
Breaks down the three core concerns for business sellers—maximum value, deal consideration, and certainty of close—and explains how each shapes M&A negotiation
May 9, 2016M&A
Financial Services
Why Going Public is Not a Good Liquidity Strategy
Going public rarely delivers the liquidity private business owners expect. Explore why an IPO is an inefficient exit for most small companies and what
April 29, 2016M&A
Business and Operations
Acquisition Financing: Securing Funding from Cautious Lenders
Learn how prospective buyers can secure acquisition financing from cautious lenders by moving beyond bargain hunting and building a credible funding strategy.
April 15, 2016M&A
Technology Software Development
"Platform" Defined: Why Most Applications Fail to Measure-Up
Defines what constitutes a true technology platform versus a standard application, helping fintech entrepreneurs accurately categorize their products within
April 10, 2016M&A
Private Equity
Equity Kickers: Pushing Your Deal Across the Finish Line
Learn how equity kickers — warrants and convertible features attached to subordinated or mezzanine debt — help bridge valuation gaps and close asset-light LBO
April 4, 2016M&A
Financial Services
Investment Banking Fees: The Complete Guide to Fees in Mergers & Acquisitions
Investment banking fees in M&A include retainers, success fees, and minimum fees. This complete guide explains what each fee covers and how to evaluate what
March 31, 2016M&A
Business and Operations
Avoiding Seller's Remorse in M&A
Seller's remorse is a common emotional barrier as business owners approach the close of a sale. Discover proactive strategies to address anxiety, set realistic
March 30, 2016M&A
Private Equity
Investing in #PrivateEquity � What You Need to Know
Private equity has historically outperformed the Nasdaq and S&P 500 over decade-plus horizons. Learn what investors need to know before committing capital.
March 27, 2016M&A
Business and Operations
Preemptively Preventing Merger & Acquisition Transaction Failure
Identify the six most common reasons M&A transactions fail to close and learn how sellers and buyers can proactively address these issues before entering the
March 21, 2016M&A
Business and Operations
How to Prevent Value Attrition in Mergers & Acquisitions
Value erosion affects more than a quarter of all M&A integrations. Learn the proven strategies to prevent profit margin decline after a merger or acquisition.
March 21, 2016M&A
Valuation
EBITDA Does NOT Equal Cash Flow. Here's Why.
EBITDA is a widely used valuation metric, but it excludes capital expenditures, working capital changes, and taxes. Understand why EBITDA does not equal cash
March 19, 2016M&A
Business and Operations
Reasons to Keep Your Company Private
Going public offers capital and credibility, but staying private gives companies flexibility and control. Explore the strategic reasons a business may be
March 17, 2016M&A
Real Estate Investment
2016 Expectations in Commercial Real Estate
Examines 2016 commercial real estate expectations, projecting 1.8% industry growth and $922.9B in revenue while tracking interest rates, foreign capital
March 10, 2016M&A
Financial Services
Reg A+ vs. S-1 vs. Reverse Merger: Assessing Your Options for a Retail Public Offering
Compare Reg A+, S-1, and reverse merger public offering options to determine which path fits your company's stage, capital needs, and investor profile before
March 3, 2016M&A
Valuation
Accretion-Dilution Analysis for Mergers and Acquisitions
Understand accretion-dilution analysis in M&A, including how to determine whether a proposed acquisition will increase or decrease the acquirer's earnings per
February 29, 2016M&A
Personal Growth Career
Your Investment Banking Internship is Only as Good As Your Investment Bank
Investment banking internships are only as valuable as the firm's deal flow. Learn what to look for before accepting a position and how to maximize your
February 26, 2016M&A
Business and Operations
Buy-Sell Agreement Structuring: Redemption vs. Cross-Purchase Approach Trade-Offs
Choosing between a redemption and cross-purchase structure in a buy-sell agreement affects taxes, basis, and financing. Compare the key trade-offs to determine
February 25, 2016M&A
News
This week in #investmentbanking: @Shutterfly, @Lytx, @Sysco, @Viacom, @MonsterEnergy
Weekly investment banking roundup covering GTCR's $500M Lytx acquisition, CVC's mid-market tech fund, PE activity in rubber additives, and Yahoo's strategic
February 24, 2016M&A
Compliance Risk Management
Types of Required SEC Filings for Public Companies
Review every required SEC filing for public companies, including Form 10-K, 10-Q, 8-K, and proxy statements, with deadlines, filer categories, and key
February 23, 2016