M&A
Financial Services
Common Sources for Debt & Equity Financing
From commercial banks and asset-based lenders to mezzanine funds and SBA programs, discover the most common debt and equity financing sources available to
November 21, 2015Insights
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
Attracting and Retaining Invested Employees
Learn how companies build deeply invested workforces through culture, incentives, and ownership strategies that go beyond equity grants alone.
November 21, 2015M&A
Business and Operations
Reps & Warranties Insurance: Protecting Both Buyers and Sellers in M&A
Representations and warranties insurance protects both buyers and sellers in M&A from financial losses tied to breached deal representations, and has become a
November 16, 2015M&A
Valuation
Software & Technology: The Valuation of Intangible Assets
Covers how FASB guidelines govern the valuation of intangible assets in technology and software deals, including patents, trade secrets, databases, and
November 11, 2015M&A
Insight
How Income Disparity Could Impact Mergers & Acquisitions
Rising income disparity in the U.S. is reshaping consumer spending and M&A activity. Examine how wealth concentration echoes pre-Depression conditions and
November 9, 2015M&A
Valuation
Boosting Business Value with Long-Term Customer Contracts
Long-term customer contracts reduce business risk and increase company value for potential buyers. Learn how contractually guaranteed revenue streams
November 8, 2015M&A
Business and Operations
Disadvantages of an Asset Sale
Asset sales can expose sellers to significant drawbacks — from double taxation to contract assignment hurdles. Understand when an asset deal structure works
November 6, 2015M&A
Business and Operations
Navigating the Waters of Net Working Capital When Doing a Deal
Understand how net working capital pegs work in M&A transactions and how buyers and sellers negotiate this often-contested provision in letters of intent and
November 1, 2015M&A
Personal Growth Career
Finding Happiness After Selling Your Business
Selling your business is more than a financial transaction. Learn how to prepare emotionally and find lasting fulfillment after handing over the keys to your
October 26, 2015M&A
Business and Operations
Reducing Internal Company Risks Through Complementary Acquisitions
Acquiring complementary businesses reduces inherent company risks, from regulatory exposure to customer concentration. Learn how targeted M&A can strengthen
October 12, 2015M&A
Business and Operations
Funding Buy-Sell Agreements
Buy-sell agreements require reliable funding mechanisms when an owner exits. This overview compares installment purchases and other financing options for
October 8, 2015M&A
Business and Operations
How I Would Sell My Company
A seasoned M&A advisor outlines the step-by-step process he would follow to sell his own company, from selecting an investment bank to navigating the lower
October 2, 2015M&A
Private Equity
Fundless Sponsors Amid Today�s Liquid Private Equity Market
Fundless sponsors source and close private equity deals without a committed fund, relying on deal-by-deal LP capital. Learn how this model works and why it
September 28, 2015M&A
Business and Operations
Rapid Due Diligence: Why Fast DD is Essential for Deal Closure Success
Prolonged due diligence increases deal-failure risk. Learn why fast, focused DD processes after LOI signing keep buyers and sellers aligned and improve the
September 25, 2015M&A
Financial Services
The True Cost of Equity Crowdfunding
Examines the real costs of equity crowdfunding under Title III, including equity dilution, lost time, and the long-term opportunity cost of giving up ownership
September 23, 2015M&A
Business and Operations
How to Build a Target List for Buy-Side M&A
Build a high-quality acquisition target list for buy-side M&A using big-data tools, horizontal and vertical screening criteria, and a structured filtering
September 21, 2015M&A
Business and Operations
Idiot's Guide to Deal Marketing
A practical guide to deal marketing for investment bankers, covering materials, outreach, and strategy for sell-side transactions, capital raises, and
September 14, 2015M&A
Technology Software Development
�Who You Know� No Longer: How Big Data is Affecting Deal Making
Big data is transforming investment banking deal-making, shifting deal origination away from personal networks toward data-driven sourcing and
September 10, 2015M&A
Valuation
Bolstering a Turnkey Business by Nailing Business Value Drivers
Semi-autonomous businesses that operate without owner dependency command higher valuations at sale. Identify the key value drivers that make a turnkey business
August 31, 2015M&A
Business and Operations
Why Owning a Patent Means You Should Sell Your Company
Patent ownership can trigger costly infringement battles that small businesses cannot afford. Learn why holding a valuable patent may make selling your company
August 24, 2015M&A
Valuation
Buyers: Bridging the Business Value Gap
Mid-market buyers face rising valuations driven by strong IPO markets and abundant buyout capital. Explore how acquirers can bridge the business value gap
August 18, 2015M&A
Valuation
Sell-Side M&A: Bridging the Business Value Gap
Explores strategies investment bankers use to bridge the buyer-seller valuation gap in M&A transactions, including deal structure tools and creative financial
August 17, 2015M&A
Valuation
Most Popular Business Valuation Methods (and When to Use Them)
Explore the most widely used business valuation methods, from earnings stability analysis to asset-based approaches, and learn which technique fits your
July 24, 2015M&A
Business and Operations
Granting Stock to Charities and Non-Profits in Your Public Offering
Granting private stock to charities before an IPO creates mutual benefits for companies and nonprofits. Learn how to structure pre-public charitable grants to
June 26, 2015