M&A
Idiot's Guide to Deal Marketing
Successfully marketing any deal is made much easier when the company and its track record can sell itself. If we have a scenario where we are attempting to raise…
September 14, 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
�Who You Know� No Longer: How Big Data is Affecting Deal Making
Thanks to technology,� Creative Destruction has impacted nearly every sector of the economy and there doesn�t seem to be any sign of abatement. From fast food to…
September 10, 2015M&A
Bolstering a Turnkey Business by Nailing Business Value Drivers
The most valuable businesses are those that can operate at least semi-autonomously, without expensive personnel at the helm. It�s these types of organizations that…
August 31, 2015M&A
Why Owning a Patent Means You Should Sell Your Company
Owning a valuable patent can be a very costly proposition, particularly for a small business. The legal requirements associated with getting a patent granted are…
August 24, 2015M&A
Buyers: Bridging the Business Value Gap
This post is the second in a series outlining how buyers and sellers can bridge the business valuation gap.A number of macroeconomic factors are playing into the…
August 18, 2015M&A
Sell-Side M&A: Bridging the Business Value Gap
The business buyer-seller value gap is a very natural phenomenon. Bridging said gap can be difficult, even for the most seasoned entrepreneur or transaction…
August 17, 2015M&A
Most Popular Business Valuation Methods (and When to Use Them)
If you want to evaluate how your own business is doing, or if you�re in the market to buy another business and want to know how it�s doing, there are some…
July 24, 2015M&A
Granting Stock to Charities and Non-Profits in Your Public Offering
Perhaps nothing is more magical than the immediate accretive value-add to equity shareholders that occurs when shares change from a closed private company to a…
June 26, 2015M&A
Proprietary Deals: How to Avoid Getting Screwed in M&A
Not all business buyers are the supposed "sharks" represented in pop culture, but there are no shortage of them in the financial sector. They're the ones who begin…
June 19, 2015M&A
Pump and Dump: Avoiding an Illicit Money-Raising Scheme
One of the ways in which reverse mergers had had a bad rapport over the years is the often-repeated and sleazy practice of the typical pump-and-dump public…
June 16, 2015M&A
Why You Should Never Sell Your Business By Yourself
If you are completely aghast at the idea of having an advisor help you work out the trappings of the� business broker deal , it may be wise to begin with the…
June 15, 2015M&A
Is My Company Big Enough to Go Public?
We're often asked the question, " is my company big enough to go public? " While the SEC provides no specific threshold on size for going public, many of the…
June 9, 2015M&A
Can you Fund a Merger or Acquisition using Bitcoin?
Blockchain--and by association Bitcoin--remain on the yet unpractical bleeding edge for many real-world applications. That is quickly changing--especially for the…
June 6, 2015M&A
"Death Spiral" Finance: Avoiding the Temptation for Easy Money
Once your offering becomes effective and your share price begins to climb, a number of things can and will happen. First, you'll likely begin to receive more…
June 2, 2015M&A
Crowdfunding is the New Microcap
Because of the nature of our business we've been giving�keen attention to the crowdfunding market. In fact, we're convinced that crowdfunding will fuel many more…
May 26, 2015M&A
Entrepreneurial Archetypes
Entrepreneurs come in all shapes and sizes, but they do tend to follow certain patterns. The Soloist The Soloist is a business owner who solely owns his or her…
May 17, 2015M&A
Form S-1: Required Financial Statements
Going public takes some fairly decent preparation on the part of the offerer. Nowhere is this more evident than in the financial statements. Prior to your public…
May 5, 2015M&A
New User Registration Outline for Our Investment Banking Platform
As you watch the video on registering for your investmentbank.com account , please pay particular attention to the various user roles mentioned as outlined below.…
May 2, 2015M&A
Using Stock as Consideration in Mergers & Acquisitions
When companies look toward inorganic growth in the form of mergers and acquisitions , the frequent questions that arise throughout this process revolve around…
April 20, 2015M&A
Post-LOI Challenges in M&A
Roadblocks to M&A have squashed many a nearly-closed deal. In fact, we always maintain the mantra that a�deal ain't done until the money's in the bank.For most M&A…
April 17, 2015M&A
Myths About Public Company Share Registration & the SEC
Before I delve in to a discussion about what the SEC does and does not do, let me be very clear: the SEC produces and changes its opinion fairly frequently and--due…
April 13, 2015M&A
Best New York Investment Banks
Acadia Capital Advisors | New York, NYAchelous Partners, LLC | New York, NYAdams & Royer Inc. | New York, NYAdelphia Capital, LLC | New York, NYAdvanced Funding…
April 1, 2015M&A
Intellectual Property: Patents, Trademarks & Contracts for Public Offerings
When it comes time to take your company public, the SEC doesn't care if your company isn't profitable. They don't care whether or not there is a great deal of cash…
March 23, 2015M&A
Your business isn't worth what you think
There are virtually limitless methods for valuing a company . When performed in tandem, multiple valuations methodologies can provide a fair range, helping to set…
March 4, 2015