Perspective on valuation, deal structure, and sector dynamics across the middle market — written for founders, owners, and investors.
Learn how proprietary deals work in M&A, how to identify distressed opportunities, and how to protect yourself from predatory buyers in off-market transactions.
June 19, 2015Pump-and-dump schemes inflate stock prices through artificial hype before insiders sell, leaving investors with losses. Learn how these illicit schemes work
June 16, 2015Selling a business without professional representation often results in lower sale prices and missed deal structures. Learn the key risks of going it alone in
June 15, 2015SEC rules set no firm size threshold for going public, but exchange listing requirements create real barriers. Learn what it takes for a private company to
June 9, 2015Bitcoin and cryptocurrency as M&A consideration remain largely untested, but blockchain's disruption of escrow and transfer agencies signals growing potential
June 6, 2015Warns small public company owners about death spiral financing, explaining how convertible debt and dilutive share structures can erode stock price and destroy
June 2, 2015Crowdfunding is emerging as a catalyst for reverse mergers and APOs, but reputational concerns in equity crowdfunding are creating headwinds for small-cap
May 26, 2015Explore the distinct entrepreneurial archetypes — from the Soloist to the Partner and beyond — and understand how ownership structure shapes management
May 17, 2015Going public via IPO, DPO, or reverse merger requires audited GAAP financial statements filed with the SEC. This guide explains the Form S-1 financial
May 5, 2015Get an overview of the user roles available on the InvestmentBank.com platform, including investors, intermediaries, and issuers, and how each participant fits
May 2, 2015Explore how stock consideration works in M&A transactions, including the advantages and risks of using company shares as payment currency alongside cash and
April 20, 2015Navigate the most common post-LOI obstacles in M&A, from due diligence complications to post-merger integration challenges that prevent deals from reaching
April 17, 2015Clarify common myths about SEC share registration, the regulatory framework governing public company securities, and what capital raisers need to understand
April 13, 2015A comprehensive directory of investment banks headquartered in New York City, covering middle-market advisors, boutique firms, and capital markets specialists
April 1, 2015Patents, trademarks, and contracts play a critical role in SEC registration. Learn what IP documentation public offering candidates need to establish
March 23, 2015Most business owners overestimate what their company is worth. Learn how lifecycle stage, methodology choice, and buyer type all affect a realistic business
March 4, 2015Raising capital becomes straightforward when your business meets the right criteria. Discover what investors and lenders look for before committing capital to
February 25, 2015Going public is not the right path for most companies. Understand the key reasons a reverse merger or direct public offering may destroy value rather than
February 23, 2015A reverse stock split can resolve share authorization issues ahead of a reverse merger. Learn the math behind this maneuver and when companies typically
February 16, 2015Examines the steep cost of going public, using a diagnostics company's $2.14M listing expense on London's AIM Exchange as a case study in the economics of
February 6, 2015Going public offers founders benefits beyond the capital raise, including stock liquidity, enhanced credibility, and new tools for attracting talent and
February 2, 2015A candid perspective on why investment bankers prefer educated clients who understand the M&A process, its true costs, and realistic risks before committing to
January 30, 2015Learn how founding shareholders of public companies can use their stock as collateral for a personal loan, including benefits like no personal guarantee and
January 29, 2015Shares an entrepreneurial bootstrapping lesson drawn from a conversation with a self-funded founder who built a successful patented medical device company
January 29, 2015