M&A
Raising capital is easy when...
Thanks to some of the sites in our network �we receive a large number of requests for raising capital. It appears the rest of the market is as well . Requests for…
February 25, 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
Reasons NOT to Take Your Company Public
When you've got the industry blinders on, you begin to trick yourself into believing that a reverse merger or direct public offering is the right solution for 90%…
February 23, 2015M&A
Math of a Reverse Stock Split
Prior to an a reverse merger a company may find itself with too many issued and outstanding shares and not enough authorized shares to be able to do an alternative…
February 16, 2015M&A
$2.14MM to Raise $12.3MM? Are You Kidding Me?
I just picked up an article about an in-vitro diagnostics company that recently listed on London's AIM Exchange . The company was reminiscent of some previous…
February 6, 2015M&A
Public Company Benefits to the Founding Entrepreneur(s)
If you ignore�the capital flowing into the company coffers at the time of a public offering, going public also has a great deal of ancillary benefits to the…
February 2, 2015M&A
We Don't Like Ignorant Clients
This may sound pompous, but let me explain. We love�all clients. We also like�educating clients as to the benefits of what we do. But, after we do, we want our…
January 30, 2015M&A
Using Public Stock as Collateral for a Personal Loan
Because liquid, public stock is an acceptable form of collateral, it can easily be used for both business and personal loan guarantees against the unlikely event of…
January 29, 2015M&A
"Bubble Gum & Duct Tape" -- A Lesson in Entrepreneurial Bootstrapping
A conversation I had with a potential client this last week went something like this:Me: "Tell me about your financing to date" Client: "We've had no outside…
January 29, 2015M&A
The "Going Public" Process--Detailed Steps for Taking Your Company Public
We've gone over the go public process before , but I thought it would be helpful to provide some of the specifics in a brief post. Here they are, in typical "go…
January 28, 2015M&A
Required Forms & Schedules for Public Companies and Officers
While good securities counsel and financial accounting prowess will typically keep track of your regularly scheduled filings with the SEC, NASD and FINRA (depending…
January 26, 2015M&A
Build a Great Company, THEN Take it Public
Someone, somewhere got the order mixed up. Somewhere we starting thinking the end goal was going public--not creating long-lasting value for shareholders by…
January 23, 2015M&A
1-Page : Venture Backed, Now Public on ASX
I just read the intriguing story of Joanna Weidenmiller, the Founder of 1-Page on FastCo. After taking in more than $3 million in Silicon Valley VC money, the…
January 23, 2015M&A
Accounting for Accounting Costs in the Pre-Incorporation Phase of a Public Offering
Prepping your company for a public offering can range in cost from firm to firm. In fact,�much of the cost of going public is couched in both legal and accounting…
January 21, 2015M&A
Finance & Markets: The Week in Review
On the financial sector radar this week: Axial CEO Peter Lehrman predicts that financial firms will show more activity in 2016. Meanwhile, Airbus partners with Uber…
January 20, 2015M&A
When American Firms Turn to the Australian Securities Exchange for Public Offerings
A big piece of the reverse takeover/merger world in the United States revolves around sourcing growth opportunities in foreign nations that want to list on a…
January 19, 2015M&A
Alternative Public Offerings: Combining Private Placements with Reverse Mergers
An Alternative Public Offering (APO) is the combination of a reverse merger with a simultaneous Private Investment of Public Equity (PIPE) . It allows companies an…
January 19, 2015M&A
Top Industry Sectors Performing Reverse Mergers
Every industry has�examples of completed reverse mergers. Some are good examples. Some are bad. From each successful and failed example,�we can learn something of…
January 16, 2015M&A
Hedging Your Bets When Financing Your Business
It's human nature to spread�oneself thin across a myriad of options. It's a way of hedging to ensure we get at least one option and don't get left empty handed. We…
January 3, 2015M&A
Will Bitcoin Ever Become a Legit Currency for M&A Consideration?
The rise of bitcoin has been more than dramatic . It's use as an alternative to fiat currency is becoming more legitimized, even after the unfortunate Mt. Gox…
December 27, 2014M&A
Oil Industry Consolidation
The latest fight between OPEC and American shale fracking presents a mixed bag. Lower oil prices certainly bodes well for consumers, at least in the short run, but…
December 26, 2014M&A
E-Cigarette Scams
Much like it's marijuana counterpart , FINRA is now warning investors on potential e-cigarette scams. It's a oft-repeated story of stock manipulation and…
December 24, 2014M&A
Pre-IPO Investing: How to Get Stock in an IPO
Before we discuss some methods on getting in early in a company that is intent on going public, it will be wise to first do a quick ditty on the various methods of…
December 22, 2014M&A
Inexpensive Methods for Taking a Company Public
Perhaps the greatest barrier to making money is having money. Every person can become his/her own investor if they just keep their eyes open to opportunities. The…
December 17, 2014M&A
Advantages of a SPAC
Special Purpose Acquisition Companies (or SPACs) have dramatically increased in use as a viable method for taking companies public over the last decade. In many…
December 15, 2014