Advisors One Trait Every Advisor Should Look for in CEOs Investment bankers, people acquiring entrepreneurial businesses, or individuals who work for an entrepreneur — anyone who deals with an entrepreneur — would…
Advisors Is There Hope for Lagging Mid-Market M&A? Not since Lehman Brothers has mid-market deal volume been so low. Mergers & Acquisitions reports that just 330 middle-market transactions…
Advisors Drum Up Deal Flow With Better Outbound Emails For deal professionals, relationship management and development is the bread and butter of the deal world. For advisors and investors…
Advisors Building a Dedicated BD Budget Dedicated business development efforts have become a source of competitive advantage for the deal community. The specific makeup of your…
Advisors Going Legal: Opportunities and Challenges in the Cannabis Industry According to Harrison Phillips, analyst at Viridian Capital Advisors, “the legalization of cannabis is one of the greatest social, economic,…
Advisors 7 Tips for Successful CRM Implementation Read Part 1 of this article first: How Today’s Deal Professionals Use CRMs Once you’ve decided to make the leap and…
Advisors 5 Questions Sell-Side Advisors Should Ask When Evaluating Buyers Building a buyer list? Validating potential buyers in advance will help keep the deal process tight and make sure you have…
Advisors How Today’s Deal Professionals Use CRMs Today’s investment professionals are relying on technology more than ever to help manage the increasing amount of information streaming in…
Advisors How to Combine Social Media and Traditional Deal Sourcing for Maximum Results Combining traditional deal flow sourcing with social media and content marketing can help middle market dealmakers more effectively connect to…
