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…
Advisors Health & Wellness in Q1 2016: Active Lifestyles & Dietary Consciousness Drive Consumer Demand An aging population increasingly concerned with health and natural living is driving demand for varied subsectors within the health and…
Advisors Manufacturing in Q1 2016: Robotics and 3D Printing Bright Spots in a Lackluster Quarter M&A activity in the manufacturing sector is projected to be significantly down from previous years, with approximately 1,800 deals projected…
Advisors Calculate Your Conference ROI Conferences are a big commitment for a firm. Not only are there many direct costs that come along with sending…
Advisors Lies, Deceit, and Fraud: The Story of a Transaction Gone Wrong Over the last 36 years as an investment banker I have had the pleasure of completing many wonderful transactions. One,…
