Advisors Download a Free NDA Template The average generalist investor sources more than a thousand deals per year. In order to determine if a deal is…
Business Owners The New Buyer Landscape: Q&A With Private Equity and Strategic Acquirers There is a diverse environment of investors today, each with different goals and strategies. At the 2015 Axial Concord, a…
Advisors What Skyrocketing Valuations Mean for Buyers and Sellers Skyrocketing valuations are the topic du jour both from a buyer’s and a seller’s point of view. For buyers, whether strategic…
Advisors New eBook: 9 Clauses to Include in Every NDA NDAS are the first step for almost every deal — but many deal professionals overlook their importance. An NDA (non-disclosure…
Private Equity 7 Mistakes Family Offices Make in Direct Investing This post is excerpted from The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office. There are…
Business Owners 5 Ways to Fund Your Business With Debt So, you’ve got a solid product and traction. Now, you want to take your business to the next level with…
Advisors Beyond the Headline Number: Terms to Consider in an M&A Deal When discussing client goals in a technology M&A engagement, we use the term “optimal outcome” instead of “highest value.” While the…
Business Owners Addition by Subtraction: A Formula for Increasing the Value of a Business When it’s time to sell a business, is the whole really greater than the sum of its parts? It may…
Business Owners How Talking to a Lender Is Different Than Talking to an Investor When business owners go out to meet a lender, they often go in with the same mindset as a meeting…
