Business Owners The Anatomy of a CIM The CIM, also referred to as the Offering Memorandum (OM), Information Memorandum (IM), or pitch book, explains in more detail…
Business Owners Breaking down the NDA The first document produced and executed for an M&A transaction is typically a non-disclosure agreement (NDA), sometimes known as a…
Business Owners 6 tips for writing great M&A investment teasers In sales, it’s the pitch over Zoom or in person. In venture capital, there’s the product demo and 10-slide pitch…
Business Owners 3 Must Reads for Business Owners Preparing to Sell Whether you’re looking to sell your business in three years or six months, it is critical to surround yourself with…
Advisors Is Collision Repair the Gold Rush 2.0? This is a guest post from FOCUS Investment Banking, an Axial member since 2010 and an Axial sell-side partner since March…
Closing a Deal in Today’s Environment [Axial Roundtable] In a recent roundtable discussion, four Axial members joined Axial CEO, Peter Lehrman to discuss opportunities and challenges in the…
Automation Is Coming to Your Machine Shop. Are You Ready? This is a guest post from FOCUS Investment Banking who has been an Axial member since 2010 and an official…
Business Owners Anatomy of an Earnout An earnout represents just one of many contractual provisions structuring the sale of a business. That sounds pedestrian enough at…
Business Owners 6 Clauses to Negotiate in the Investment Banking Engagement Letter The investment banking engagement letter is the official representation of your company’s relationship with your M&A advisor or investment bank,…
