Business Owners 6 Crucial Considerations Before Hiring an Investment Banker Thinking about selling your business? The first step is to hire an M&A advisor or investment banker (we’ve written before…
Advisors Integration: The Banker’s Last Key to Deal Value The ugly secret of the M&A business is that most deals don’t work, at least not by the only yardstick…
Advisors More than Just a Pitch: How Investment Banks Can Win New Clients People buy from people they like. When courting new clients to mid-sized, boutique, or smaller investment banks, this adage rings…
Advisors Why Entrepreneurs Sabotage Their Own Exits — And How to Respond Mid-market advisors know that business exits and sales are often far from purely rational experiences. The behavior of owners and…
Business Owners 5 Questions for Investment Bankers on the First Call Recently, we featured an article about what investment bankers tend to ask CEOs on the first call. But what questions for…
Private Equity The 1 Thing Investment Bankers Must Remember When Approaching Lenders Lenders can be the most appropriate solution to capital requirements — even for a company that has historically relied on…
Advisors 6 Essentials for Cold Calling CEOs Let’s face it, cold calling CEOs is tough. Some advisors avoid it altogether and simply send mailings. Sound familiar?…
Advisors Secrets of a Successful M&A Advisor Being an M&A advisor can be a tough gig. If you’re just starting out, here are a few secrets to…
Advisors 4 Ways Investment Bankers Stand Out to CEOs CEOs have an ever-increasing number of options in choosing an investment banker. In addition to fielding cold calls and emails…
