Insights
No articles match.
Five Post-Merger Challenges and How to Solve Them
By Frank Williamson, Oaklyn Consulting, and Ernie Lopez, MergerAI The closing of an M&A deal is often a hard-earned milestone after a…
Strategic vs. Financial Buyers: What’s Best for Your Business?
One of the first questions any business owner considering a sale needs to answer is whether to pursue a strategic buyer or a financial…
How to Acquire Your First Small Business In 4 Steps
Learn how to acquire your first small business with a clear 4‑step framework. Set goals, build a prospect list, engage owners effectively,…
What’s the Right Way to Manage Risk in Lower Middle Market Investment Banking?
Learn how to leverage risk management as an investment banking professional and secure better deals for your clients and partners.
5 Tactics to Boost Your Lower Middle Market Investment Banking Deal Origination
If you’re a lower middle market investment banker hoping to boost your investment banking deal origination, here are five suggestions of…
How to Improve Your Investment Banking Deal Flow
Learn the four major key areas where investment bankers can improve their investment banking deal flow. Start optimizing your business…
What Role Does an Investment Banker Play in Mergers or Acquisitions?
The exact role of investment banking in M&A can be confusing. Click here to understand where and when to leverage investment banking in M&A.
5 Questions You Must Ask Your Investment Banker
Hiring an investment banker isn’t something a person does every day. Learn the questions you should ask and the info you should get now.
What Does an Investment Banker Do and Why Do I Need One?
If you’re considering selling your business, you probably have questions. You may not know what investment bankers do or if you need one.…
How We Help Investment Bankers Say Yes More Often
In investment banking, credibility is everything. If you’ve developed a reputation for successfully executing deals, having deep industry…
5 Common Pitfalls When Selling Your Business Without a Broker
See how to sell your business without a broker, what are the advantages and disadvantages, and how to make better capital decisions in such…
How a Merger Can Strengthen Nonprofits for the Future
The same way merging for-profit businesses can increase reach and profitability, merging nonprofits can safeguard organizations from…