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Journal of Private Equity: Capital and Financial Strategies for Private Companies

I’m very proud to share the news that my academic article “Capital and Financial Strategies for Private Companies: Lessons from Their Publicly Traded Brethren” has been published in the fall 2018 issue of The Journal of Private Equity. An abstract can be found below:

Most businesses monitor their sales, marketing, and supply chain strategies. However, the companies with the best governance and risk management also regularly evaluate their capital and financial plans, understanding and thinking ahead about their needs for liquidity, their mix of different types of funding, and the eventual need to return money to their investors. The exigencies of public markets, as well as the law, require public companies to carefully monitor their capital and financial strategies in this systematic way—and to make timely adjustments when this ongoing evaluation points out the need to do so. This necessity has created a process that well-run private companies would be wise to emulate. Accordingly, this article will explore how private companies adopt the governance and risk management practices of public companies to enhance their performance. More precisely, it will explore how they overcome the challenge of having little visibility into capital market conditions for private companies, a problem that public companies do not have because they must abide by regulations that mandate the disclosure of critical financial and operational information.

What to Do When the Bank Says No: Alternative Capital Options for Your Business

Ask Us Anything Dear Oaklyn Consulting, My business has weathered a tough period and needs an infusion of cash to make it through the next few months. My local banks keep declining my applications. What nontraditional sources of capital do I have left? What are the...

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Learn how to leverage risk management as an investment banking professional and secure better deals for your clients and partners.

Veteran M&A Advisor Rob Tyndall Joins Oaklyn Consulting

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Crucial Items To Be Considered When Selling a Business

Ask Us Anything Dear Oaklyn Consulting, What are some crucial items to be considered when selling a business? And do you help clients purchase as well as sell?   From Oaklyn Consulting A crucial first step toward the successful sale of a business is to do what...