News & Insights
Our thought leadership pieces are curated to offer practical tips and strategies for optimizing business performance, while our deal announcements keep you informed about the latest transactions and industry trends. Contributing to knowledge about how to do transactions well is at the heart of our Why – we strive to be good corporate citizens in our business communities.
With a wealth of knowledge and experience, our team of professionals brings high expertise to every piece of content. We invite you to explore our website and discover how we can help you achieve your business goals.
Case Studies
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News
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Insights
Who We Helped in 2017
In this season of giving thanks, we’d like to extend our gratitude to the entrepreneurs and investors we’ve worked with this past year. Thank you for the strong working relationships we’ve shared and for entrusting us with the big decisions concerning you and your...
Our Time-Based Billing Approach Helps In These Four Situations
Our by-the-hour-model allows us act as a counselor, working alongside our clients to help them achieve their objectives. It seems like a little tweak, but the billing model allows us to help in many situations where traditional investment bankers cannot. Here are the...
Nelson Mullins’ Rhys Wilson – “How To Prepare Your Business for Sale”
Nelson Mullins lawyer Rhys Wilson wrote a very good article for Industry Today about how to prepare a business for sale. I liked both the content of his points and the order in which he addressed them: 1. Know your minimum sales price. If you’re considering a business...
Deals
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Features
Small Biz Daily: Before Selling Your ‘Lifestyle Business,’ Consider Other Options
As we emerge from the challenging period that was 2020, many business owners are ready for a change that could include a sale — however, before deciding to sell, it’s worth looking at the pros and cons of the alternatives available. Thanks to Small Biz Daily for the...
CEOWorld: When Owning a Company No Longer Fits Your Lifestyle
If your position as business owner is no longer suiting your lifestyle, it may be time to pivot. Thanks to CEO World for having me! Read the article in PDF.As more people are getting vaccinated and fewer COVID-19 cases are being reported, things seem to be getting...
CFO: Five Key Elements of a Successful Investor Pitch
Crafting a solid pitch involves answering the overarching question on investors’ minds: “Why should I believe that this company will make me money?” Here are five elements of a pitch that can build trust with investors and convince them to provide capital. Thanks for...
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