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.
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Case Studies
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News
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Insights
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...
Can Your Startup Generate Venture Scale Returns? Check the Math.
My good friend Beezer Clarkson at Sapphire Ventures spots the best articles. This one, by a partner at JME Venture Capital, shows one way for company founders to see their businesses through investors’ eyes. I’ve summarized the article here, so the post is longer than...
Deals
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Features
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...
CFO Dive: Bankers’ Main CFO Gripe: Lack of Transparency
CFOs and their treasurers can get more from their banking relationships if they treat them more as partnerships than customer-seller transactions, banking specialists say. Thanks for the mention, Ted Knutson and CFO Dive! Read the article in PDF.A CFO that was trying...
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