Resources

Features

CEOWorld: Pitching to Investors: 5 Critical Components to Include

Now more than ever, businesses are seeking capital. How do you break through the competition and present a pitch that resonates with your…

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Deals

Congratulations to ICON Medical Network

We advised Janet Elkin, a healthcare staffing innovator, on her acquisition of ICON Medical Network, a deal announced on March 16. Our role…

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Features

CFO: M&A Deal Price: Agreeing to Disagree

Completing a merger or acquisition now could be a lifesaver for some struggling businesses during the current economic climate. For…

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Features

BOSS: How to Finalize an M&A Deal Right Now? Agree to Disagree.

During a period when current revenue might not reflect a business’s true value, disagreement over price can be a roadblock keeping some M&A…

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Features

CFO Dive: 5 CFO Tips For Tapping Today’s Abundant Capital

Record monetary and fiscal stimulus is flooding markets with liquidity, giving CFOs an unusual opportunity to improve capital structure.…

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Insights

Who we helped in 2020

As we all look forward to the possibilities of 2021, it’s tempting not to look back on 2020 at all, happy for it to disappear in the…

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Features

CEOWorld Magazine: Why Getting an M&A Deal Done Right Now Might Mean Agreeing to Disagree

If a business doesn’t have a pressing need to get a deal done right away, it often makes sense to wait. But sometimes, companies have a…

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Features

SmallBizDaily: 7 Considerations to Optimize Troubled Assets – Whether Buying or Selling

As 2020’s challenges flow into 2021, businesses are strategically planning long-term initiatives that will carry them through the pandemic…

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Features

CFO: The Decision to Buy or Sell Non-Core Assets

CFOs can offer their companies valuable insight into where the business can generate value and where things can improve. I enjoyed offering…

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Features

BOSS Magazine: Is Now the Right Time to Sell (or Buy) Distressed Assets?

Though the COVID-19 pandemic has created challenges for many, there is still room for forward-thinking leaders to create opportunities. To…

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Features

Chronicle of Philanthropy: How Mergers Can Help Struggling Nonprofits Survive and Thrive

Thank you to David Dennis and The Chronicle of Philanthropy for featuring our work with Eckerd Connects and Odle Management. We partnered…

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Features

BOSS Magazine: How a Merger or Acquisition Can Provide a Lifeline to Nonprofits During the Pandemic

Many nonprofits face the challenge of securing funding, which has only been magnified by the COVID-19 pandemic and unstable economy. For…

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