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.
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Case Studies
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News
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Insights
There is Capital…You Just Don’t Know How to Ask for It
When faced with hurdles in obtaining financing, some business owners throw up their hands and conclude there is no capital to access. That’s not true. While investors might be more inclined to say “no” in certain economic environments, there are dollars out there. To...
Showcasing the Entrepreneurial Ecosystem in Charleston, South Carolina
I (Frank) had the opportunity to take part in the annual DIG SOUTH event, participating in a panel on crowdfunding. DIG SOUTH founders Stanfield and Sunny Gray are doing a great service, drawing attention to the entrepreneurial ecosystem in Charleston, S.C., and...
Most Common Problems with Family-Run Midmarket Firms and How to Correct Them
According to Family Enterprise USA, there are 5.5 million family-owned businesses in the U.S. These companies employ 63 percent of the workforce and contribute 57 percent of America’s gross domestic product, making them a crucial piece of our economy. Based on my...
Deals
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Features
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...
BOSS: 5 Essential Elements of a Private Equity Investor Pitch
Why should investors believe that you are going to make them money? Here are five elements to include in your investor pitch. Thanks to Boss Magazine for having me! Read the article in PDF.Successfully drawing equity investors to your business requires more than being...
Private Company Director: Why Your Board of Directors Should Consider Selling (or Buying) Distressed Assets
At the board level, members have an important role in helping management identify and make long-term decisions about their company’s distressed assets, as well as how to allocate resources to areas that might thrive with additional investment. Thank you, Private...
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