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
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Deals
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Features
MidMarket Talk: How an Hourly Billing Model Helps Us Reach Underserved Clients
The Alliance of M&A Advisors' MidMarket Talk newsletter recently featured my latest column, in which I discussed situations where our hourly billing model helps us serve clients more effectively. Find the original article here or read below. Read the article in...
Small Biz Daily: Managing Investor Relationships With Family and Friends
I recently wrote a column for Small Biz Daily featuring advice for navigating investor relationships with family and friends. Find the original article here or read below. Read the article in PDF.We’ve all heard the advice many times before: Don’t do business with...
CFO Magazine: What to Do When Your Boss Sells the Company
This article originally appeared in CFO magazine. To read the original version, click here.When a company is put up for sale, it creates a uniquely challenging situation for CFOs and other senior executives. At some point in their career, most employees are taken by...
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