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
Who We Helped in 2021
We learned these 10 lessons from our 30 clients last year and believe they reflect the times: 1. Companies faring well and poorly are evaluating strategic alternatives We worked with 14 clients that came to us with questions about strategic alternatives, because...
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 rearview mirror. But sometimes a review can hold helpful lessons. We found that the turmoil of the last year provided opportunities to...
How to Talk to Your Banker and Investors During Uncertain Times
NOTE: This blog was written in March 2020.I’m now four recessions into my career. Each one is different, and this is the first one associated with a health crisis. But in some ways, they follow a similar pattern — signs of strain followed by crisis, complacency and...
Deals
Merger of Eckerd Connects and Odle Creates One of Nation’s Largest Nonprofit Workforce Development Providers
Leading nonprofit workforce development providers Eckerd Connects and Odle Management Group, LLC, have announced a merger that will make Eckerd Connects one of the nation’s largest companies in its field, helping to connect underserved youth and adults with employers...
Integra LifeSciences Acquires Arkis Biosciences Inc.
Congratulations to our client Arkis Biosciences on its sale to Integra LifeSciences. Innova Memphis, an early stage venture capital firm, led a syndicate of investors including Angel Capital Group, Lighthouse Fund, and other investors from across the U.S. that...
Features
The CEO’s Role in Selling Their Company
As an investment banker, I have helped many CEOs and owners sell their businesses. And I have seen a huge difference in the result when a CEO is directly involved in the sales process versus when they are not. Thank you to Small Business Currents for having me! Read...
Why Some Small Business Owners Are Going Back to Work
For those who’ve become tired of the responsibilities of small business ownership, there’s no shame in seeking out a different opportunity. I enjoyed sharing my thoughts with Boss Magazine! Read the article in PDF.Owning a business has its perks. But the reality of...
BOSS Magazine: How CEOs’ Existing Skills Can Contribute to a Successful Company Sale
Entrepreneurs can play a vital role in the company sale process by utilizing their existing sales skills, networking capabilities and industry expertise. Thanks, BOSS Magazine, for having me! Read the article in PDF.Selling one’s business is something most...
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