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Mid-Market Industries We Are Watching

As we mentioned in our last post, we believe most middle market companies fall somewhere on a spectrum between playing defense and playing offense. They are either trying to survive, or they are on the other side, doing business (perhaps even a lot of business) and cautiously trying to grow. No company is doing things […]

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Thinking Strategically About SBA Relief Loans

The only way to generalize how the Covid-19 pandemic is affecting small and mid-sized businesses is to say that we’re all affected. Most of the business owners we’ve spoken with have had their heads down trying to understand how to access relief loans and/or how to maximize their use once they have the money. Using […]

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Industries with Opportunities in the Near Term

The unique challenges of a global pandemic are affecting different industries in different ways. Some industries, like brick-and-mortar retail and travel, have been hit hard and will be reshaped as companies file for bankruptcy. We expect that some will remain on their feet or regain their footing more quickly than others. The obvious: online retail, […]

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Middle Market M&A Activity in 2020: What’s Next

Trying to keep your finger on the pulse of the middle market is challenging right now. The pulse is not steady, to say the least. That said, there are observations and cautious predictions to be made. Here are some of the ways you should be thinking about mergers and acquisitions in the near term. Think […]

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The CARES Act: What We’re Watching

Like many Americans, we’ve been on the edge of our seats watching, reading, and trying to understand exactly how the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion coronavirus stimulus bill, will affect our businesses and the economy. Here is what we think you need to know. Mitigating the effects of the […]

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Family Offices are Alive, Well, and Investing

Family offices are appearing in the news more and more often. Savvy investors and businesses need to pay attention. What is a family office? Family offices are full-service private wealth management firms that serve just one family or a small number of ultra-high-net-worth families. These firms offer basic financial services, as well as customized concierge […]

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The Best Deals Are Thoughtful Deals

To an outsider, mergers and acquisitions sometimes seem like they happen overnight. Offers are made, negotiated, and closed before the employees even know something is going on. Each team pulls long hours for a few weeks and then the deal is done. Insiders know this is rarely the case. The best M&A deals have been […]

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Uncertainty is Expected in 2020 M&A Market

If there is one word that sums up how top executives seem to feel about new deals in the new year, it would be “uncertain.” CFO.com recently published results from an annual study conducted by Dykema Gossett. As we think about merger and acquisition activity in 2020, here are the survey results that caught our […]

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What You Need To Know About Small Business Loans in 2020

Recently, the Small Business Administration (SBA) made a few changes to the approval process for SBA loans that are combined with Rollovers for Business Start-ups (ROBS) as the equity injection. All newly originated SBA loans that use Rollovers for Business Start-ups must be sent through the general SBA approval process to secure the guarantee of funds, […]

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