What is Your Company Actually Worth?

A business owner’s decision to sell is typically based on his or her perceived value of the business. Based on our experience, this number is typically not accurate – it could be worth more or less. This mistake can be costly. Here’s what you need to know: Why Business Owners Misjudge Value The complexity of […]


Should You Hire a Sell-Side Advisor or Do It Yourself?

It’s a new year and many of you may be thinking that this is the year that you’ll cash-in and sell your business. While the decision to sell the successful and valuable business you’ve built over the years can be taxing, you’ll immediately be faced with another, equally-important question. Should you handle the sale yourself […]


What Tax Reform Could Mean for the Middle Market

The Senate and House of Representatives are working on reconciling their versions of tax reform in an effort to get a final bill to the President before Christmas. This means that the first comprehensive tax reform since 1986 is on the verge of being a reality. So, we thought you’re probably wondering what each chamber’s […]


LP Co-Investing Is on the Rise and It’s Worth It

There is a new normal in private equity markets. Limited Partner co-investing has grown past the point of a trend to an established method for LPs to actively invest. LP allocations into co-investments have grown every year since 2012. In 2016, the total value of LP transactions was $103 billion by early December, which is […]


How Strategic Divestitures Spur Growth

What happens when you hear a rumor or read an article about a company making a divestiture? Usually, the news is met with a scoff and conversation about the difficulties the divesting company must be having. This is a flawed perception. In fact, divestitures are an undervalued tool in the middle-market because, contrary to popular […]


How to Actually Be Good at Merger Integration

The U.S. just experienced the most active first half of a year in over a decade for middle-market M&A transactions, with 5,260 deals completed. As more and more companies realize the potential value of mergers and acquisitions, the number will likely only continue to climb. However, as the high number of failed M&A deals in […]


3 Reason Why an M&A Advisor is Worth the Cost

Are you thinking about selling your company?    Be warned – the process always comes with some degree of stress and uneasiness. But, the quickest way to mitigate those feelings is by hiring an M&A advisor. You may be hesitant to spend the money when you’re focused on bringing in profits from a sale, but outside help from an experienced professional […]


Due Diligence in Private Company Transactions

Acquiring a company always involves some level of risk. The best course foundation for a successful investment is a comprehensive due diligence process, which reduces the risk inherent to the transaction, facilitates more informed decision making, and leads to the potential for higher returns down the road. Before you move forward with an offer to […]


Understanding the Difference Between Private Equity & Venture Capital Firms

Late-stage business owners often talk to our team about Venture Capital (VC) firms having interest in acquiring their companies. At the same time, start-up businesses talk to us about seeking investments from Private Equity (PE) firms. If you’re a business owner and you’re looking to raise capital and/or sell your company – who should you […]


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