Advisors Should Middle Market Investors Worry About New Rules for Crowdfunding? When someone mentions “crowdfunding,” we often think of it as a way to support a charitable cause, or help an…
Advisors Middle Market Weekly Outlook With Pfizer and Allergan poised for a merger, Forbes ponders whether we should we change the tax code to prevent…
Advisors 5 Taboo Topics to Avoid at the Holiday Table Heading home for the holidays? Any time you assemble a group of generationally and politically diverse family members around the…
Advisors Middle Market Weekly Outlook Investors are searching for any way to mitigate frothy valuations — and add-ons are one popular solution. The Wall Street…
Advisors How to Host a Business Lunch Like a Boss Part of every deal professional’s job is networking. But what do you do if you’re new-ish to the gig and…
Advisors Here’s How Successful Investment Banks Increase Deal Flow All business development efforts have an ultimately simple aim: increase deal flow. But what strategies have the biggest payoff? How…
Advisors How to Prevent Failed Mergers Private equity-driven M&A deals have an embarrassingly low success rate. This is understood within the industry, at least on a…
Advisors Middle Market Weekly Outlook “With the Great Recession behind us, it’s now time for the Great Remix,” writes the Huffington Post. There’s a reason…
Advisors Free DCF Excel Template: Discounted Cash Flow Valuation Model Whether you’re selling, acquiring, investing in, spinning off, or advising a business, there’s one number that transcends all others in…
