New eBook: 9 Clauses to Include in Every NDA NDAS are the first step for almost every deal — but many deal professionals overlook their importance. An NDA (non-disclosure…
7 Mistakes Family Offices Make in Direct Investing This post is excerpted from The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office. There are…
5 Ways to Fund Your Business With Debt So, you’ve got a solid product and traction. Now, you want to take your business to the next level with…
Beyond the Headline Number: Terms to Consider in an M&A Deal When discussing client goals in a technology M&A engagement, we use the term “optimal outcome”  instead of “highest value.” While the…
Addition by Subtraction: A Formula for Increasing the Value of a Business When it’s time to sell a business, is the whole really greater than the sum of its parts? It may…
How Talking to a Lender Is Different Than Talking to an Investor When business owners go out to meet a lender, they often go in with the same mindset as a meeting…
Negotiate Smarter Acquisitions With This Clever Strategy Acquisitions involve capitalizing on the synergistic aspects of a business to achieve growth, but often a portion of the target’s…
Don’t Believe These 5 Myths About Private Equity With headlines surrounding the private equity industry touting the velocity and size of deals, big name takeovers, and the goings…
Maintaining Confidentiality in M&A It’s the ultimate dealmaker’s paradox: that special something that makes a business valuable and attractive to investors is also a…
