6 Crucial Considerations Before Hiring an Investment Banker Thinking about selling your business? The first step is to hire an M&A advisor or investment banker (we’ve written before…
Integration: The Banker’s Last Key to Deal Value The ugly secret of the M&A business is that most deals don’t work, at least not by the only yardstick…
More than Just a Pitch: How Investment Banks Can Win New Clients People buy from people they like. When courting new clients to mid-sized, boutique, or smaller investment banks, this adage rings…
Why Entrepreneurs Sabotage Their Own Exits — And How to Respond Mid-market advisors know that business exits and sales are often far from purely rational experiences. The behavior of owners and…
5 Questions for Investment Bankers on the First Call Recently, we featured an article about what investment bankers tend to ask CEOs on the first call. But what questions for…
The 1 Thing Investment Bankers Must Remember When Approaching Lenders Lenders can be the most appropriate solution to capital requirements — even for a company that has historically relied on…
6 Essentials for Cold Calling CEOs Let’s face it, cold calling CEOs is tough.  Some advisors avoid it altogether and simply send mailings. Sound familiar?…
Secrets of a Successful M&A Advisor Being an M&A advisor can be a tough gig. If you’re just starting out, here are a few secrets to…
4 Ways Investment Bankers Stand Out to CEOs CEOs have an ever-increasing number of options in choosing an investment banker. In addition to fielding cold calls and emails…
