Blog

In M&A, there’s often a disconnect between what a business is today and what it could be tomorrow. Owners see years of investment in people, systems, and strategy that haven’t…Read More

When it’s time to sell your business, one of the biggest decisions you’ll make is how to structure the sale – whether to sell your stock (equity) or the assets…Read More

In middle-market M&A, the treatment of debt is often one of the most critical yet misunderstood aspects of transaction structuring. While enterprise value determines the gross consideration, how debt and…Read More

Valuing a middle-market company is often more art than science. Unlike large-cap transactions, where abundant data and market comparables simplify the process, middle-market valuations come with nuances that require careful…Read More

Confidential Information Memorandum (CIM): Critical Component of the M&A Process In the fast-paced world of mergers and acquisitions (M&A), sellers often find themselves navigating a complex landscape filled with potential…Read More

Strategic divestitures are often misunderstood. For many owners, the idea of selling a business line raises concerns about disruption, customer reactions, and value loss. In practice, a well-planned divestiture can…Read More

“Business value is never a single figure – it’s a spectrum shaped by risk, growth, and market context.” If you’re preparing to sell, your goal is simple: get the highest…Read More

“In middle-market M&A, failure isn’t random. It’s the result of identifiable – and avoidable – pitfalls.” Not every company that enters a sale process reaches the finish line. Some fail…Read More

Origins of the Main Street Lending Program (MSLP) In April 2020, amid COVID-19 lockdowns and a freezing of credit markets, the U.S. Federal Reserve and Treasury launched the Main Street…Read More

Reducing Risk Before Selling a Business: Key Strategies for Small and Middle-Market Companies As business consultants and investment bankers with extensive experience advising small and middle-market businesses, we understand that…Read More