818-991-4150
Mentor Securities Home Services Professionals Industries Transactions Firm News Contact Us
Learn what sets us apart from others. Meet our professional team at Mentor Securities. Read the latest news from our firm's blog. Fill out our evaluation form to request a consultation.

Firm News

MENTOR SECURITIES DEVELOPS C-LEVEL EXECUTIVE TEAM

We are continually expanding our reach into many vertical markets, partly through the strategic alliances with numerous C-Level/management executives from a variety of industries. In addition, we have ...
Continue reading "MENTOR SECURITIES DEVELOPS C-LEVEL EXECUTIVE TEAM" »

CARES ACT: NET OPERATING LOSSES

For business combinations, there may be a hidden gem lurking in the recently passed CARES Act (Coronavirus Aid, Relief, and Economic Security). Among the many provisions of CARES is the revival of net ...
Continue reading "CARES ACT: NET OPERATING LOSSES" »

TIMING THE "SELLERS" MARKET

Just like the experts say about the stock market, there is no ideal time or magic wand to determine when to jump in. At this time, it is difficult to determine the long-term winners and losers from ...
Continue reading "TIMING THE "SELLERS" MARKET" »

CORONAVIRUS IMPACT ON SELLING BUSINESSES

As of mid-March, there is much uncertainty surrounding the impact of the coronavirus on U.S. (and global) business. Many Americans are gripped by a "fear of the unknown," since there is no ...
Continue reading "CORONAVIRUS IMPACT ON SELLING BUSINESSES" »

PRIVATE EQUITY - 2019

For the Year End 2019, the number of deals by Private Equity (PE) was off 15% from 2018. At the same time, the capital raised was up by 50% over 2018. The majority of deals were transacted at less ...
Continue reading "PRIVATE EQUITY - 2019" »

FIRST POTENTIAL BUYER CONTACT

What should a company do when first contacted by a viable potential buyer? Many companies (sellers) will face this dilemma, and there is no ideal answer. We suggest that you be "open" to ...
Continue reading "FIRST POTENTIAL BUYER CONTACT" »

THE LATEST IN M&A TRANSACTIONS

As we enter 2020, the amount of potential M&A deals is expected to accelerate. Multiples remain strong (and unusually high for the best companies), averaging nearly 7.5 times trailing adjusted ...
Continue reading "THE LATEST IN M&A TRANSACTIONS" »

SELLING TO OVERSEAS BUYER(S)

One of the best opportunities for U.S. sellers is the vast overseas market of buyers. However, changing the old adage, "let the seller beware." Provided herein are the major hurdles for ...
Continue reading "SELLING TO OVERSEAS BUYER(S)" »

M&A BUY-SIDE BANKING

Some investment banks focus solely on Sell-Side advisory. Others work principally on Buy-Side deals. Mentor Securities is staffed to provide full service for both types of transactions. The Buy-Side ...
Continue reading "M&A BUY-SIDE BANKING" »

MAJOR IMPEDIMENTS TO SELLING A BUSINESS

There can be numerous reasons that a company is not sold. And some of them have little to do with the company itself. Even the most capable investment bankers and lawyers can fail to put Humpty Dumpty ...
Continue reading "MAJOR IMPEDIMENTS TO SELLING A BUSINESS" »

A FAILURE TO LAUNCH

What happens when a retained sell-side company does not sell, even after an exhaustive marketing process? Well, the first thing is denial. Every company is wanted by someone, right? No exactly. Then ...
Continue reading "A FAILURE TO LAUNCH" »

PERSISTENCE OFTEN WINS

Investment bankers can earn substantial sums for closed transactions, either sell-side or buy-side. But how many deals actually close? Probably less than 50%. So, there is a high risk of spending ...
Continue reading "PERSISTENCE OFTEN WINS" »

CHANGING LANDSCAPE

Some of the more prevalent aspects taking place in M&A transactions are the following: The typical Confidential Information Memorandum (CIM) is no longer a lengthy written document. Rather, it is ...
Continue reading "CHANGING LANDSCAPE" »

WORKING THE BUY-SIDE

Most investment banks focus on the sell-side of a transaction, for the following reasons: The engagement includes a retainer for initial advisory work and conducting a process to find the best ...
Continue reading "WORKING THE BUY-SIDE" »

DEAL FLOW

The good news is that completed sales of private firms is trending up. In 2018 the number of successful transactions was 8761, a 12% increase over 2017. The economy "roars" onward, ...
Continue reading "DEAL FLOW" »

THE CONFUSION ABOUT MULTIPLES

Even those of us imbedded in the M&A world are sometimes confused by multiples paid. While each deal is unique, buyers and sellers continue to seek clarity about the most reasonable multiple for ...
Continue reading "THE CONFUSION ABOUT MULTIPLES" »

Q1 MS News

The first quarter of 2019 was excellent for Mentor Securities. Our inventory includes six sellside and five buyside transactions. Two significant closed transaction are the following: Cleancut was ...
Continue reading "Q1 MS News" »

PRIVATE EQUITY - FINDING TARGET ACQUISITIONS

Much of our valuation and investment banking services revolve around private equity (PE) firms. The primary interactions with PE's are the following: Valuation of partners' carried interests ...
Continue reading "PRIVATE EQUITY - FINDING TARGET ACQUISITIONS" »

WHAT SELLERS NEED TO KNOW

One of the more vexing issues for the successful investment banker is deciding how much to really "share" with the seller(s) concerning the sale process. The myriad of issues faced by the ...
Continue reading "WHAT SELLERS NEED TO KNOW" »

Interviewing the Prospect

Careful and effective investment banking professionals are circumspect about which prospects they want as clients. Thus, the intake interview is critical to that process. As an investment bank, the ...
Continue reading "Interviewing the Prospect" »

2019: Expect More Transactions

The most reasonable prognosticators agree that there will be no recession in 2019. In addition to that reality, owners will experience growth in revenues and profits. This is the right combination to ...
Continue reading "2019: Expect More Transactions" »

SELLER: IS YOUR MOTIVATION CLEAR?

As an investment bank, the most critical part of our job is the first interview. This meeting is a two-way street, meaning that each party is there to determine if the prospective engagement is right ...
Continue reading "SELLER: IS YOUR MOTIVATION CLEAR?" »

SELLING YOUR COMPANY: ANTICIPATE THE WORST

This headline is not intended to dissuade any committed business owner from selling. It is a warning that a deal may go sideways or crater at any point in time, even just before the cash is wired to ...
Continue reading "SELLING YOUR COMPANY: ANTICIPATE THE WORST" »

WHY NOT USE AN INVESTMENT BANK?

For different but similar reasons, some buyers and sellers choose not to employ an investment bank (IB). When a trusted advisor strongly urges their client, buyer or seller, to hire an IB, that ...
Continue reading "WHY NOT USE AN INVESTMENT BANK?" »

RAISING GROWTH CAPITAL

As opposed to startups or early stage companies with little to no revenues, there is a vast market for raising growth capital. This market is buoyed by the explosion of non-traditional capital ...
Continue reading "RAISING GROWTH CAPITAL" »