Firm News
Posted on Sep 1, 2022
As a professional advisor and investment banker, the most important aspect of an engagement is managing the client’s expectations. In fact, it is even more crucial to conduct a thorough ...
Continue reading "MANAGING EXPECTATIONS" »
Posted on Aug 1, 2022
No matter the state of the economy, buyers will always pursue what they perceive as a quality seller. Obviously, there are a plethora of buyer types, such as those that: Never vary from their stated ...
Continue reading "BUYERS WANT QUALITY SELLERS" »
Posted on Jul 1, 2022
The most well-known metrics for “pricing” a potential business sale involve applying a multiple times an income amount, EBITDA (earnings before interest, taxes, depreciation and ...
Continue reading "WHAT GOES INTO A MULTIPLE?" »
Posted on Jun 1, 2022
The definition of working capital (W/C) is rather simple: current assets less current liabilities. The ratio is current assets/current liabilities. Any ratio below 1 is negative. For most companies a ...
Continue reading "WORKING CAPITAL" »
Posted on May 1, 2022
Almost anything you can imagine should be part of the pre-sale due diligence. If a selling company (seller) wants to receive the best terms and price, they must perform a certain amount of their own ...
Continue reading "PRE-SALE DUE DILIGENCE" »
Posted on Apr 1, 2022
Most business owners face the dilemma of deciding when to sell. The answer is not simple. Obviously, selling at the right or best time is ideal. But how can you determine that “best time?” ...
Continue reading "DECIDING TO SELL" »
Posted on Mar 1, 2022
The capital raising landscape is improving for new and growing ventures. Venture capital is plentiful for startups, though much of it is focused on these industries/assets: medical devices, software, ...
Continue reading "Capital Raising" »
Posted on Feb 1, 2022
Does one really know why a potential sale of a company fails? As an investment bank, we have witnessed transactions “blow up” for any number of reasons. No one can prove the failure rate ...
Continue reading "WHY DEALS FAIL" »
Posted on Jan 19, 2022
Mentor Securities, a premier M&A Advisory firm, is pleased to announce that its client, Steven Label Corporation (“SLC”), was acquired by Goldner Hawn, a renowned Midwest private ...
Continue reading "Transaction Closing - Steven Label" »
Posted on Jan 1, 2022
The definition of working capital (W/C) is rather simple: current assets less current liabilities. The ratio is current assets/current liabilities. Any ratio below 1 is negative. For most companies a ...
Continue reading "WORKING CAPITAL" »
Posted on Dec 1, 2021
Nearly every investment banking client takes us on an interesting journey, with numerous twists and turns. The progression of a beginning, middle, and (potential) end is very akin to a courtship. Our ...
Continue reading "LIFE OF A DEAL" »
Posted on Nov 1, 2021
Most business owners face the dilemma of deciding when to sell. The answer is not simple. Obviously, selling at the right or best time is ideal. But how can you determine that “best time?” ...
Continue reading "Deciding to Sell" »
Posted on Oct 1, 2021
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" »
Posted on Sep 1, 2021
Special equity compensation known as profits interests (PI) are only issued by Limited Liability Companies (LLCs). They provide for a share of profit in the company after a specific point in time. ...
Continue reading "PROFITS INTERESTS" »
Posted on Aug 1, 2021
What is the appropriate role of a financial valuator? Objectivity, above all else. As a member of the most prestigious governing body, the American Society of Appraisers (ASA), the credible valuator ...
Continue reading "ROLE OF THE VALUATOR" »
Posted on Jul 1, 2021
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" »
Posted on Jun 30, 2021
The Mentor Group (aka Mentor Securities), a premier M&A Advisory firm, is pleased to announce that its client, Joneca Corporation (“Joneca”), one of the world’s leading producers ...
Continue reading "Transction Closing - Joneca" »
Posted on Jun 1, 2021
COVID-19 created problems and opportunities for investment bankers. Enumerated below are the issues and how the credible IBankers (IB) would handle them. Issues 1. Many companies succeeded in spite of ...
Continue reading "SELECTING YOUR INVESTMENT BANKER" »
Posted on May 1, 2021
Careful consideration should be given to potentially significant tax liability with respect to stock issued to founders, employees and contractors (in lieu of other compensation). Often, startups and ...
Continue reading "EBITDA" »
Posted on Apr 1, 2021
Nearly every investment banking client takes us on an interesting journey, with numerous twists and turns. The progression of a beginning, middle, and (potential) end is very akin to a courtship. Our ...
Continue reading "LIFE OF A DEAL" »
Posted on Mar 1, 2021
The key buzzword in the M&A sphere is exit planning. Typically, the earlier and better the pre-M&A cleanup, the smoother the ultimate sale. Filling the exit planning or strategy role are ...
Continue reading "M&A EXIT ADVISORS" »
Posted on Feb 1, 2021
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 INVESMENT BANK?" »
Posted on Jan 1, 2021
Our investment bank serves mostly private company sellers. The buyers are a combination of public and private firms – strategics and PEGs (private equity groups). We do not seek out or negotiate ...
Continue reading "WHAT PORTENDS FOR DEALS IN 2021?" »
Posted on Dec 1, 2020
The most well-known metrics for “pricing” a potential business sale involve applying a multiple times an income amount, EBITDA (earnings before interest, taxes, depreciation and ...
Continue reading "WHAT GOES INTO A MULTIPLE?" »
Posted on Nov 1, 2020
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 TO HIRE AN INVESMENT BANK?" »