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Blog Posts in 2018

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 ...
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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 ...
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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 ...
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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 ...
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M&A ROLLER COASTER

The middle market and lower middle market for M&A transactions has been somewhat of a roller coaster for the last two years. The booming economy set in motion in early 2017 has both helped and ...
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BUYER BEWARE

We often write about M&A from the prospective of the selling company. But the opposing side to those conundrums are the issues facing even the most astute buyers. The risks of making a bad ...
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THE SUPERCILIOUS MARKETPLACE

We expected that the 2017 Tax Act would spur increased multiples for buyouts. At the same time, we did not expect some of the pricing we have heard of or experienced. One recent example was $11 ...
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WHAT'S IN A REPUTATION?

How does a professional investment banker (IB) create his brand or reputation? At the end of the day, he/his firm are judged by the client successes: type, size, industry, and niches within those ...
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M&A PRICING UNDER TAX ACT

There are many consequences of the 2018 Tax Act, especially for M&A. Perhaps the most evident affects of the new law are the following: With the reduced rate for C corps from 35 to 21%, after-tax ...
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BUYER ADVISORY SERVICE

In addition to selling companies, Mentor Securities provides financial advisory to buyers. These engagements involve a monthly retainer and a success fee, usually a percentage of the purchase price. ...
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LIFE OF A DEAL

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 ...
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Prognosis for 2018

The new Tax Act, along with the burgeoning economy, portend exciting and fruitful 2018 for M&A activity. The Act specifically creates incentives for faster depreciation write-offs and expensing of ...
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