Blog Posts in 2021
Posted on Oct 1, 2021 By Davis Blaine
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 By Davis Blaine
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 By Davis Blaine
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 By Davis Blaine
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 1, 2021 By Davis Blaine
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 By Davis Blaine
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 By Davis Blaine
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 By Davis Blaine
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 By Davis Blaine
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 By Davis Blaine
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?" »