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Recent Posts in General Category

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DECIDING TO SELL

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?” ...
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Capital Raising

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, ...
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Transaction Closing - Steven Label

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 ...
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WORKING CAPITAL

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 ...
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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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Deciding to Sell

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" »

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 ...
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PROFITS INTERESTS

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. ...
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ROLE OF THE VALUATOR

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 ...
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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 ...
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Transction Closing - Joneca

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 ...
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SELECTING YOUR INVESTMENT BANKER

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 ...
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EBITDA

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 ...
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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 ...
Continue reading "LIFE OF A DEAL" »

M&A EXIT ADVISORS

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 ...
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WHY NOT USE AN INVESMENT 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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WHAT PORTENDS FOR DEALS IN 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 ...
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WHAT GOES INTO A MULTIPLE?

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 ...
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WHY TO HIRE AN INVESMENT 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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MENTOR SECURITIES EXECUTIVE TEAM

To expand our already strong reach into many industries, Mentor Securities has continued to partners with C-Level management and CFO/Search firms. These collaborations provide added credibility and ...
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COVID ERA IMPACT TO SELL OR NOT TO SELL

Many firms are currently conflicted. In the middle of the COVID Era, with no known end data, these companies are asking themselves a basic question: do we go to market now? This question is germane to ...
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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 ...
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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 ...
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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 ...
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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 ...
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