818-991-4150
Mentor Securities Home Services Team Expertise Transactions Industries 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.

Recent Posts in General Category

113 results found. Viewing page 1 of 5. Go to page 1 2 3 4 5   Next

MANAGING EXPECTATIONS

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" »

BUYERS WANT QUALITY SELLERS

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" »

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 ...
Continue reading "WHAT GOES INTO A MULTIPLE?" »

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 ...
Continue reading "WORKING CAPITAL" »

PRE-SALE DUE DILIGENCE

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" »

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" »

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, ...
Continue reading "Capital Raising" »

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 ...
Continue reading "Transaction Closing - Steven Label" »

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 ...
Continue reading "WORKING CAPITAL" »

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" »

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 ...
Continue reading "WORKING THE BUY-SIDE" »

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. ...
Continue reading "PROFITS INTERESTS" »

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 ...
Continue reading "ROLE OF THE VALUATOR" »

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" »

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 ...
Continue reading "Transction Closing - Joneca" »

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 ...
Continue reading "SELECTING YOUR INVESTMENT BANKER" »

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 ...
Continue reading "EBITDA" »

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 ...
Continue reading "M&A EXIT ADVISORS" »

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 ...
Continue reading "WHY NOT USE AN INVESMENT BANK?" »

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 ...
Continue reading "WHAT PORTENDS FOR DEALS IN 2021?" »

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 ...
Continue reading "WHAT GOES INTO A MULTIPLE?" »

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 ...
Continue reading "WHY TO HIRE AN INVESMENT BANK?" »

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 ...
Continue reading "MENTOR SECURITIES EXECUTIVE TEAM" »
113 results found. Viewing page 1 of 5. Go to page 1 2 3 4 5   Next