Understanding the M&A Motivation: Why a Business Founder Might Pursue a Sale
Understanding the motivations behind selling a business should guide a robust M&A strategy. We explain how goals, timing and market consideration impact M&A and why and when business founders should consider selling.
Top 5 Reasons You Should Hire a Generalist Investment Banker
Hiring a generalist investment banker instead of an industry specialist investment banker might be the best decision you could make to ensure a successful business sale or capital raise. Generalist investment banking advisory firms bring broad transaction experience, offer creative deal strategies, and have access to a wide network of buyers, investors and partners.
Maximizing Business Value in a Sale: How EBITDA Addbacks Boost Your Valuation
Learn how EBITDA addbacks can maximize your business’s sale price. Discover key strategies to boost valuation and attract top buyers in M&A transactions.
From Raising Capital to Generating Returns: The Private Equity Fund Lifecycle
Private equity funds serve as a critical source of capital for business owners seeking liquidity or looking to grow, scale, or restructure. Understanding the type of private equity fund, the size of the fund, and where a private equity fund is in its life cycle is important when considering a potential investment or acquisition proposal.
What is a Leveraged Buyout and How Does Debt Financing Help an Acquisition?
Is a Leveraged Buyout (LBO) a good strategy for business growth? Leveraged buyouts rely on debt and can enhance equity returns for investors and provide companies with additional access to capital for value creation. But they are not without risk. Disciplined execution is key to success.
Q3-24: M&A Activity by Financial Investors Remains Down
Acquisition activity by private equity funds influence mergers and acquisitions (M&A) across many industries, but Q3-24 volume was down 64% from the peak. What does this mean for founder-owned and private companies who want to exit in 2025?
Corporate Credit Spreads Hit 20-year Lows - Is it Time to Refinance Your Debt?
With corporate credit spreads at their narrowest level in 20-years, now is the time for CFOs and corporate finance teams to consider refinancing debt, including their corporate credit facility.
AI for Good? Exploring the Shift Toward Public Benefit Corporations
The rapid development and deployment of AI poses significant climate challenges, including high energy and water demands, as well as privacy risks from inadequate data regulation. Addressing these issues is critical to ensuring responsible AI growth. Can the Public Benefit Corporation (PBC) structure provide answers?
Dynamic Budgeting: 10 Steps to Building a Three-Statement Model
An essential tool for every CFO, learn how to build a dynamic budget model and explore the benefits of implementing the best practices of a dynamic budgeting model into your existing process. Complete primer for corporate finance executives that will help increase visibility and prioritize growth, cost savings and capital allocation opportunities.
A CFO's Guide to Credit Facility Refinancing
For CFOs, understanding the intricacies of credit facilities is essential for optimizing capital structure, ensuring liquidity, and managing cash flow efficiently. Download our in-depth playbook that considers best practices and guidance on how to negotiate the most competitive terms.