There are numerous unit economic and financial measures investors apply to Software-as-a-Service (SaaS) businesses. This article has two purposes: Provide an informative and fairly comprehensive reference to the more common unit economic measures in...
While news stories cover aspects of the new Tax Cuts and Jobs Act applicable to the general population, the purpose of this article is to focus apolitically on selected areas of direct importance to...
Sometimes privately-held company owners envision transitioning ownership and management responsibility to experienced employees. It is considered a reward for the good managers who helped build the owners’ success, and a comfort, knowing that the...
Many owner-operators of small to mid-sized established companies take a “someday I’ll” approach to the idea of divesting their interest in the business, meanwhile contentedly dealing with the comfortable, day-to-day routines of running it....
Approximately 28% of American middle market companies are wholly or partly owned by private equity investors. The National Center for the Middle Market defines “middle market” as the 200,000 U.S. companies that generate between...
Daily, I am contacted by at least one private equity (PE) investor seeking deal flow. What sort of companies do they seek? Below is a good, generic example of a middle market private equity...
The March 1, 2017 IPO of NYSE: SNAP, a company with less than $500 million in revenues, and which lost $47 million last year, exceeded expectations so handily that it closed its first trading...
It’s a fact that all business owners eventually leave their business – hopefully, vertically – and hopefully profitably from the benefits of a pre-planned exit properly conducted through a merger & acquisition process (or,...
“The Big Short” movie concludes with “Michael Burry is focusing all of his trading on one commodity: Water.” If you neither saw the movie nor read Michael Lewis’s book of the same name, Burry...
Once again, the U.S. is rife with political uncertainty about taxation – a condition the business community abhors. This political season we are hearing many ideas and proposals from both parties that could have...
We provide companies strategic and financial solutions to support their growth goals, address challenges to the business and/or facilitate owners’ personal financial goal of maximizing the company’s value and achieving liquidity – either now or in the future
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