Silicon Valley (and beyond!) Mergers and Acquisitions

Silicon Valley (and beyond!) Mergers and Acquisitions Blog

Capital Raising / Mergers & Acquisitions / Software-as-a-Service (SaaS)

Sizing Up a SaaS Company, Part I

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...

Exit and Succession Planning / Taxation / Wealth Planning & Management

Lower Middle Market Company Owners: 21 New Tax Law Considerations

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...

Exit and Succession Planning / Family Businesses / Private Equity / Selling a Privately Held Company

Important Information About Management Buy-Outs (MBOs)

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...

Exit and Succession Planning / Mergers & Acquisitions / Selling a Privately Held Company / Value Engineering & Enhancement

Is Your Company Even Saleable? (at Reasonable Price and Terms)

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....

Capital Raising / Exit and Succession Planning / Mergers & Acquisitions / Private Equity

Why Your Company Should Consider Private Equity Investors

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...

Exit and Succession Planning / Mergers & Acquisitions / Private Equity / Selling a Privately Held Company / Valuation / Value Engineering & Enhancement

Does Your Company Have What It Takes to Interest Private Equity Investors?

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...

Capital Raising / Early Stage Capital / Economics / Growth Equity / Private Equity

The Economics of Fast Growth and Raising Capital

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...

Exit and Succession Planning / Mergers & Acquisitions / Selling a Privately Held Company

Owners Who Passively Wait for Offers Sell for Less – The Role of Marketing in Private Company M&A

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,...

Capital Raising / Water Technology

Seawater Desalination Technology: SEEKING ACCREDITED INVESTORS

“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...

Economics / Selling a Privately Held Company / Taxation / Valuation

What Happens If Congress Eliminates the Corporate Interest Tax Deduction?

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...

Dickinson Bransford, CM&AA, Managing Director, Mid-Market Securities, LLC

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
Large firm expertise and professionalism for smaller to mid-sized companies
Team approach brings resources and broad industry experience of the firm, having completed transactions in several industries and countries