Privately-held company owners contemplating a corporate transaction – such as sale of the company or selling part equity to co-investors supporting further growth – should begin the process now. Market conditions are very seller-favorable....
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...
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,...
Almost invariably, private company owners say that they have had a call from someone who has expressed interest in buying the company. While the inquiry may flatter, probably every owner or majority shareholder of...
This article is written as a companion piece to the article “Be Wary of the Guy Who Says He Wants to Buy Your Company (Part 1).” It is written for private company owners/shareholders of...
There’s now a plethora of media coverage about the Fiscal Cliff and its implications and potential effects. This essay strives to distill the discussion into selected tax policy aspects that are directly pertinent to...
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