Articles

Offering practical M&A guidance, this blog series insightfully covers valuation, due diligence, deal terms, and more. Valuable for executives and entrepreneurs, our articles explore the nuances and best practices from deal sourcing to integration, examining major transactions and industry trends. An essential resource for navigating M&A strategy and valuation.

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  • Investment Banking
  • Manufacturing & Distribution
  • Technology
  • Valuation
Investment Banking

Channing Hamlet, Dan Shea, Trever Acers, Carl Miller, and Thomas Lin Nominated for 2025 Deal Maker of The Year by Los Angeles Business Journal

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Investment Banking

How to Choose the Best Investment Banker for ERP SaaS Company Sales: A Founder’s Guide to Selecting the Right M&A Advisor 

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Investment Banking

Private Equity Firms Acquiring Vertical SaaS Companies in PropTech & ConTech  

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Investment Banking

AI Is Redefining Pharmaceutical Services and Unlocking Billions in New Value

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Investment Banking

How to Build a Premium Exit Strategy That Maximizes Business Value

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Life Sciences Services & Tech

The Hidden Force Behind Biotech Innovation: Why Investor Type Matters

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Investment Banking

Trever Acers Named a 2025 CEO of the Year Finalist by the San Diego Business Journal

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Investment Banking

Channing Hamlet Named A Shortlisted Nominee for the Los Angeles Times LA Executive Awards 2025

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Investment Banking

The Surge Continues: Mergers & Acquisitions Growth in U.S. Data Centers & Supply Chain Infrastructure 

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Investment Banking

Dan Shea and Thomas Lin Named 2025 Leaders of Influence by Los Angeles Business Journal

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Investment Banking

How Buyers Are Becoming Increasingly Selective in M&A During Uncertain Markets

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News

Jordi Pujol Featured in the LA Times Discussing the State of Wealth Management and Estate Planning

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