Investment Banking

Navigating Investment Risk In Equity Investments
Investment Banking

Navigating Investment Risks: An Analytical Approach to Impairment Considerations in Equity Investments

In the intricate field of venture investing, managing portfolio performance with accurate financial reporting requires constant vigilance. However, amid the complexity, a pragmatic, trigger-based system ...
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Investment Banking

“Importance of Forecasting” | Risk Management Show Podcast Featuring Jordi Pujol

Jordi Pujol recently joined an episode of the Risk Management Show Podcast as a guest expert. In this episode “Importance of Forecasting and How Companies ...
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Full Value Sale
Investment Banking

The Art of a Full Value Sale: Highlighting a Company’s True Value Beyond Common Metrics

The journey of a successful business sale is akin to navigating a complex maze; a process requiring a clear understanding of critical value drivers and ...
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Business Valuation
Investment Banking

Valuing Your Business for Estate Planning and Gift Purposes

Proper estate planning helps you maintain and deploy your wealth by protecting your assets and has the ability to significantly minimize estate taxes. This is ...
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Financial Acquirers
Investment Banking

The Difference Between Strategic and Financial Acquirers

How to Build A List of High-Fit Business Buyers & Acquirers When owners decide to sell their company, one of the first things they consider ...
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Business Growth
Investment Banking

What is Your ‘Why’​ in Seeking a Transaction for Growth or Exit?

Know Your Why Recently, I met with a life science entrepreneur and business owner who “wanted” to do a deal but could not clearly explain ...
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Selling Your Company
Investment Banking

Selling Your Company: How to Respond to An Unsolicited Offer to Buy Your Business

You received an inquiry or offer to buy your company – now what? An unsolicited acquisition offer for your business can come as a surprise. ...
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repricing stock option grants
Investment Banking

5 Considerations For Repricing Stock Option Grants

Stock options are a critical tool for attracting and retaining top talent in today’s competitive business environment. They provide employees with the opportunity to participate ...
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don't leave money on the table
Investment Banking

Selling a Business? Learn How to Not Leave Money On The Table

Over the years, I’ve observed that many business owners we have worked with are not fully prepared for a premium exit (i.e they leave money ...
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Investment Banking

The Deal Scout With Josh Wilson Podcast Episode Featuring Channing Hamlet

  Channing Hamlet has joined The Deal Scout Podcast with Josh Wilson in the latest episode “What is Investment Banking”. In this episode, host Josh ...
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