Investment Banking

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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Investment Banking

Selling Your Business with David King Podcast Episode Featuring Channing Hamlet

  Channing Hamlet has joined the Selling Your Business with David King Podcast in the latest episode “M&A Investment Banking”. In this episode, host David ...
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Investment Banking

Monthly Transaction Monitor | September 2020

In the second edition of the Monthly Transaction Monitor report, we continue to analyze deal volumes within our 6 Practice Groups on a monthly basis, ...
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Investment Banking

How to Build and Maintain Your Network During an Age of Social Distancing

  First, and foremost – We hope you, your family, friends and colleagues remain healthy during these times of great uncertainty. #COVID-19 has substantially impacted ...
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