March 28, 2022

Acquisition Financing: What Are the Best Ways to Finance an Acquisition?

We see our fill of requests and opportunities for needs in acquisition financing. The capital needs range across the spectrum (i.e. debt, equity, mezzanine and everything conceivably […]
March 20, 2022

Private Equity Due Diligence: Process & Timing of M&A Due Diligence

Due diligence is sometimes referred to as a full proctological exam and rightfully so. It is more than a buyer’s attempt to confirm the stated valuation […]
February 25, 2022

Stock Sale: Pros & Cons of a Corporate Stock Sale

A 100% stock sale of a C-corporation is one of the most popular options for divesting a business and also one of the easiest to perform. […]
February 25, 2022

Spin-off vs. Split-off vs. Split-up: Avoiding Tax & Risk in Acquisitions

There are numerous strategies for creating entity structures to protect from tax and risk when selling C-corp businesses and their assets. Here we discuss three: spin-offs, […]
February 21, 2022

Deal Origination: Difficulties in Private Equity Deal Sourcing & How to Improve

Those in the financial sector who work at buying, selling and investing in private equity at various stages of companies will all tell you the same […]
February 16, 2022

The Differences Between Idiosyncratic Risk vs. Systematic Risk

When it comes to investing, there are two sides of every coin. On one side, you have the possibility of a return. On the other side, […]
February 15, 2022

How to Choose a Private Equity Firm

If you’re looking to take on an outside investment for your business or startup, you’re probably feeling overwhelmed, stressed, confused, and even a little anxious. You […]
February 10, 2022

The Pros and Cons of Using a Robo-Advisor

The worlds of investing and wealth-building are constantly evolving. Technology infuses its innovative tentacles into every crevice of the industry. And though challenges and concerns do […]
February 8, 2022

The Top Features to Look for in a Robo-Advisor

Robo-advisors are all the rage today, but that doesn’t necessarily mean they’re here today and gone tomorrow. While they’ve just recently exploded into the mainstream, sophisticated […]
February 4, 2022

Personal Capital Review 2022: Pros, Cons, and Features

In a world of Robinhoods, Acorns, and dozens of other online DIY investing and personal finance applications on the web, there’s one platform that often gets […]