Intro To Private Company Valuation

This guide explains how private company valuation works in M&A deals.

Financial Intermediaries in M&A

This guide explains what financial intermediaries are in M&A deals. We cover what intermediaries do, different types of intermediaries, and explain the rationale behind using an intermediary in an M&A deal.

Confidential Information Memorandum (CIM)

This guide explains what confidential information memorandums (CIMs) are in mergers and acquisitions and their place in the M&A process.

Capital Stack Quick Guide

This guide explains what the capital stack is and the rationale behind making decisions about a business’ capital structure. Additionally, we’ll look at how a business’ capital stack is influenced by the lifecycle stage the business is currently in.

Preferred Stock

This guide explains what preferred stock is and is designed to give you a better understanding of this type of equity investment. This guide also looks at the different classifications of preferred stock.

How To Write A Teaser

This guide is designed to walk a seller through the process of writing a teaser. A teaser is an important document in M&A transactions and will be the “first look” that potential buyers get at your business.

How Strategic Buyers Search For M&A Deals

This guide explains the process that an acquiring company (strategic buyer) would follow in their search for businesses to buy.