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Transaction Insight

Our investment banking team shares insight into the current mergers and acquisitions market, including buy- or sell-side expertise, financing or strategic advisory, and more. Start exploring them now!


Using a 13-Week Cash Flow Forecast in Uncertain Times

Business disruptions like the COVID-19 pandemic, supply chain issues, or economic uncertainty can happen at any given moment, and a concern that often arises for business owners is how to continue to properly manage their cash flow during uncertain times.


Thinking of Selling Your Business Soon? Here Are Some Key Buyer Considerations

Deciding if it’s the right time to sell your business is never an easy decision to make, but is a consideration to always keep top of mind should an unexpected opportunity arise.


Do’s and Don’ts Once a Letter of Intent is Signed

When it comes to the merger or acquisition of your business, the letter of intent (LOI) plays a critical role in the success of the overall transaction. Although LOIs provide a framework of the deal, it does not mean it is a closed agreement once signed, and internal and external factors can often derail the M&A process.


What Increases to Capital Gains Tax Could Mean for Your Business Sale

With a new administration at the helm in the Oval Office, business owners contemplating selling their business in the near future will need to consider the impact of President Biden’s proposed increases to the capital gains tax before making any moves.


Exploring the Many Facets of an ESOP

Like many business owners, you want to retire someday. In addition, just about every business is looking for ways to improve employee engagement and retention. One ambitious and somewhat complex way to plan ahead, while also adding a benefit to employees, is by offering an employee stock ownership plan (ESOP). Establish a Trust An ESOP is a type of employee benefit plan, similar in many ways to a profit-sharing plan. To set up an ESOP, a company establishes a trust fund and contributes either new shares of its own stock or money to buy existing shares. The shares in the trust are ...