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quasi equity

Quasi Equity – The X-Factor for Great Dealmaking

Quasi Equity describes a form of capital with debt-like properties and equity-like functionality. This form of financing allows the issuer

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happiness quotient business deal

Deal Doing and the Happiness Quotient

The deal business and happiness are not terms that usually show up in the same sentence. The deal business is

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rising rates impact

Impact of Rising Rates on the Middle Market

The headlines are awash with news of interest rate increases as Fed Chairman Powell seeks to remove the proverbial punch

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acquisition financing challenges

Common Challenges of Sourcing Acquisition Financing

The search for acquisition financing is almost always an interesting, and all too often a circuitous one. Due to the

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business-success-execution

Importance of Power of Execution in Business Success

Business success depends on many things – innovation, strategic planning, customer service, sales and marketing to name just a few.

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credit channels loan options

The Upside – Cross Sourcing Credit Channels for Maximum Loan Options

The US debt markets are the envy the world over. We have breadth and depth to our markets unmatched by

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raising growth capital

The Upside – Raising Growth Capital Without Giving up Control

Growth Capital fuels forward progress for ambitious companies in scale up mode. The faster the growth curve, the more capital

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avoid deal fatigue

The Upside – How to Avoid Deal Fatigue

Middle market deals are very different than large transactions on Wall Street. They are significantly smaller and highly personalized, compared

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financial information framework

The Importance of Frameworks in Presenting Financial Information

Closing deals requires presentation of massive amounts of financial information. Certain lenders require monthly financials, others prefer quarterly

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