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Mezzanine Funding
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Case Studies
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. […]
Other Deal Topics
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
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 or annual.
Character as Destiny; The Importance of Character Assessment in the Deal Process
The deal business is unlike others, where investors, advisors and entrepreneurs converge out of anonymity into relationships of intense intimacy.
Are you a Relationship or a Transaction – Choose Wisely
The finance world abounds with deal flow, that can be measured innumerable ways. Size, risk, multiple are just a few