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Case Studies
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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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.
The Art of Deal Articulation
Today’s deal world is a digital platform driven, data room-centered experience with vast amounts of information available at a moment’s
The Upside – What the Explosion in Private Debt Funds Means for Your Business
Private debt funds have come roaring into the corporate finance world and currently have $250 billion of dry powder to