Leveraged Buyout (LBO) Primer
A leveraged buyout (LBO) is a corporate acquisition where the buyer (typically a private equity firm or family office) finances the majority of the purchase price through a combination of debt and equity. The goal is to grow the company's revenue and EBITDA, reduce the debt load, and exit within three to five years.
The First 100 Days as a CFO
A CFO's Roadmap to Strategic Impact
The first 100 days in the CFO seat represent a decisive inflection point — the period where credibility is either firmly established or quietly undermined. Master your first 100 days as CFO to build credibility, establish control, and create long-term value.
Top 5 Reasons You Should Hire a Generalist Investment Banker
Hiring a generalist investment banker instead of an industry specialist investment banker might be the best decision you could make to ensure a successful business sale or capital raise. Generalist investment banking advisory firms bring broad transaction experience, offer creative deal strategies, and have access to a wide network of buyers, investors and partners.
Top 10 Strategies to Generate Private Equity-like Returns
Private equity firms have a proven track record of delivering strong returns to investors and outperforming broader equity markets. But how do they do it? Check out our Top 10 Strategies for Founders, CEOs, and CFOs at private companies to drive stronger growth and value creation for their own shareholders.
What is a Corporate Social Investment Strategy?
Corporate Social Investment (CSI) refers to the practice of allocating a company's resources—whether in the form of cash, services, products, or employee time—toward social, environmental, and community initiatives that align with its business goals. We dive into the benefits of implementing CSI for your business.
Navigating the Market During the Covid—19 Crisis and Beyond
Blog post by Founder and President, Travis Borden
Find out what strategies publicly traded companies are pursuing in the face of market disruption, which ones they might turn to if the downturn is protracted and what they might do once the recovery gets underway.
Capture Value with a Winning M&A Pipeline
An effective M&A pipeline is an important component of many companies' growth strategy. Over the past few years of advising companies and private equity firms, we have compiled a list of best practices and useful, customizable resources.
What You Need to Know about Selling a Private Company
Frequently Asked Questions (FAQ) about selling a private company.
We receive many questions from private, founder- and family-owned companies across a broad range of industries about the corporate sale process. Here we provide answers to those frequently asked questions.