How Do I Find an Investment Bank That Specializes in Family-Owned Businesses?

How Do I Find an Investment Bank That Specializes in Family-Owned Businesses?

For many founders and family-owned businesses, a sale, recapitalization, or other liquidity event for their company is one of the most significant decisions they will ever make.

Before hiring an investment bank to help guide your process, make sure you review these key considerations.

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Navigating the M&A Process: Key Steps to Closing the Sale of Your Business

Navigating the M&A Process: Key Steps to Closing the Sale of Your Business

The closing phase of a business sale is one of the most underestimated stages in the M&A process. Executive leadership and M&A advisors work diligently to ensure a smooth, timely close by managing key stakeholders and verifying legal and financial conditions. This helps sellers minimize liability and achieve an optimal outcome.

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Q1-25: M&A Activity Stalling Amid Market Uncertainty
Mergers and Acquisitions, Market Analysis Adrienne Penake Mergers and Acquisitions, Market Analysis Adrienne Penake

Q1-25: M&A Activity Stalling Amid Market Uncertainty

M&A activity showed signs of recovery in late 2024, but market uncertainty in early 2025 has stalled deal momentum. Despite declining borrowing costs and a record $2.6 trillion in private equity dry powder, investor hesitation has grown due to unpredictable trade and economic policies. Companies considering a sale should focus on financial preparedness and operational efficiencies to position themselves for success when dealmaking accelerates.

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Top 5 Reasons You Should Hire a Generalist Investment Banker
Industry Expertise Travis Borden Industry Expertise Travis Borden

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.

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