We’re Rule Breakers
When you look at Mergers and Acquisitions firms advertising their intermediary services in the lower middle market anywhere in the country, you will notice that most of them are franchisees of one of a half dozen or so national agencies. What that tells us is a half dozen guys are writing the playbook for the […]
We’re Risk Takers
Calculated risk takers, that is. We live in the real world with real expectations. Whether we are investing for our own account or in partnership with others, we understand that a good opportunity doesn’t stay on the market for long, and a great deal rarely even sees the open market. But if you’re ever going […]
We’re Market Makers
A market maker stands ready acting as a seller to all buyers and a buyer to all sellers. He knows what’s happening in his market. Who is buying, who is selling, if supply is up, if demand is down and a dozen other daily indicators. He’s up to date an all the recent transactions. We’re […]
Ever Sold a Company?
You may be the smartest guy in your industry, and you may have built a giant empire, but selling a business is not the same thing as building one. Watch what happens when Bill Gates, founder of the biggest software company in history, steps out of his area of expertise and takes on an expert […]
Understanding Liquidity
As someone who has spent their working life creating and building a successful company, you have probably accumulated significant assets. Your portfolio could include any combination of cash, real estate, stocks, bonds, annuities, insurance policies and precious metals. Some investors trade more complicated instruments like commodity futures or options. Each of these investments are a […]
Our Concept of Time
Most of our deal makers and business development people have been professional athletes, coaches and general managers. In that arena, you are only as good as your last game. A bad week or even a bad night can cost you your job… The pace of business accelerates exponentially. The slow footed get run over. When […]