In a recent white paper titled “The Value of Middle Market Investment Bankers”, Michael McDonald, Assistant Professor of Finance at Fairfield University, surveyed 85 business owners who recently sold their business for between $10 and $250 million. The survey asked these business owners to rank the following services in terms of importance from 1-5, with […]
2nd Quarter M&A Deal Volume Softens but Values and Multiples Are Up
The year 2016 has been marked by many major events. The U.S. presidential election, Brexit, and many terrorist attacks have left many people wondering what will happen next. Stock and PE markets have not been immune to this tumultuous year. The following outlines how the M&A market faired in the 2nd Quarter 2016, as well […]
The Demand for Lower Middle Market Companies Drives up Multiples as the Market Softens
An article by Simon Martin To understand the rise in multiples for lower middle market companies, let’s look at this from the buyer’s side of the table. Specifically, let’s look at buyers known as Private Equity Firms. Private Equity Firms, by definition, invest in companies that are private and not publicly traded. They raise capital […]
Largest North Texas Investment Banking Firms
Named #4 by Dallas Business Journal
Aspire | The CFO Preparatory Institute 09/10/2014
Join us for the upcoming Aspire session on September 10th from 8:00 to 9:15 AM. This session will be in a new location at the Providence Towers, East Wing, Conference Room B in Dallas, Texas. In this session we will feature a panel of three trusted advisors discussing the options and tax impact of selling […]
Aspire | The CFO Preparatory Institute 09/10/2014
Join us for the upcoming Aspire session on September 10th from 8:00 to 9:15 AM. This session will be in a new location at the Providence Towers, East Wing, Conference Room B in Dallas, Texas. In this session we will feature a panel of three trusted advisors discussing the options and tax impact of selling […]
Is Now the Time to Sell Your Business?
Download the PDF version. The paper discusses valuation, the baby boomers effect, low interest rates, available capital and finally low taxes.
Aspire 2014 | The CFO Preparatory Institute
Join us for the first Aspire session of 2014! We will have a guest speaker, Keith Martino, from CMI Assessments, who will be speaking on managements style and perceptions in the workplace. If you missed the session, you can download a copy of the presentation by clicking the link below: Click here to download a […]
Taking Chips Off the Table: Options & Tax Impact
Download the PDF version. The purpose of this “White Paper” is to provide you with a general overview of the options on how you can diversify some of your personal net worth away from your Company. We have outlined the following six options, each of which will allow you to take some chips off the […]
June 3rd, 2013
Update Announcement DALLAS (2013) White Rock Advisors and its investment banking affiliate, Southwest Merchant Group, Inc. (collectively referred to as WRA) have identified a target acquisition for their client The Power Company of Texas (TPCOT) of Dallas, Texas. The target company is a retail energy provider operating in 4 of the most lucrative deregulated states. […]