Recently I had the opportunity to be a speaker at Aspire. Aspire (http://www.chapmanhext.com/dallas-leadership-events-aspire/) is a speaker series hosted by our affiliate Chapman Hext & Co. P.C. As part of my speech I briefly touched on the amount of excess capital available in the alternative assets space. In this case alternative assets are primarily made up […]
Simon Martin Announced as Winner of the 8th Annual Emerging Leaders Award
DALLAS, TEXAS (July 11, 2017) – The M&A Advisor announced the winners of the Emerging Leaders Awards on Thursday, June 29th. The M&A Advisor, renowned globally for its recognition of leading M&A, financing and turnaround professionals, created this event to promote mentorship and professional development amongst the emerging business leaders. White Rock Advisors is pleased […]
It’s Not All About the Rolodex
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 […]
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.
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 […]
Capital Funding Program (CFP)
Introduction CFP is a proprietary financing program available through White Rock Advisors, LLC. The program is a structure that allows new and established companies to create external capital with terms that may be more favorable than the equity and debt markets. CFP is particularly attractive in a market that is not providing sufficient liquidity to […]