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You are here: Home / Archives for Ideas and Options

Boomers – Exit Stage Left!

May 21, 2021 by admin

It should come as no surprise that the lingering effects of the COVID-19 pandemic, and the unprecedented levels of stress and uncertainty took its toll on business owners.  Recent surveys by BMO Capital Markets have suggested that approximately 50% of those businesses are owned by Baby Boomers, with over 70% that do not have a […]

Filed Under: Ideas and Options

The Pension Fund Crisis and Private Equity

March 5, 2018 by admin

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 […]

Filed Under: Ideas and Options

Simon Martin Announced as Winner of the 8th Annual Emerging Leaders Award

July 10, 2017 by admin

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 […]

Filed Under: Ideas and Options

It’s Not All About the Rolodex

May 30, 2017 by admin

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 […]

Filed Under: Ideas and Options

2nd Quarter M&A Deal Volume Softens but Values and Multiples Are Up

August 15, 2016 by admin

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 […]

Filed Under: Ideas and Options

The Demand for Lower Middle Market Companies Drives up Multiples as the Market Softens

February 4, 2016 by admin

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 […]

Filed Under: Ideas and Options

Is Now the Time to Sell Your Business?

June 2, 2014 by admin

Download the PDF version. The paper discusses valuation, the baby boomers effect, low interest rates, available capital and finally low taxes.

Filed Under: Ideas and Options

Taking Chips Off the Table: Options & Tax Impact

September 22, 2013 by admin

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 […]

Filed Under: Ideas and Options

Capital Funding Program (CFP)

September 26, 2012 by admin

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 […]

Filed Under: Ideas and Options

Ideas & Options

Boomers – Exit Stage Left!

The Pension Fund Crisis and Private Equity

Simon Martin Announced as Winner of the 8th Annual Emerging Leaders Award

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White Rock Advisors, LLC is now White Rock Associates, LLC (“WRA”).  Recently the Securities and Exchange Commission adopted a new rule under the Securities Exchange Act of 1934, establishing a standard of conduct for broker-dealers (“Regulation Best Interest”).  Among other rule changes, Regulation Best Interest set forth that the use of the term ‘advisor’ in a name by a broker-dealer that is not also a registered investment adviser is prohibited.  WRA specializes in mergers and acquisitions and corporate finance for privately held businesses.  WRA does not provide investment advice to individual retail customers.  As such WRA is not a registered investment advisor and therefore had to … Read More

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