Shane Mahmood, managing director at Allegiance Capital, shares his expertise on tax considerations and diligence approaches for sellers.
Founder and lead advisor of OpnRoad, Scott Duke, sits down with us to discuss exit planning, due diligence, and increasing cash at close.
Narbe Alexandrian, founder and CEO of Define Capital, discusses deal sourcing, initiating client conversations, and succeeding in the market.
Expert financial advisor, David Allebach, of Janney Montogomery Scott, sits down with us to discuss all things due diligence.
Expert financial advisor Dan Flaherty discusses counterparties and facilitating smooth pre- and post-merger integration.
Andrew Sherman of Seyfarth Shaw discusses the importance of ESG, its impact on valuations, and how to incorporate ESG into deal preparation.
Henry Fairpo of The Castaing Group discusses deal preparation, the benefits of using a virtual data room, and all things due diligence.
Michael Lamm discusses the value of a tech-first approach to deal-making, the importance of transaction speed, and misconceptions about the sale process.
Beacon’s managing partners discuss presale requirements, valuations in macroeconomic context, and sectors seeing increased interest.
Touchpoint by Firmex highlights the human dimension of corporate transactions, dealmaking, and the relationships behind them.
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