Insights

Category: Uncategorized

ASSET-BASED LENDING

“It’s a knick-knack, Patty Whack, give the frog a loan.” The joke illustrates a concept that even kids get: if you want to borrow money, you need to give something of value to the lender in return.

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ASSEMBLING YOUR DEAL DREAM TEAM

Selling a company or raising institutional capital is definitely a team sport. Your deal dream team won’t come together overnight, so before you plan to transact, you’ll need to hire or develop your internal leadership team and build relationships with external partners.

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STRATEGIC VS. FINANCIAL BUYERS

Bridgepoint Investment Banking recommends business owners to explore the potential deals with both types of buyers, you should understand the differences in their focus and deal process.

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DEAL SYNERGIES

The mergers and acquisitions (M&A) universe likes to toss about the phrase “deal synergies” as an indicator of how advisable or valuable a deal might be. However, not all business owners are in favor of this service.

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WHAT IS MEZZANINE FINANCING

Mezzanine financing bridges the gap by providing capital in exchange for a higher interest rate, lower annual debt service and sometimes the option to convert the debt into equity shares of the company defaults on the loan.

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‘THINGS TO CONSIDER FOR BUSINESS OWNERS AFTER A MERGER OR ACQUISITION’ – A MIDLANDS BUSINESS JOURNAL ARTICLE

Mergers and acquisitions, two very similar but very different business transitions. Mike Anderson, Managing Director at Bridgepoint Investment Bank broke down the difference in the most recent issue of the Midlands Business Journal. Anderson was asked to break down these two ideas and how companies should approach a sale, by Lee Nelson, staff writer of the Midlands Business Journal.

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WHY YOUR TRANSACTION ADVISOR SHOULD BE LICENSED

Transactions are complicated. As such, company owners engaged in M&A or capital raising transactions typically employ a full deal team of investment bankers, attorneys and CPAs to successfully execute the transaction. There are numerous financial intermediaries who act as “investment bankers” on M&A transactions (and even capital raises) without registering as a broker-dealer. As you […]

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UNDERSTANDING CAPITAL MARKET FIRMS FOR A SUCCESSFUL TRANSACTION

Many capital market firms work with companies on transactions – but figuring out the differences of each firm and their roles and services can be tricky. Major firm categories include Investment Banking, Private Equity and Venture Capital. These terms are often mistakenly used interchangeably, and understanding their differences is crucial for company owners looking to make a transaction. Use this list as a guide to finding the right type of firm for your company.

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THE BANK SAID NO MORE MONEY

For many business owners, the majority of original loans and funding will traditionally come from a bank (usually after initial funding from friends and family). As the years go on, the working capital line continues to grow with the business. But in some cases, due to a lack of hard assets or limitations at the bank due to their size, the banker needs to put a cap on the borrowing limits. So now what?

Great news: you have options. Check out the list below to learn more about different actions you can take to ensure you (and your company) receive the necessary guidance and assistance during this crucial point in time.

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5 THINGS TO CONSIDER BEFORE SELLING YOUR COMPANY

Selling a company is no easy feat. Just like running a business, the selling process can be full of ups, downs and everything in between. However, working with company owners in the sales process for over 25 years has revealed to us several key themes that owners should consider before starting the selling process. Before you take that next step, keep these five considerations in mind:

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GETTING INVOLVED IN THE BUSINESS TRANSITION PROCESS

How many times have you been caught off guard when one of the bank’s largest clients calls to give you a heads up that they are selling their business, and your mind probably goes right to the thought, “How am I going to replace this loan volume?”. Followed closely by the thought, “Wow – why didn’t the client ask for my advice or involvement in the process?”

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THE SECRET TO GETTING YOUR FINANCING OR M&A DEAL DONE

Anyone that’s been through the process of securing capital, making an acquisition or transferring ownership knows how complex, time consuming and frustrating transactions can be. There are many things that can get in the way of a deal closing, like negotiating issues, due diligence surprises, unrealistic valuation expectations, and cultural differences, among others.

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