• Middle market companies are innovation engines, quickly adapting to market trends and consumer demands, often outpacing larger corporations. They fuel economic vitality, job creation, and sustainable growth. However, they face unique challenges like limited access to capital, competition from larger firms, and complex regulatory compliance, which can hinder their full potential. Common Challenges in the […]

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  • Traditionally, sourcing new deal opportunities was a time-consuming process that relied  on personal networks, banker contacts, and internet searches. One problem? A lack of private market corporate data on a company’s financials, the leadership team, capital raise history, and private market transactions. This meant investors  were overwhelmed with research and data analysis to identify investment […]

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  • The startup world is constantly evolving, as new sectors emerge, investors and bankers are always focused on trying to identify the companies that have the ability to become “Unicorns.” Unicorns are privately held companies that have a valuation of over $1 billion, and they are often seen as the most promising and successful startups in […]

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  • In today’s dynamic business landscape, corporate teams equipped with the ability to identify, closely monitor, and analyze activity in the capital markets can provide a significant competitive advantage to companies that possess the capabilities. By leveraging real-time market data and adopting a strategic approach, these teams can not only stay informed about prevailing market conditions […]

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  • In the dynamic world of mergers and acquisitions (M&A), evaluating a company’s financials is a cornerstone activity. It involves a thorough assessment of a business or individual’s financial health before engaging in a sales transaction, merger, or acquisition. This meticulous process is instrumental in determining the potential attractiveness of a potential transaction, as it provides […]

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  • In today’s dynamic business environment, differentiation, growth and competitiveness are typically paramount goals. While traditional organic methods like launching new products and innovative marketing strategies remain important, companies are increasingly turning to inorganic methods like mergers and acquisitions (M&A) to supplement expansion or gain competitive skills. For many companies M&A is a significant or primary […]

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  • In the dynamic realms of venture capital, private equity, consulting and investment banking, the quest for quality deal flow amidst vast company databases is relentless. Amidst the whirlwind of information overload, even the most diligent teams can struggle to stay abreast of real-time developments and identify emerging trends. Enter artificial intelligence (AI), which has been […]

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  • Finding investors is one of the biggest challenges of starting and growing a business. Typically, companies will start small raising a seed round and move to increase the amount they raise with subsequent funding rounds. When entrepreneurs have an idea for a business or product, they often seek investors to fund the  development of the […]

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  • We get it, tackling due diligence during an M&A transaction is an overwhelming task, but essential for closing a successful, equitable and efficient deal. In this article, we will explore key due diligence processes that you must have and how technology and an AI deal sourcing platform are revolutionizing the process empowering dealmakers to maximize […]

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  • 2023 is now behind us, yet obtaining sufficient capital funding remains a significant challenge for startups. Although venture capital and angel investors continue to be key funding sources, the level of competition for investment has surged considerably. Startups must effectively communicate a compelling business model, showcase their market potential, and demonstrate a robust growth strategy […]

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