Archive

Blockchain’s Disrupting Role in Investment Banking Blockchain technology makes it feasible to track the exchange of virtually anything (houses, money, car titles, stocks) without the necessity of relying on one single entity (i.e. a bank) to act as an intermediary. Instead of relying on a middleman, blockchains are databases (i.e. super-powered spreadsheets) that run across […]

Why EBITDA and Cash Flow Are Not Synonymous EBITDA (Earnings Before Interest, Depreciation, and Amortization) is a standard tool in assessing a company’s valuation, ever since it started to be used as an important component of an LBO strategy in order to determine how much debt a company can handle. Moreover, there are certain figures […]

Proactive Acquisitions: Facilitating Deals with Quality, Passive Owners By proactively discovering passive sellers at reasonable valuations – while working well with more traditional sources  – acquisition strategies can facilitate mid-market businesses elevate  status to a more dominant role in the industry. When searching to acquire new companies, business owners can approach listed companies or – […]

Investing in Private Equity – What You Need to Know One need only to peruse the historical data associated with private equity investing to see why investors consider it to be a worthwhile venture. When juxtaposed to other investment types (Nasdaq and the S&P 500), private equity offers the best return. In some cases, like […]

IPO’s often turn into huge successes. Google and Facebook are easy examples.  There are many solid reasons for a company to go public. Cash is an obvious one. Typically, IPOs raise between $100 million and $150 million. Going public is considered significant achievement, because a publicly traded company must adhere to strict federal regulations. This […]

Common Private Equity Strategies for Investors Private equity are assets consisting of equity securities and debt in operating companies not traded publicly on a stock exchange. A private equity investment is usually made by a private equity firm, a venture capital firm, or an investor. Each of these investors has its own goals and missions […]

Investing in Private Equity If one ponders the historical data in reference to private equity investing one can comprehend why investors consider it to be a worthwhile venture. When juxtaposed to other investment types (Nasdaq and the S&P 500), private equity offers the best return. In some circumstances, the return associated with private equity is […]

How to Avoid Failure in M&A Although one enters an M&A deal know knowing the inherent risk that the deal will sour, one may not know how often it happens. The Harvard Business Review claims that the fail rate is near 90%. Multiple studies agree that a deal is far more likely to fail than […]

A question I am most often asked by business owners is “What makes Merit Harbor Group different?” Indeed, it is a fair question to ask. After all, with the plethora of investment banks out there, what makes any of them stand out from the rest? Perhaps our biggest differentiating factor involves our process. Due to […]

CEO’s and business owners will have too much or too little of it at some point in their company’s lifecycle. How you respond to these eventualities are critical to your company’s success as well as your personal and professional development. Inherent in the management of any business, there is a dynamic interplay between cash and […]