Why Virtual Data Rooms are Key to Startup Fundraising

Startup founders have a lot to think about when they first enter the fundraising phase of their business. Venture capital firms and angel investors will undoubtedly want to go through a multi-step due diligence process.  While due diligence can vary widely based on the industry and what traits the investors are looking for, it is … Read more

How, When and Why to Execute a Trade Sale

A trade sale is one of the strategies commonly used when a company is looking to divest its interest in a particular asset. As the name suggests, it involves business owners finding a particular buyer to trade with. Once a trade buyer buyer is found, the controlling interest in the asset in question is handed … Read more

How to Optimize Your Vendor Due Diligence Process

Due diligence is the common term for the question and answer (Q&A) portion of a transaction, a voluntary investigation in virtually every M&A. Although there are many reasons for companies to combine (including diversification, acquisition of assets and value creation, among others) and multiple flavors of M&As, the need (and process) for due diligence remains … Read more

A Due Diligence Checklist for Venture Capitalists

Due diligence: two words that are at the heart of virtually every business dealing. In a capital-raising phase for your company, potential investors or venture capital firms no doubt want to have a pretty clear picture of your company’s assets and liabilities, both financial and otherwise. The due diligence performed by a venture capitalist (VC) … Read more

Understanding & Optimizing Trade Sales

A trade sale is one of the strategies commonly used when a company is looking to divest its interest in a particular asset. As the name suggests, it involves finding a particular buyer to trade with. Once a buyer is found, the controlling interest in the asset in question is handed over in exchange for … Read more

What Kind of Working Capital Ratio Should Investors Look For?

The working capital ratio is one of the most basic measures of a company’s liquidity, or, in other words, a company’s ability to meet its short-term financial obligations. The ratio is defined as the difference between current assets and current liabilities (it is sometimes referred to as the current ratio).         If … Read more

Simplifying M&A Due Diligence with Streamlined QA

Streamlining the Q&A Period of M&A

The business world is constantly making deals, and, of course, all of those transactions have multiple moving parts. Financial and legal details and documents must pass through intense scrutiny; facts and figures must be checked and all parties involved in the process must be able to agree on the final terms.  Being able to navigate … Read more

Understanding Forward Mergers vs. Reverse Triangular Mergers

reverse triangular mergers vs forward mergers

When it comes to the wild world of corporate mergers and acquisitions, understanding the different merger options available to companies is crucial to building a successful business strategy. So what is the difference between a forward merger, a forward triangular merger, and a reverse triangular merger? Learn about the steps, benefits, and limitations of each … Read more