Notes from the institutional middle market.
Research, product notes, and observations from running the venue. Written by our team and occasional contributors.

Avoid M&A Failure! 8 Factors That Can Affect Your Transaction Closing
Mergers and acquisitions (M&A) can be a powerful tool for business growth, but they also present significant challenges. In fact, an astonishing 70% of failed deals are related to due diligence. To ensure the success of your next M&A transaction, it is essential to understand the factors that can affect closing.
Thinking of selling your company? 10 reasons business owners decide to sell
Selling a business that has required time, effort, and dedication can be a difficult decision. However, there are various circumstances that lead owners to consider this option. Understanding the motivations behind a sale can help other entrepreneurs anticipate their own needs and plan for the future.
The 5 Key Attributes to Win M&A Mandates
In the competitive world of mergers and acquisitions (M&A), standing out from the crowd and earning clients’ trust is essential for success.