Private Capital Markets Luncheon

(Prestonwood Country Club, Dallas, TX) – “2018 was a strong year for the market as a whole. Deal activity in the middle market saw an increase of about 15 percent in both volume and value from 2017. The outlook for economic activity and mergers and acquisitions for 2019 is strong, but there are warning signs

Take the Money or Run?

Take the Money or Run? I regularly have conversations with entrepreneurs and shareholders who are thinking about raising capital or selling their company.  Some of these entrepreneurs are very sophisticated business people who understand business and finance. But, I also have conversations with founders who are new to the world of finance and harbor a

$1.9T: The Total of 2015 M&A Deals and Current Corporate Cash

In its latest newsletter, Pitchbook reports that there M&A transactions totaled $1.9 trillion. (Subscription required for full report). Although there was a dip in activity in the fourth quarter, the year’s total was still 21% higher than the sum of deals in 2014. Corporate Cash Coincidentally, an equal amount of corporate cash is still sitting