News & Views
Capital Markets Thoughts and Guidance
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WE ARE TALKING ABOUT PROCESS, CAPITAL PROCESS: Summed with 4 Steps that Increase Valuations & Success
November 15, 2022 Given tight capital market conditions, it has become more important than ever for all types of Capital Seekers including Venture Capital Companies, Lower and Middle Companies whether family or institutionally... Read More -
VENTURE CAPITAL DIVERSE TRANSACTION SOURCING / Help Needed!?
November 14, 2022 Venture Capital Providers including Funds and Family Offices are typically searching for the “best” opportunities. “Best” opportunity is often in the eye of the beholder when companies are venture companies... Read More -
DEER ISLE: Insights, Flows & Investment Trends
November 14, 2022 Are you or one of your portfolio companies (or potential referrals) waiting for capital market conditions to improve before launching or continuing capital sourcing? We are hearing that many capital... Read More -
CAPITAL SOURCNG MISTAKES TO AVOID IN CURRENT MARKET CONDITIONS: 3 Common Mistakes That Lower Valuations/Reduce Success
October 27, 2022 Capital market conditions have significantly changed since the beginning of the year, and it is more important than ever for Capital Seekers to use best practices when they are sourcing... Read More -
KNOW WHERE YOU STAND: Capital Sourcing Peer Group Analysis & Benchmarking
May 18, 2022 By Richard Miller Understanding the competitive environment is a key component of developing a successful strategy when a company is undertaking a new line of business or launching a new... Read More -
FAMILY BUSINESS – SALE OR CAPITAL: 5 Steps to Highest Valuation
May 17, 2022 For family businesses to attract capital with the best terms, they must be prepared to interact with Capital Providers in an institutional manner. This means that a family business owner... Read More -
DEER ISLE: Insights, Flows & Investment Trends (May 2022)
May 17, 2022 Inflation/Trucking: New truckers are entering the system, so pricing should come down. According to a trucking logistics company, spot prices for semi loads have risen as high as 2x historical prices,... Read More -
ENGAGE CAPITAL PROVIDERS: Build Virtual Relationships Leading to Successful Capital Sourcing
April 23, 2022 A key component of successful capital sourcing is engaging with capital providers with the right message, through the right medium, at the right time. Capital Providers are doing a growing... Read More -
7 STEPS & TIMELINE: Institutional Capital Success!
April 23, 2022 Institutional Capital steps and timeline are complex since they are based upon the fact that the institutional Capital Provider will usually make investment decisions based upon multiple factors. The goal... Read More -
DEER ISLE: Insights, Flows & Investment Trends (April 2022)
April 22, 2022 NFTs: NFTs continue to go mainstream – the British Museum now has an NFT pop-up store! ESG: Large global insurance company has $1 to 2B to invest into Global ESG Infrastructure... Read More -
INSTITUTIONAL CAPITAL: Nirvana or Not? Benefits & Challenges
March 14, 2022 Capital sourcing from institutional capital providers/investors is usually a complex process with its own unique benefits and challenges. Definition: Institutional capital providers/investors (defined to include family offices, wealth advisors, funds, endowments,... Read More -
MAXIMIZE VALUATION: Drivers of Capital Sourcing Success
March 14, 2022 Every company is different, and valuations can vary based on a company’s strengths and weaknesses, industry or sector conditions, and other factors. The right preparation can help capital seekers understand... Read More
