Transaction & Capital Education
Practical guidance for CEOs, CFOs, founders, and owners preparing to raise capital, pursue an acquisition, refinance debt, recapitalize the business, or evaluate a strategic sale.
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5 articles
Transaction & Capital Education
18 min readHow a Capital-Raising Process Works From Preparation to Closing
What companies and fund managers should expect during a structured capital raise, from defining the transaction and preparing materials through investor outreach, diligence, negotiation, and closing.
Transaction & Capital Education
22 min readWhat Happens During a Sell-Side M&A Process?
What founders, CEOs, and owners should expect when an investment bank markets a company to strategic buyers and private equity firms.
Transaction & Capital Education
13 min readSenior Debt, Private Credit, or Equity: Choosing the Right Capital for Your Company
What lower-middle-market founders, CEOs, and owners should understand when choosing between senior secured debt, private credit, and equity financing.
Transaction & Capital Education
22 min readEnterprise Value vs. Equity Value: What Owners Actually Receive in a Transaction
How enterprise value, debt, cash, working capital, transaction expenses, rollover equity, and other adjustments determine what shareholders ultimately receive.
Transaction & Capital Education
18 min readCIM, Pitch Book, PPM, Teaser, and Data Room: What Each Transaction Document Is For
How teasers, CIMs, pitch books, PPMs, and data rooms are used during company sales, capital raises, and private fundraisings.