The Benefits of Hiring a ‘Fractional CFO’ for Your Transaction Process

In the lower-middle market, it is common for sellers to enter the sale process without a CFO or accounting advisor. Investment bankers are likely involved, but their focus is to facilitate the transaction and market the company. Further, most sellers understand every detail of the operational side of their business, but often struggle with the […]

Key Considerations When Making an Add-on Acquisition

You have put a best-in-class management team in place, updated your systems & processes to support growth, and established the right company culture. Now you are ready to take your business or investment to the next level by making add-on acquisitions. Private equity firms and strategic buyers see more investment pitches and potential targets than […]