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Firmex Chats with Shane Mahmood of Allegiance Capital

Shane Mahmood, managing director at Allegiance Capital, shares his expertise on tax considerations and diligence approaches for sellers. [Read More]

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Firmex Chats with Scott Duke of OpnRoad

Founder and lead advisor of OpnRoad, Scott Duke, sits down with us to discuss exit planning, due diligence, and increasing cash at close. [Read More]


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Firmex Chats with Narbe Alexandrian of Define Capital

Founder and CEO, Narbe Alexandrian of Define Capital, sits down with us to discuss deal sourcing, initiating conversations with clients, and achieving success in the market [Read More]

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Firmex Chats with David Allebach of Janney

Expert financial advisor, David Allebach, of Janney Montogomery Scott, sits down with us to discuss all things due diligence. [Read More]



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Firmex Chats with Dan Flaherty of Janney

Expert financial advisor, Dan Flaherty, of Janney Montogomery Scott, sits down with us to discuss getting to know your counterparties, best practices when doing so, and facilitating smooth pre- and post-merger integration. [Read More]

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Firmex Chats with Andrew Sherman of Seyfarth Shaw

Andrew Sherman of Seyfarth Shaw sits down with us to discuss the importance of ESG, its impact on valuations, and how to incorporate ESG into deal preparation. [Read More]


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Firmex Chats with Henry Fairpo of The Castaing Group

Henry Fairpo of The Castaing Group sits down with us to discuss deal preparation, the benefits of using a virtual data room, and all things due diligence. [Read More]

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Firmex Chats With Michael Lamm of Corporate Advisory Solutions

Michael Lamm of Corporate Advisory Solutions sits down with us to discuss the value of taking a tech-first approach when deal-making, the importance of speed during transactions, and misconceptions about the sale process. [Read More]