Investment Banking
Learn from stories, tips, and first hand experiences in investment banking.
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]
Unveiling the Art of Deal Sourcing for M&A Advisors
A guide to strategies for successfully sourcing deals [Read More]
Share Your Regional Insight in our Global M&A Fee Survey
For our seventh annual survey, we want to hear from M&A practitioners across the globe on advisory fees in their markets. [Read More]
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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Top 4 Considerations When Choosing a Virtual Data Room: What to Know Before You Invest
They’re critical to completing financial transactions, litigation and compliance — but how can you ensure you’re choosing the right one? [Read More]
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]
Due Diligence Checklists
Our due diligence checklists provide a comprehensive overview of action items to ensure you have all the right documents on hand. [Read More]
Firmex Chats with John Carvalho, President of Stone Oak Capital and Divestopedia: Part 2
From acquisition strategy to post-merger integration, expert entrepreneurial M&A advisor and educator, John Carvalho, and Firmex’s Senior Director of Marketing, Edward Stephen, talk all things buy-side in part 2 of their conversation. [Read More]
