An Investment Bank and Advisory Firm

How to get the top valuation for your business

One of the closely examined metrics in a transaction process is EBITDA, which stands for earnings before interest, taxes, depreciation, and amortization. EBITDA is used to measure a company’s performance....




Since 2006


Negotiations are fickle. Not only do you have to anticipate your counterparty’s remarks and arguments, you need to convince the Buyer that your ideas are the better route....

Small Business owners - stand out from the crowd

As most of us have heard over the last few years that on January 1, 2011 about 8,000 Baby Boomers (people born between 1946 – 1964) turned 65 years of age. Every day for the next 18 years, others will turn 65 at the same rate...

Learn what variables are considered into valuing the market price for your business...


Financial Planning - Keys to a Successful Transaction 

As disruption impacts small business banking, what does a great customer journey look like....

Neri Capital Partners


Experience has shown, however, that without strategic financial planning prior to the sale, an owner may not realize the highest possible net proceeds....

How precision makes you a better negotiator

"We Deliver...Transparency, Independence, & Accountability... to our Clients”

Interesting charts and tables regarding the Merger and Acquisition Capital Markets

Atlanta, Georgia



The leveraged buyout (“LBO“) has become well-practiced among private equity professionals, and is now standard industry practice as a means by which to acquire private companies.

Be prepared baby boomers.... the Tsunami is Approaching  

What is EBITDA and Why is it Important to Investors 

 Consumer & Retail

Office:  (800) 216-4819

 Transportation & Services


Excerpts from Pepperdine's 2016 Capital Market Reports

A pathway to Exit a Business

M&A Articles of interest