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Liquidity Events - Articles

June 19, 2019

Non-control Capital Offers Liquidity Option For Family-Held Companies

Many family-held businesses don't realize there are minority investors out there, says Nicholas Stone, managing director at Cyprium Partners....

By Mark Scott

April 30, 2019

Life after selling your business will never be the same

Michael Krol, head of wealth advisory at Waldron Private Wealth, discusses post-sale changes that catch many business owners off guard....

By Jayne Gest

April 12, 2019

How to manage a portfolio after selling your business

Investing is a good way to stay in the game after you’ve sold your business. But the transition from business owner to ‘investor’ can be jarring if you don’t adjust your expectations....

By Mark Scott

March 15, 2019

How to plan for a liquidity event

Whether you’re thinking about a liquidity event before you’ve launched your company, or the thought comes much later, there’s a lot to consider before you cash out....

By Mark Scott

March 14, 2019

Is a dividend recap right for you?

Greenwich Capital Group's Andrew Dickow shares his thoughts on dividend recapitalization strategy and how to find the right path to meet your needs....

By Mark Scott

November 20, 2018

Liquidity events aren’t just about money

After Arnie Burchianti sold a majority stake in Celtic Healthcare to Graham, he used the capital to supercharge his business. It grew from $30 million to more than $200 million in five years....

By Jayne Gest

August 10, 2018

Create a viable plan

Jeremy Eberlein, managing director of investment banking, offers four steps to creating a viable plan....

By Jeremy Eberlein

July 25, 2018

Two approaches to ownership change

Howard W. “Hoddy” Hanna III, chairman of Hanna Holdings Inc., has experienced ownership transfer amongst his family, and Audrey Dunning, senior vice president at CGI, facilitated the sale of the company she led. They share their perspectives on the process....

By Jayne Gest

February 16, 2018

Family matters

You need to pay special attention to the personal impact of selling a business....

By Ron Ambrogio

January 5, 2018

BNY Mellon’s Ron Ambrogio

Ron Ambrogio explores the conversations that need to take place before a company goes on the market and common oversights that can make it harder to close a deal....

By Mark Scott