Blog Articles
Explore our insights on mergers, acquisitions, and corporate finance.

M&A: Tax-Free Reorganization – “B” Reorganization
When delving into the realm of Mergers and Acquisitions (M&A), one inevitably comes across the term ‘tax-free reorganization’. This is an overarching term that encompasses various forms of restructuring, including the somewhat elusive “B” reorganization. This form of reorganization holds particular appeal for many businesses due to its potential tax benefits. The primary aim of this blog post is to demystify this process, exploring its intricacies, and illuminating its implications.

Understanding M&A: Tax-Free Reorganization “F” Reorganization
In the intricate labyrinth of Mergers & Acquisitions (M&A), one of the most beneficial but often misunderstood areas is tax-free reorganizations, specifically the “F” reorganization. This type of reorganization allows businesses to undertake specific types of restructuring, without incurring tax penalties, thus preserving corporate value and shareholder wealth.

Understanding M&A: Tax-Free “E” Reorganizations
“E” reorganizations is a fundamental aspect of corporate restructuring and it is essential for business professionals to understand its processes, benefits, and potential risks.

Evaluating a Venture Fund as a Founder or Potential Employee
The key factors to consider when evaluating a venture fund from the perspective of a founder or potential employee. It provides insight into the essential elements such as the fund’s performance, the team’s expertise, the fund’s focus, and its value-add services. Venture capital (VC) is a critical component of the startup ecosystem, providing the much-needed […]

Evaluating a Venture Fund as an LP
The complexities of evaluating a venture fund as a Limited Partner (LP). It explores quantitative measures, qualitative measures, investment strategies, and the roles of other stakeholders. The article nuances the process of fund evaluation from the perspective of experienced investors, while offering practical advice to help LPs make informed decisions.

A Comparative Analysis of Different Investment Models
A detailed comparison between various investment models, namely, traditional venture capital, angel investing, venture studio, accelerator, corporate venture capital, secondary investing, non-equity investing, and fund of funds. By delving into the unique attributes, pros, cons, and distinctive features of each model, the article aims to guide potential investors in making informed decisions. The world of […]

An Expert’s Guide to Investing Instruments for Founders
The intricacies of different investing instruments such as priced equity, convertible notes, and SAFE, highlighting how they can add value to a founder’s journey. It provides insights and guidance on how to leverage these tools to fuel growth and success.

To Master in Term Sheet Negotiations
The key terms that play a pivotal role in term sheet negotiations, providing readers with expert-level insights and strategies to facilitate successful deal outcomes.

The Use of Blocker Corporations in M&A transactions
This article provides an in-depth discussion about the use of blocker corporations in transactions involving private equity (PE) buyers who include rollovers of target owner equity in leveraged buyout (LBO) transactions. Below are the key points discussed: What Are Blocker Corporations? Purpose of Blocker Corporations: Disadvantages and Considerations: Why Are Blocker Corporations Used? Questions Raised: […]
