Blog Articles
Explore our insights on mergers, acquisitions, and corporate finance.
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. The “F” reorganization, defined under section 368(a)(1)(F) […]

Understanding M&A: Tax-Free “E” Reorganizations
Summary: “E” reorganizations is a fundamental aspect of corporate restructuring and it is essential for business professionals to understand its processes, benefits, and potential risks. — Mergers and Acquisitions (M&A) are a common part of the business landscape, providing companies with opportunities to expand their reach, diversify their offerings, and enhance their competitive advantage. Among […]


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. As an LP considering an […]


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. Investing in a startup is more than just the exchange of capital for equity. It’s […]


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. A term sheet forms the foundation of most entrepreneurial ventures and investment deals. It outlines the basic terms and conditions of an investment and, if negotiated well, can create a win-win […]


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: […]


Identifying Your Startup’s Target Customer
To accurately identifying the target customer for your startup. It emphasizes the importance of understanding your customer profile, conducting market research, and analyzing customer behavior patterns to ensure the success of your startup. In the realm of startups, one of the most significant steps to ensuring your venture’s success is identifying your target customer. Understanding […]
