Library
INVESTOR SUPPORT
The Case of the Slipping Shipping
Does it surprise you how inventive entrepreneurs are when problems arise? Here’s one that struck our fancy. We call it More >
Perspectives on Private Investments & Crowdfunding
The following briefly reviews the history of securities exchanges, the establishment of the first U.S. federal securities law, touches on More >
First Principles (#2): What Opportunity is being pursued?
Consistency is critical in our business. When it comes to investment analysis, this “First Principle” – “What primary business opportunity More >
INDUSTRY TRENDS
Articles of Innovation: Biomimicry as a Cure
By adopting a basic set of nature-informed rules as common practice, business owners can thrive to an even greater degree More >
What does it mean for longer-term investors?
As an investment banker for 36 years now, I’ve observed a significant number of world events during my career. I’ve More >
Breaking News from the SBA: EIDL Program Expansion!
The CARES Act passed in 2020 as a source of relief through liquidity for small businesses or individuals and More >
COMPANY ANALYSIS
Why Do Companies Use Debt Financing?
The following outlines the major reasons why businesses may choose to use debt financing over issuing equity when capital is More >
One Person Can’t Do It All
History is replete with famous, even eccentric, successful entrepreneurs. But the great ones also had the capacity to motivate others More >
Liars Aren’t Trustworthy — Surprise!
Our parent company has decades of experience structuring private credit for investors, so we sourced a few suggestions for those More >
SECURITIES EXPLAINED
Debt Investment Overview
The information below provides an overview of debt-related investment, in particular Private Placement Offerings. Debt financing is raised by companies More >
What Securities Laws and Regulations Govern Private Placements?
The Federal government, and its regulatory agencies, are hard at work protecting investors. Here’s a More >
Forms of Lending
The following defines the different types of loans. More >