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The Importance of the Engagement Letter

In the relationship between investment bank and client, the engagement letter is the most important agreement. A recent article from Axial highlights this contract and offers insight on the seven most important points to cover in any engagement letter.

The […]

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Big Data: More Convenience or Less Privacy?

A recent Internet trends update by Mary Meeker of Kleiner, Perkins, Caufield & Byers, highlighted the rapidly evolving web landscape.

We found Meeker’s analysis of Big Data Trends (slides 60 through 90) particularly interesting. Data collection uploading, sharing and analysis […]

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A View From 14,000 Feet

Earlier this month, SDR’s Chris Bouck and his son, Luke, summited two mountains towering over 14,000 feet in southwest Colorado. On consecutive days, Chris and Luke reached Handes Peak and Uncompahgre Peak. These were the 29th and 30th “14ers” […]

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2012 Plan Poll Results

Thanks again to those that participated in the survey and contributed to the production of meaningful results.

 Q1 2012 Theme – “Meeting Goals”

Based on survey results, SDR notes most of our clients and contacts years are going as planned, if […]

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A Look at the 2012 M&A Market

In a recent panel conversation hosted by AxialMarket, Steve Brown, Head of Corporate Development at Standex and Ramsey Goodrich, Managing Director at Carter Morse & Mathias, discussed the M&A market in 2012 and outlined some of their expectations.

Mr. Brown […]

Hiring Survey – Q4 2011

Thanks again to those that participated in the survey and contributed to the production of meaningful results.

 Q4 2011 Theme – “Decisive Optimism”

Based on survey results, SDR notes continued optimism amongst our clients and contacts.  Just 12 months after posting […]

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Lunch with Alan Beaulieu

The ACG Monthly Luncheon in January featured economist Alan Beaulieu of the Institute for Trend Research (ITR).  As many of you know, SDR closely follows ITR’s economic forecasting. Alan gave an excellent presentation and here are my takeaways from […]

Purchasing Managers Index on the Rise

The Purchasing Managers Index (PMI) 1/12 rate-of-change rose for the second straight month, supporting predictions of further economic growth during the second half of 2012. The -7.9% December figure is a good economic signal, particularly for US industrial production.

 

The […]

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Lower Middle Market Decade in Review

Over the past decade, the lower middle-market has been a more stable component within the larger deal flow picture. While larger deals experienced a great spike in growth and then an equally dramatic drop, deals under $250 million haven’t […]

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Technology Takes Its Share of Deal Activity in 2011

According to AxialMarket, the technology sector was the second most active through the first three quarters of 2011, making up 18 percent of the network’s transaction opportunities. Of the 2,900 companies brought to market, 522 have come out of […]

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