Category: Crewe Capital

Dissecting the Process of Selling a Middle-Market Company

In the first post of our three-part series on the sale process for a middle-market company, we focused on the strategic perspective, discussing how to optimize revenue, and quality of earnings given the constraints of a firm’s business model. The second post then delved into how a business needs to identify important house-cleaning actions, including accounting, financial, operational, and legal to prepare for a sale.

The next step is going to market.

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Positioning a Middle-Market Company for Sale | Strategic considerations

Strategic considerations —Part I of a three-part series. We are often asked by clients when they should begin positioning their companies for a sale or liquidity event. Many entrepreneurs have a clear view of an exit from the day they open the doors. Every strategic and operating decision is made in the context of creating value to be monetized at exit. These companies often have experienced investors and boards who have been down the road to exit before, providing invaluable advice regarding strategic focus and positioning.

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Crewe Investment Bank Hires New Head of Debt Capital Markets

Crewe’s Investment Bank (Crewe) has added two experienced executives to its ranks, enhancing the firm’s expertise and service offerings. Morgan Edwards and Paul Leck join the team as capital markets specialists.

With 25 years of industry experience, Edwards takes on the role of managing director, head of debt capital markets. Holding previous posts at Morgan Stanley, Bear Stearns and Macquarie, Edwards has closed hundreds of

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