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David Traversi David Traversi

Know, Like, and Trust

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Know, Like, and Trust.

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David Traversi David Traversi

Quality of Earnings Reports in M and A Transactions

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Quality of Earnings Reports in Sale Transactions. Traversi & Company specializes in preparing clients for the most important transaction of their lives.

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David Traversi David Traversi

The Critical Terms of a Minority Investment

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Don't Want to Sell Your Company? There's Another Alternative. How about a minority sale? Traversi & Company are experts at advising clients on the sale of a minority interest in their company.

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David Traversi David Traversi

Issues with a Minority Sale

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Don't Want to Sell Your Company? There's Another Alternative. How about a minority sale? Traversi & Company are experts at advising clients on the sale of a minority interest in their company.

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David Traversi David Traversi

Why Sell a Minority Stake?

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Don't Want to Sell Your Company? There's Another Alternative. How about a minority sale? Traversi & Company are experts at advising clients on the sale of a minority interest in their company.

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David Traversi David Traversi

Don’t Want to Sell Your Company? There’s Another Alternative

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Don't Want to Sell Your Company? There's Another Alternative. How about a minority sale? Traversi & Company are experts at advising clients on the sale of a minority interest in their company.

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David Traversi David Traversi

M&A: Confidentiality and Communication Issues in a Sell-Side Transaction

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. cares about its sell-side clients and its constituents, near and far. We work closely with clients to develop and execute the best possible communication strategy within the broader sell-side process.

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David Traversi David Traversi

M&A: Identifying Potential Buyers in a Sell-Side Transaction

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. is expert at knowing how to develop the ideal target investor list and then, importantly, accessing them in the best possible way.

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David Traversi David Traversi

M&A: Sellers Will Need a Marketing “Book” and “Teaser”

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: An average reader of a pitch deck spends between two and three minutes reviewing it, then either abandons it or follows up on it. As a company wanting to sell, that is your brief opportunity with most potential buyers. Traversi & Co. is expert at the fine art of preparing highly effective sell-side marketing materials that maximize your chances with prospective buyers.

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David Traversi David Traversi

M&A: Prepare a Data Room

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: handled incorrectly, the due diligence process can overwhelm a transaction. Traversi & Co. is expert at meeting the needs of the transaction without overwhelming its clients.

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David Traversi David Traversi

M&A: Prepare a Financial Presentation

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. guides its sell-side clients to the optimal financial presentation - accurate, insightful, not too much, not too little, and nothing confusing.

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David Traversi David Traversi

M&A: Prepare Solid Books and Records

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. guides its clients to preparing books and records that will enhance, not detract, from their enterprise value.

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David Traversi David Traversi

M&A: What Type of Buyer Is Your Target?

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Targeting the correct set of buyer is critical in executing a successful company sale. For its sell-side clients, Traversi & Co. is expert at identifying and qualifying the best possible pool of potential buyers - strategic or financial - and then accessing them with the ideal message.

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David Traversi David Traversi

M&A: The Role of Growth in Valuing a Private Company

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. are, first and foremost, growth experts. How to achieve and how to capitalize on this most precious of conditions.

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David Traversi David Traversi

M&A: Comparable Company Valuation Method

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. - with decades of experience valuing companies across industry - is expert at identifying and applying the comparable company principle to the benefit of its clients.

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David Traversi David Traversi

M&A: Recurring Revenue Multiple Valuation Method

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. knows the industries - Software-as-a-Service being a leading example - in which companies are valued on a multiple of recurring revenues.

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David Traversi David Traversi

Multiple of EBITDA: The Most Common Private Company Valuation Approach

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Although it sounds simple - multiply the seller's EBITDA by a multiple to arrive at the sale price - calculating those two variables can be complex and complicated. Traversi & Co. is expert at guiding our sell-side clients to their best valuation results.

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