Modern IB SampleThe supply of privately-owned, family-backed or well-performing businesses in the United States is grossly outnumbered by the demand for such assets. This dry powder, in combination with the fragmentation of lower middle and middle market buyer types, has caused complications for investment bankers and M&A advisors who sit squarely in the middle of the dealmaking process.

In this white paper, we will summarize the technology and productivity best practices that modern day investment bankers and intermediaries follow as a means of managing this ever-changing market. We will also examine the ways these tips and tools increase access to the growing volume of players, impact overall efficiency, and promote more thoughtful deal process.

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