By Dr. Allen Nazeri M&AMI AI Legal Redlines in M&A Are Changing the Buyer-Banker Relationship Private equity firms are increasingly using legal automation, outsourced legal review platforms, and AI-enabled contract tools to streamline the review of routine documents. Companies such as Ontra describe their platforms as AI-powered solutions for private markets, including contract automation, negotiation workflows, compliance, and legal document management. Ontra also states tha

In today’s market, business owners have more access to capital than ever before. Yet, with more options comes more confusion, especially when deciding between Private Credit vs. Private Equity. I often see founders approach this decision from the wrong angle. They focus on cost of capital, dilution, or control in isolation, rather than asking the more important question: At this stage of my business, what type of capital actually aligns with my strategy? Because the truth is,

Why the Best M&A Deals Never Hit the Market by Dr. Allen Nazeri M&AMI Rare Business Opportunities and the Myth of “Finding Deals Online” In today’s world of online marketplaces, data rooms, and listing platforms, many buyers believe they can simply “search” their way into success. Type in a few filters, sort by EBITDA, and voilà—your next acquisition appears. Unfortunately, that’s not how Rare Business Opportunities work. The truth is, the most attractive, highest-quality, a

Why Planning an Exit Is Essential: Lessons Learned from the LA Fire by Dr. Allen Nazeri DDS MBA The recent catastrophic wildfires in Los Angeles have once again demonstrated the unforgiving nature of unpredictable events. Whether in life or business, the necessity of planning ahead becomes undeniable when disaster strikes. Much like having a will ensures that loved ones are protected in the face of uncertainty, having a well-thought-out exit plan for your business safeguards

A virtual merger, also known as a ghost merger, is a modern business strategy that allows companies to collaborate and share resources without going through the legal and financial complexities of a traditional merger. This approach is increasingly popular across various industries, offering flexibility, cost efficiency, and strategic growth potential. In this article, we’ll explore what a virtual merger is, how it differs from traditional mergers, and how businesses can maxi

As the competition for investment opportunities heats up, many business owners are increasingly contemplating selling a portion of their companies to private equity (PE) firms. The infusion of capital into the market, combined with a limited number of lucrative investment opportunities, has made private equity an attractive option for business owners looking to grow, optimize, or even partially exit their businesses. This strategic move can unlock new resources, provide acce

When selling your company to private equity, negotiating an employment agreement is a critical aspect that can significantly impact your future role, compensation, and overall satisfaction. This article provides an in-depth look at the key considerations to keep in mind and the elements to watch out for during these negotiations. Understanding the Basics The Role of Employment Agreements An employment agreement is a legally binding document outlining the terms and conditions