Category: <span>Blog</span>

The pros and cons of the SBEA
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The pros and cons of the SBEA

By Bradley S. Buttermore Managing Director and Chief Financial Officer The recent passage of the Small Business Efficiency Act (SBEA) brings both pros and cons to the Professional Employer Organization (PEO) industry. The bill, signed by President Obama in December 2014, recognizes PEOs under federal tax law and will establish a set of rules for...

On June 2, 2015August 20, 2018by
Indian companies view Mexico as fertile expansion ground
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Indian companies view Mexico as fertile expansion ground

By C. Antoine Marchand Practice Leader – Mexico Companies domiciled in India have become some of the most energetic players in a developing Mexican mergers and acquisitions scene. Indian businesses involved in producing food ingredients and specialty chemicals have been some of the most dynamic acquirers of Mexican companies, but other sectors are of interest...

On March 19, 2015August 20, 2018by
New leadership to build on Capital Alliance’s long-term success
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New leadership to build on Capital Alliance’s long-term success

Capital Alliance will continue to bring global investment opportunities to the North American marketplace as the Dallas investment banking firm’s leadership transitions from the company’s founder to a three-member leadership team. “We are tremendously grateful that we have an opportunity to build on the company’s 38-year reputation for excellence in private investment banking,” said Bryan...

On March 10, 2015March 12, 2019by
Paul Puri named a mover-and-shaker in energy industry
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Paul Puri named a mover-and-shaker in energy industry

By Edward J. Dawson Chairman, President and CEO A lot has changed in the energy industry over the last decade. Hydraulic fracturing, horizontal drilling, renewable energy sources and much more have shifted the global energy equation dramatically. All the forces at work in the marketplace, the new technologies, the emerging trends – it’s a lot...

On December 12, 2014August 20, 2018by
Time preparing to sell a company is time well spent
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Time preparing to sell a company is time well spent

By Bryan Livingston Executive Vice President and Principal For business owners or major investors, the time to start thinking about selling a company should be long before the day that you take the company to market. If maximizing the value of the business is important, and it usually is, then the time to start thinking...

On December 8, 2014August 20, 2018by
Favorable deals can cross borders and seas
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Favorable deals can cross borders and seas

By Bradley S. Buttermore Senior Vice President, Principal and CFO Favorable mergers or acquisitions usually aren’t found right around the corner. In fact, some of the best deals in today’s global economy can originate on the other side of a border or on the other side of the world, for that matter. The key for...

On November 17, 2014August 20, 2018by
Energy firms eye their balance sheets as prices plummet
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Energy firms eye their balance sheets as prices plummet

Energy companies are keeping one eye on their balance sheets and the other on falling oil prices these days. Since June the average price has fallen from about $107 a barrel to a recent low of $82. Of course, a lower price means there’s less breathing room on the balance sheet to cover costs and...

On November 5, 2014March 12, 2019by
What’s really behind reshoring?
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What’s really behind reshoring?

By Bryan Livingston Executive Vice President and Principal When someone mentions reshoring – the return of offshored manufacturing activity to the US from abroad – the primary cause that first comes to mind is the narrowing of the wage gap between China and the U.S. While an important factor, the steady narrowing of wage differences...

On October 10, 2014August 20, 2018by
A triple play!  And something for small to mid-size oil & gas services operators to think about?
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A triple play! And something for small to mid-size oil & gas services operators to think about?

By Bryan Livingston Executive Vice President and Principal It’s no secret that the domestic energy sector – especially drilling and production service firms serving the unconventional energy industry – has been booming for some time now. A recent triple play M&A deal of energy service firms might indicate that the segment has turned the page...

On September 16, 2014January 9, 2019by
Appropriate behavior during business negotiations: should you lie, deceive or bluff?
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Appropriate behavior during business negotiations: should you lie, deceive or bluff?

By Edward J. Dawson Chairman, President and CEO A key aspect of this discussion is the concept of communication platforms. Each participant in a business negotiation interacts with the other parties from a communication platform. These platforms vary and represent the ethical foundation a person brings to the negotiation. Appropriate behavior during business negotiations: should...

On July 17, 2014August 20, 2018by