Public Investment Bankers refers to practitioners that work in bulge bracket firms such as Goldman Sachs, Credit Suisse, Morgan Stanley, etc. They provide advice on transactions in the upper middle market and in the public markets. The ability to raise capital, deal size and complexity distinguishes Public Investment Bankers from Private...
The middle market represent one-third of private sector GDP and employ approximately 25% of the total labor force. Yet, it is estimated 70% of mid market businesses can never be sold. Michael Nall, Founder of the AM&AA, provides his insight on this concerning statistic.
Deciding to Sell
Upper Middle Market
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Noah Rosenfarb, CPA/ABV/PFS has devoted his career to advising business owners on all things related to money. He is a Personal CFO and Holistic Wealth Coach at Freedom Business Advisors, which provides middle market business owners guidance on how to successfully transition out of the management and or ownership of their company. Mr. Rosenfarb is the author of EXIT: Healthy, Wealthy and Wise and co-hosts the Divestopedia podcast where he is both a contributor and Advisory Board member.
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Many of life's failures are people who did not realize how close they were to success when they gave up.
- Thomas A. Edison
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