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Episode 118 - Bringing Bay Street Expertise to Main Street M&A: A Conversation with Don Hilton

Views From the Market

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Professionalization of Lower Middle Market Advisory Services

This chapter explores the evolution of sell-side advisory services within the lower middle market, emphasizing the importance of aligning with client objectives and conducting thorough valuations. It discusses the critical role of detailed documentation and process management, particularly for clients without internal financial expertise.

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