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How Transaction Tombstones Win M&A Advisory Mandates

Tombstones are created and displayed frequently today but they often miss the five key objectives discussed here.

Buy it, Build it or Buying to Build

Four considerations for buying a software solution versus building an in-house solution to meet your firm’s long-term needs.

6 Considerations for NOT Using Excel as a Deal or Experience Database

Spreadsheets often serve as an experience database for law firms, investment banks, and advisory firms but using these considerations you can determine what is the preferred method for your company.

Top Six Miscues Law Firms Make When Creating Pitch Decks

Avoiding Pitchly’s six pitch deck mistakes will allow you to present a more concise and ultimately more influential story.

Overcoming Four Key Barriers to Effective Data Management

Creating effective data collection and management

A Winning Formula for Proposals and Increasing Revenue

Create compelling proposals with a real-time connection to your data

8 Reasons Why Excel is a Poor Choice for a Law Firm Experience Database

Eight reason to upgrade from Excel to manage your experience database

Six Mistakes Investment Banks Make Creating M&A Pitch Presentations

Avoiding Pitchly’s six pitch deck mistakes will allow you to present a more concise and ultimately more influential story.

5 Things a Proposed M&A Fee Structure Signals to Shareholders

Each fee structure signals five things to shareholders. You would be wise to consider each of these components next time you price a sell-side engagement.