Briefings from the desk

Independent brokerage notes on selling, buying, and valuing closely held companies. Written for owners, not for a feed.

Sell-Side

Owners who treat the sale as an event get priced like one. Owners who treat it as a process keep the multiple.

August 12, 2026 · 2 min

Valuation

Rule-of-thumb multiples are marketing. Diligence multiples are math. Here is how BBG frames value for closely held companies.

July 28, 2026 · 1 min

Desk Notes

BBG is a desk, not a listing mill. The mark is a promise: independent counsel, named accountability, no circus.

June 18, 2026 · 1 min

Sell-Side

A confidential information memorandum is not a brochure. It is the first draft of the buyer’s investment committee memo. Write it that way.

May 9, 2026 · 1 min

Buy-Side

Searchers and operators do not lack deal flow. They lack a filter. Here is how we run a buy-side mandate without drowning you in teasers.

April 21, 2026 · 1 min

Desk Notes

Portals move inventory. People move companies. The 1999 Concept was not a slogan — it was an operating system.

March 3, 2026 · 1 min

Market

The cheapest dollar is not always the one that closes. Know which capital matches the file before you fall in love with a buyer.

February 11, 2026 · 1 min

Sell-Side

The year before a process is where multiples are made. A month-by-month desk calendar for owners who refuse to improvise.

January 15, 2026 · 1 min