Investment Insights

Insights

Expert perspectives on M&A, valuations, and strategic capital for business owners considering a transaction.

Articles

57 items
ArticleESOP

Is an ESOP Right for Your Oklahoma Business?

Thinking about an ESOP in Oklahoma? Learn the real costs, timeline, and tax benefits before you decide if employee ownership fits your exit plan.

Jul 10, 20266 min read
Articleinvestment bankInvestment bank in oklahoma

How to Choose an Investment Bank in Oklahoma

Searching for the right investment bank in Oklahoma? Use this 7-point checklist to evaluate experience, fees, and fit before you hire an advisor.

Jul 10, 20266 min read
Article

Family Business Succession Planning in Oklahoma

No heir to take over your Oklahoma family business? Explore M&A options, from ESOPs to strategic sales, for a family business succession planning.

Jul 9, 20265 min read
Articleinvestment bankInvestment bank in oklahoma

Business Broker vs. Investment Bank in Oklahoma

Business Broker vs. Investment bank in Oklahoma: learn the key differences in deal size, buyer reach, and fees before you sell your company.

Jul 9, 20265 min read
Article

ESOP as a Capital Structure Tool: Beyond the Exit

Discover how an ESOP can be used as an ongoing capital structure tool, not just an exit strategy. Learn the financing mechanics, and ownership options.

Jul 2, 20268 min read
Article

Infrastructure M&A Advisory: What Business Owners Must Know

Thinking of selling your infrastructure business? Learn how infrastructure M&A advisory works, and how to find the right buyer.

Jul 1, 20267 min read
Article

Manufacturing Business M&A: Exit Strategy & Valuation Guide

Planning a manufacturing business M&A transaction? Learn 2026 valuation multiples, buyer types, and how to maximize your exit value with expert advisory.

Jul 1, 20268 min read
Article

Earnout Agreements in Business Sales: Pros, Cons & Risks

What is an earnout in M&A? Learn how earnout agreements work, when they protect sellers, and when to negotiate different deal terms.

Jun 30, 20268 min read
Article

What Is Seller Financing in M&A and Should You Offer It?

Learn how seller financing in M&A works, when to offer it, and how to structure it so you protect your exit value. Expert insight from First Turn Capital.

Jun 30, 20268 min read
Article

Private Equity vs. Strategic Acquirer: Choose the Right Buyer

Comparing private equity vs strategic acquirer for your business sale? Learn how each buyer type affects price, and your life after closing.

Jun 26, 202610 min read
Article

Strategic Financial Advisory: Why Your Business Needs It

Learn what strategic financial advisory services do for middle market business owners and how it can significantly impact your outcome.

Jun 25, 20268 min read
Article

Growth Capital Advisory: How Middle Market Companies Fund Expansion

Discover how growth capital advisory helps middle market business owners access funding for expansion while retaining control, ownership of their company.

Jun 25, 20267 min read
Article

Business Valuation for Manufacturing Companies

Wondering what your manufacturing business is worth? Learn the valuation methods, key multiples, and value drivers that determine your exit price.

Jun 24, 20268 min read
Article

ESOP Advisory Services: A Business Owner's Complete Guide for 2026

Learn what ESOP advisory services include, how employee stock ownership plans work, and if an ESOP is the right exit strategy for your business.

Jun 23, 20268 min read
Article

How to Structure an Acquisition Offer: A Buyer's Guide

Learn how to structure an acquisition offer the right way. Compare earnouts, seller notes, and equity rollovers for first-time acquirers.

Jun 17, 202610 min read
Article

What Is a Quality of Earnings Report and Why Buyers Require It in Deal

What is a quality of earnings report in M&A? Learn why buyers require it, what it covers, and how to prepare so it supports rather than damages your deal.

Jun 17, 20268 min read
Article

How Long Does It Take to Sell a Business? M&A Timeline for Owners

How long does it take to sell a business? Learn the realistic M&A timeline for middle market companies, and what affects the pace.

Jun 16, 20268 min read
Article

Mezzanine Financing for Middle Market Companies Explained

What is mezzanine financing and how do middle market companies use it to grow? Learn how mezzanine debt works and when it makes sense.

Jun 16, 20268 min read
Article

What Does an Investment Banker Do When You Sell Your Business?

Wondering what an investment banker actually does when you sell your business? Learn the step-by-step role and how a banker protects your deal value.

Jun 16, 20268 min read
Article

Oil and Gas M&A in 2026: How to Sell Your Oilfield Services Business

Thinking of selling your oil and gas company? Learn 2026 valuation multiples, buyer types, and how oil and gas M&A advisory maximizes your exit.

Jun 12, 20266 min read
Article

How to Evaluate an LOI: What Every Business Owner Know Before Signing

Before signing a Letter of Intent to sell your business, know what's negotiable. Learn how to evaluate an LOI and protect your exit value.

Jun 10, 20267 min read
Article

ESOP vs. Strategic Sale: Which Exit Is Right for You?

Comparing an ESOP vs. strategic sale for your business exit? Learn the tax benefits, valuation differences, and how to decide which path fits your goals.

Jun 6, 20268 min read
Article

Working Capital Adjustments in M&A: A Business Owner's Guide

Learn how working capital adjustments in M&A deals affect your net proceeds. Understand the target peg, true-up process, and how to protect your outcome.

Jun 6, 20266 min read
Article

Private Equity Rollover Equity: What Business Owners Should Know

What is rollover equity in private equity deals? Learn what it means, how it works, and when accepting it makes sense when selling your business.

Jun 5, 20266 min read
Article

What Is Recapitalization and Is It the Right Move for Your Business?

Wondering if a recapitalization is right for your business? Learn how recap transactions work, when they make sense, and how they compare to a full sale.

Jun 5, 20266 min read
Article

How to Choose an M&A Advisor | Business Owner's Guide

Looking for an M&A advisor to sell your business? Learn the 7 criteria that separate great advisors from average ones, and how to protect your outcome.

Jun 5, 20267 min read
Article

How to Choose the Right M&A Advisor for Your Business Sale

Choosing the right M&A advisor is one of the most important decisions in selling your business. Learn what to look for, and questions to ask.

May 28, 20269 min read
Article

Private Equity Recapitalization: A Business Owner's Complete Guide

What is a private equity recapitalization? Learn how middle market business owners use PE recaps to access liquidity and plan for exit without selling.

May 28, 20268 min read
Article

Buy-Side M&A Advisory: How to Acquire a Business the Right Way

What is buy-side M&A advisory and when do you need it? Learn how to acquire a business the right way, from deal sourcing to closing, with expert guidance.

May 28, 20267 min read
Article

What Is Capital Restructuring, and When it should be considered?

What is capital restructuring? Learn when middle market business owners should consider it, what it involves, and how to evaluate your options.

May 28, 20267 min read
Article

How to Negotiate Deal Terms When Selling a Middle Market Business

Learn how to negotiate deal terms when selling a middle market business, from LOI to closing. Expert M&A advisory guidance from First Turn Capital.

May 28, 20268 min read
ArticleESOPESOP Termination

Terminating Your ESOP: The Three Exit Paths for Sponsor Companies

How sponsor companies, boards, and trustees evaluate an ESOP exit: redemption, third-party sale, or restructuring, a framework for the next chapter.

May 27, 202613 min read
ArticleESOPTax Planning

Section 1042 Rollover: A C-Corp Owner's Tax-Deferred ESOP Exit

How C-corp owners use the §1042 rollover to defer capital gains tax on an ESOP sale. QRP mechanics, the 4978 recapture trap, and when 1042 doesn't fit.

May 27, 202613 min read
Article

M&A Due Diligence Survival Guide: What Buyers Really Look For

Complete M&A due diligence guide for sellers. Learn what buyers investigate, common issues that kill deals, and how to prepare your business.

May 21, 202616 min read
Article

Growth Capital Without Dilution | Equity Structures

Raise growth capital while keeping control of your business. Compare equity structures, control mechanics for mid-market companies.

May 21, 202614 min read
Article

Investment Banking for Mid-Market Businesses

What is investment banking for mid-market companies? Learn when you need investment banking vs. traditional advisory, and how it maximizes value.

May 20, 202614 min read
Article

How to Increase Your Business Valuation: 5 Proven Strategies

Discover how successful business owners increase valuation 20-30% before exit. Data-backed strategies to improve EBITDA, reduce risk, and maximize sale

May 19, 202613 min read
Article

Financial Readiness for M&A: A Business Owner's Checklist

Prepare your business for a successful M&A transaction. Use our financial readiness checklist to optimize valuation and accelerate deal closure.

May 19, 202613 min read
Article

Sell Side M&A Advisory: What Great Representation Looks Like

Sell side M&A advisory is a disciplined process. Learn what separates good advisors from great ones and where sellers lose value.

Apr 27, 202612 min read
Article

What Drives M&A Valuation? Key Factors That Move Your Number

Your M&A valuation isn't just a formula, deal timing, risk signals, and market conditions. Learn what drives it up or pulls it down.

Apr 23, 202612 min read
Article

How to Buy a Mechanical Contracting Business : A Complete Guide

Ready to buy a mechanical contracting business? Learn how to find, evaluate, and close the right deal with expert guidance from First Turn Capital.

Apr 20, 202612 min read
Article

Strategic Advisory Services in Oklahoma: Transform Your Business

Looking for Strategic Advisory Services in Oklahoma? First Turn Capital helps businesses grow with expert guidance and proven financial strategies.

Apr 15, 202610 min read
Article

Investment Banking Services in Oklahoma: A Guide for Business Owners

Top investment banking services in Oklahoma. From M&A to capital raising and business valuation, First Turn Capital helps Oklahoma businesses grow.

Apr 13, 202611 min read
Article

Strategic Buyer vs Financial Buyer: 2026 Construction M&A Guide

Compare strategic buyer vs financial buyer pros and cons. Learn about valuation premiums, exit strategies, and 2026 M&A trends at First Turn Capital.

Apr 10, 20266 min read
Article

M&A Advisory for SaaS Companies: Maximize Your Exit Value

Expert M&A advisory for SaaS companies. Learn how to optimize valuation, navigate due diligence, and secure the best deal terms for your software business.

Apr 8, 20264 min read
Article

Agriculture M&A Advisory: Strategic M&A for Agribusiness

Navigate complex transactions with expert agriculture M&A advisory. Our guide covers each and everything for USA agtech and farm owners.

Apr 7, 20267 min read
Article

Construction Transaction Services: M&A & Advisory Guide

Navigate complex deals with expert construction transaction services. Learn about due diligence, contract risk, and valuation for USA construction M&A.

Apr 6, 20266 min read
Article

M&A Advisory Services in Oklahoma: Buy or Sell The Right Way

For M&A advisory services in Oklahoma, First Turn Capital helps business owners to close successful deals and negotiate the best outcomes.

Apr 3, 202610 min read
ArticleTransportation M&ALogistics

Transportation and Logistics M&A Advisor: 2026 Strategy Guide

Need a transportation and logistics M&A advisor? Learn 2026 valuation multiples, 3PL trends, and how First Turn Capital maximizes your exit value.

Mar 25, 20265 min read
ArticleEquipment RentalM&A Advisory

Equipment Rental M&A Advisory: Maximize Business Valuation

Maximize your equipment rental company valuation: what drives EBITDA multiples, fleet utilization, and why sell-side representation matters.

Mar 24, 20267 min read
ArticleM&A AdvisorySell-Side

Sell-Side vs Buy-Side M&A: Which Advisory Strategy Fits Your Business?

Explore sell-side vs buy-side M&A advisory. Discover which strategy fits your business goals, valuation targets, and growth plans.

Feb 18, 20265 min read
ArticleCapital RaisingDebt Financing

Debt vs Equity Capital Raising: Choose the Right Funding Strategy

Compare debt vs equity capital raising strategies. Learn how to choose the right capital solutions for growth, control, and financial stability.

Feb 18, 20267 min read
ArticleM&A ValuationBusiness Valuation

How M&A Valuation Methods Differ and Why It Matters for Sellers

Learn how M&A valuation methods differ, what buyers look for, and why the right valuation approach can significantly impact your exit value.

Jan 29, 20266 min read
ArticleM&A StrategySell-Side Advisory

What to Do When a Buyer Contacts You Out of the Blue

Received an unsolicited offer to buy your business? Learn what experienced buyers know, where sellers lose value, and how to respond on your terms.

Jan 22, 20268 min read
ArticleBusiness ValuationEBITDA

Understanding Valuation Multiples

Learn how EBITDA multiples determine your business valuation, the six factors that affect your sale price, and how to maximize your exit.

Nov 15, 20258 min read
ArticleExit PlanningDue Diligence

Preparing Your Business for Sale: What Owners Need to Know

A 12-month roadmap to prepare your business for sale. What buyers look for, how long the process takes, and steps to maximize value.

Oct 28, 20257 min read
ArticleBuyer TypesPrivate Equity

Strategic vs. Financial Buyers

The real difference between strategic and financial buyers when selling your business, plus deal structure, take-home value, and protecting your outcome.

Oct 5, 20258 min read

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