Complete 2025 Guide to Business Valuations: Is EBITDA Flawed?
Whether you’re an institutional investor or financial advisor, mastering business valuation is the key to making informed acquisition and investment decisions. Accurate valuations enable you to evaluate opportunities with confidence. While there are many ways to evaluate a company’s financial […]
What Institutions Need to Know Before Starting the Merger and Acquisition Process
In 2025, many institutions are using mergers and acquisitions (M&A) to grow their market share and strengthen their competitive edge. In fact, over 80% of CEOs who completed a major acquisition in the past three years plan to pursue another […]
Buy Side & Sell Side Advisory: What Institutions Should Know
Discover how AI is reshaping financial advising in 2025. Learn key benefits, common mistakes to avoid, and compliant ways to use AI effectively.
The Most Common Mistakes Made When Preparing a Private Company for Public Markets or Strategic Sale
Pursuing an Initial Public Offering (IPO) or a strategic acquisition marks a pivotal milestone in a private company’s lifecycle. When executed properly, these transactions can unlock substantial capital and provide meaningful liquidity for founders and early investors alike. While the […]
Capital-Raising Strategies for Credit Unions and Community Banks in 2025’s Economy
Access to capital is crucial to financial institutions’ growth, longevity, and regulatory compliance. However, credit unions and community banks face unique challenges in securing capital, from evolving regulatory demands to increased competition from big banks. So, how can credit unions […]
Institutional Financial Services That Every Company Needs
From large corporations to privately held startups, every ambitious company needs access to institutional financial services. Unlike retail financial services, which focus on individuals’ banking and wealth management needs, these services are designed specifically for organizations. Institutional financial services encompass […]
Non-Interest Income Solutions for Community Banks and Credit Unions Provided by Alden Investment Group
Alden CEO, Lee Calfo, discusses the solutions Alden offers to the financial community as fee-based or non-interest income business through wealth advisor partnerships.