"Investment Banking is 10% Financial Analysis and 90% Psycho-analysis" – André Meyer  This blog is about the "other 90%"…

Crosshairs Life Insurance

Several years ago, I represented the owner of a construction company who wanted to exit and retire.  His major motivation was his deteriorating health, which he felt prevented him from carrying on.  He was overweight and had high blood pressure and felt in danger in the stressful job as CEO of a $20 million general […]

When Harry met Sally

Surely, you remember that great movie from the ’90s with Meg Ryan and Billy Crystal. They are in a ‘cat and dog’ relationship. They first meet at 21 driving home after college from Chicago to New York in a car pool, where Sally finds Harry obnoxious; 5 years later they meet again at an airport […]

Love’em, if You Want to Sell’em

If you want to be successful in investment banking, you’d better be full of love. I don’t mean you have to be romantically involved with your clients, or investors. Nor that you should pen them poems. It’s a different kind of love. Let me explain. Investment banking is first and foremost about selling.  Sure, you […]