Advisor vs. Investment Bank: What Founders of IT Services Firms Need to Know

17/09/2025 31 min Episodio 230
Advisor vs. Investment Bank: What Founders of IT Services Firms Need to Know

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Episode Synopsis

Key takeawaysAdvisors vs. Banks = different centers of gravity. Banks are great for IPOs, raises, and complex financings; advisors excel at sector-specific sell-side processes.In IT Services, specialization matters. Operator experience helps craft story, vet culture, and identify “1+1=3” combinations.Lead with strategic + cultural fit. If those are right, the financials usually find a path.Staffing models differ. Expect partner-level guidance throughout with advisors; banks skew analyst-heavy.Start early. Long-tail readiness work (growth, margins, positioning) boosts value and certainty when the market moment arrives
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