Category Archives: Blog

  1. Dennis Coker Joins Founders Advisors – Featured on themiddlemarket.com

    This article was featured on Merger & Acquisitions – themiddlemarket.com: Investment bank Founders Advisors has added a new practice area focused on building materials and hired Dennis Coker to lead the team as a managing director. Based in the firm’s Dallas office, Coker has a background in mergers, acquisitions and divestitures for private and public companies in the mineral,…

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  2. Investment Bank Targets Mid-Market, Private Firms As Tax Worries Swirl

    Published by Family Wealth Report: With many owners of mid-size and privately held firms wondering about the tax implications of selling their businesses – a topic that we have written about extensively – an investment bank is developing a market value assessment company. Founders Advisors, a US investment bank based in Birmingham, Alabama, has formed…

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  3. Biden’s proposed tax hikes may bite family businesses

    A near-doubling of the capital gains rate and the tightening of the step-up in basis loophole would make a sale expensive. Published in Financial Planning magazine in its July 2021 edition. By: Lynnley Browning The Biden administration has promised that family-owned businesses and farms won’t suffer under its proposed tax hikes on the wealthy, the…

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  4. Founders 2021 Family Lake Day

    The Annual Founders Family Lake Day was held last Saturday at the beautiful Lake Martin. The Founders team, along with their families and some friends of the firm, enjoyed a day of fun on the water, food, and fellowship. Though this summer has been a wet one, the rain held out and the weather was…

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  5. Founders July Social

    At Founders, our purpose is to grow leaders and build lasting relationships. We work steadfastly on supporting and developing the team into the leaders we know they can become and creating an environment conducive to relationship development. In addition to the other events Founders hosts throughout the year, in 2021 we have added regular team…

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  6. Time to Take Some Chips off the Table

    By: Ken Hirsch Article originally printed in Mergers & Acquisitions Magazine, July 2021. Thanks to the confluence of several factors, both business owners and private equity investors are likely to find more, and more attractive, opportunities for dividend recapitalizations than outright sales of middle­ market businesses in the second half of 2021. Three trends are…

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