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Sarah Davidson O’Leary

Uncategorized /

Transaction Advisor & Director 910.246.8246 (o) 910.724.3483 (m)oleary@scalefinance.com Transaction Advisor & Director, Scale Finance, LLC, NC – Broad corporate finance experience, record of equity deal origination and execution for emerging growth healthcare and technology companies, client relationship management Managing Director Equity Capital Markets, Sanford C. Bernstein (Alliance Capital), New York, NY – Origination, marketing and […]

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Christy Tucker

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Controller ctucker@scalefinance.com Controller, Scale Finance LLC- Leader in providing fractional based accounting services in the Southeast, June, 2014 to present Senior Accountant/Financial Analyst, Trident Marketing– Trident Marketing is a multi-channel direct response company that develops marketing and sales channels for leading consumer brands in the United States in home services and the travel industry. Prepared

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10 Funding Quotes Every Entrepreneur Should Skip

Venture Capital /

Source: Marty Zwilling, CEO & Founder of Startup Professionals In previous articles, I have occasionally mentioned “red flags” which every potential investor unconsciously listens for. Other writers, like Guy Kawasaki, have irreverently called some of these “entrepreneur lies,” but I prefer to think of them as innocent over-enthusiasm or over-confidence that can kill your deal.

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How Do VCs Value Startups?

Venture Capital /

Source; Amanda Maksymiw facilitated round-table discussion John Greathouse, Andrew Parker, Alex Taussig, Sarah Tavel, and Rob Go share some of the company valuation methods they use when it comes to startup and eearly stage organizations. What company valuation methods do you use to value a startup? John Greathouse, General Partner, Rincon Venture Partners We don’t

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Recurring Revenue Romance

Financial Management /

Source: Tom Dibble, President and CEO of Aria Systems, a provider of cloud billing and subscription management solutions. The Software-as-a-Service delivery model has rapidly matured in the past few years, evolving from an experimental delivery method for niche audiences to a widely-practiced business approach. Investors are clearly enamored with it, in part, because it’s helped

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Making M&A Work Through Leadership on Both Sides

Mergers & Acquisitions /

Source: Donald E. Robinson – Project Leadership Associates Too often even the most strategic, well structured transactions that are appropriately valued get into trouble soon after the deal is signed. Integration grinds to a halt, frustrations rise and tempers flare. In our experience, realizing progress and results during a merger or acquisition is largely driven

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Scale Finance Closes $6.8M Sale of The Education Center, Inc.

News /

Charlotte, NC, September 1, 2012 – Scale Finance LLC is pleased to announce its role as exclusive financial advisor and investment banker to The Education Center, Inc. (the “Company”), headquartered in Greensboro, NC, in the sale of substantially all of its assets to Park Street, LLC for approximately $6.8 million in total consideration. Scale Finance managed

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