10 Essential Reasons Investment Bankers Need Engagement Letters
Protect Fees, Ensure Compliance, and Build Client Trust
Insights
IIB Insights offers fresh perspectives on the trends shaping the lower middle market. Our team explores opportunities, analyzes evolving deal dynamics, and shares practical guidance for entrepreneurial investment bankers.
IIB Insights
Market Intelligence That Empower Lower Middle Market Dealmakers
Through focused commentary, market updates, and thought leadership, we deliver actionable insights into M&A activity, growth financing strategies, and the forces influencing business decisions in today's evolving market and regulatory environments.
At IIB, our insights cut through the noise with real-world perspectives on transactions, capital formation, and strategic growth.
Recent insights
High-Touch, AI-Enhanced: The Future of Boutique Investment Banking
Why leveraging AI isn't about replacing people—it's about delivering better outcomes, faster
Lower Middle Market M&A at a Crossroads: An Analysis of the 2025 Slowdown
Historic Slowdown in Lower Middle Market M&A
Mutual Indemnification: A Risky Departure from Industry Standards
Understanding the Legal, Regulatory, and Practical Risks of Deviating from Industry Norms
Revenue Recognition Under ASC 606: A Guide for Investment Bankers
Avoiding Pitfalls with Retainers, Work Fees, and Non-Contingent Advisory Payments
Why FINRA Licensing Matters for Investment Bankers
Elevating Client Trust, Expanding Capabilities, and Staying on the Right Side of Regulation