From Decentralization to Disorder: The Regulatory Retreat and Rise of Crypto Treasuries
An evidence-based examination of how U.S. policy shifts, corporate speculation, and fading transparency are reshaping digital asset markets.
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
Beyond the Data Room: The Investment Banker’s Duty in Due Diligence
How FINRA guidance and market best practices shape the banker’s role in a transactions
Accredited vs. Institutional Investors: Understanding the Key Difference
Why this distinction shapes deal marketing, compliance, and suitability in investment banking.
Beyond Stocks and Bonds: Defining a Security in Today’s Markets
How the Howey Test continues to shape financial innovation, regulation, and compliance.
How the Regulatory Landscape Changes During a Financial Crisis — And Why It Pays to Always Do the Right Thing
Why consistent compliance and ethical practices safeguard firms before, during, and after market turmoil.
Serious About Success? Then Get Serious About Your Marketing Documents
The best firms treat marketing oversight as a strategic advantage — here’s why you should too.
Walking Away: The Deals You Don’t Do Define You
Why investment bankers must scrutinize unconventional structures in the age of crypto, shells, and shadow finance
The Leadership Lesson That Changed My Career
How a Simple Exercise at Ernst & Young Proved the Lasting Power of Positive Reinforcement
10 Essential Reasons Investment Bankers Need Engagement Letters
Protect Fees, Ensure Compliance, and Build Client Trust
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