The Shoot the Moon podcast is for IT business owners and executives. The Revenue Rocket leadership team brings their 20+ years of experience with M&A and growth strategies to IT Services company leaders worldwide.
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The Shoot the Moon podcast is for IT business owners and executives. The Revenue Rocket leadership team brings their 20+ years of experience with M&A and growth strategies to IT Services company leaders worldwide.
Advisor vs. Investment Bank: What Founders of IT Services Firms Need to Know
Shoot the Moon with Revenue Rocket
31 minutes 38 seconds
1 month ago
Advisor vs. Investment Bank: What Founders of IT Services Firms Need to Know
EPISODE 230. This Shoot the Moon episode defines the real-world differences between a boutique M&A advisor and a middle-market investment bank, specifically for IT services founders. The team explains where banks shine (IPOs, capital raises, complex financings) versus where operator-led advisors excel (industry specialization, targeted processes, hands-on counsel). They contrast deal sizes and focus, why advisors lead with strategic and cultural fit before price, and how staffing models differ (partner-led vs. analyst-heavy). You’ll also hear how “long-tail” sell-side readiness (months or even years before market) can materially improve value, and the practical questions to ask any firm before you sign a mandate. Pick the partner who maximizes certainty of close, cultural alignment, and net proceeds—not just the biggest logo
Shoot the Moon with Revenue Rocket
The Shoot the Moon podcast is for IT business owners and executives. The Revenue Rocket leadership team brings their 20+ years of experience with M&A and growth strategies to IT Services company leaders worldwide.
