The DAK Group – Middle Market Investment Bankers


Protecting and Growing Business Value in a World of Disruptive Change

Join Alan Scharfstein at this New Jersey ACG event! For more information, visit the ACG event website.

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Lisa Stern Named NYIC’s Executive of the Year Award

The New York Institute of Credit – Women’s Division is honoring DAK’s Managing Director, Lisa Stern, on February 26 at the 8th Annual Women in Achievement Awards. The Institute presents this award to executives that demonstrate excellence in entrepreneurial spirit. We are proud of Lisa’s noteworthy business successes, as well as her

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Lisa Stern Moderates ABI Panel on Lending to Distressed Companies

The panel, taking place on September 15, 2014, is titled “Lending to Distressed Companies: Credit Analysis to Exit Strategy (or Keeping the Benefit of Your Bargain).” The workshop is offered in person or via webcast.

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M&A Activity on the agenda at Opus Connect NYC event

Was 2013 a good or great year to sell or buy in the middle market? What is the current state of M&A activity? What can we expect to see in the coming months? Lisa Stern, Managing Director, The DAK Group, joins a panel of investment banking experts

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“Strategic M&A Maximizes Value,” topic addressed by The DAK Group at NJCPA seminar

NJ Society of Certified Public Accountants

Alan Scharfstein, president of The DAK Group, will address the topic “Perspectives on Strategic M&A” at a seminar for accountants sponsored by the New Jersey Society of Certified Public Accountants (NJCPA) on October 18, 2013. Given the recent economic climate, many businesses have faced rising costs, loss of

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Middle Market Dealmaking Heads to the Beach

Alan Scharfstein, president of The DAK Group, will appear on a panel at the upcoming Association for Corporate Growth (ACG) dealmaking conference at the Jersey Shore, “Private Equity Dealmaking: It’s A Shore Thing” Addressing the topic “Fishing for Deals in Rough Waters,” he will discuss how to

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“Alternative Lending Structures”

Turnaround Management Association

Lisa Stern, Managing Director, The DAK Group, has been tapped by the Turnaround Management Association to moderate a panel of experts at its annual conference in June. The panel discussion will focus on alternative lending structures, including asset based lending, purchase order financing, factoring, mezzanine and unitranche

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“Understanding Strategic Business Value”


Lisa Stern, Managing Director, The DAK Group, will address the New York State Society of CPAs (NYSSCPA) in December 2012 on the topic of “Understanding Strategic Business Value”. She will discuss how valuations differ depending on the objective. For a market-based business valuation, a perspective of a

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“Enhancing Enterprise Value” topic for ACG-NJ

Association for Corporate Growth NJ

Lisa Stern, Managing Director, The DAK Group, will appear as a panelist at the next Bergen County meeting of the New Jersey chapter of Association for Corporate Growth (ACG) on Thursday, October 4. The evening’s topic is “Enhancing Enterprise Value.”  Ms. Stern will address specific ways to

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Webinar, “M&A: Catch the Wave”

The DAK Group - Investment Bankers to the Middle Market

The DAK Group’s Alan Scharfstein participates in an active discussion of the current state of the market for merger and acquisition activity for mid-sized companies. Joined by legal advisors with experience navigating M&A transactions, Alan shares his insight and advice for business owners considering an exit strategy.

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