Shoot the Moon with Revenue Rocket

Advisor vs. Investment Bank: What Founders of IT Services Firms Need to Know


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Key takeaways

Advisors vs. Banks = different centers of gravity. Banks are great for IPOs, raises, and complex financings; advisors excel at sector-specific sell-side processes.

In IT Services, specialization matters. Operator experience helps craft story, vet culture, and identify “1+1=3” combinations.

Lead with strategic + cultural fit. If those are right, the financials usually find a path.

Staffing models differ. Expect partner-level guidance throughout with advisors; banks skew analyst-heavy.

Start early. Long-tail readiness work (growth, margins, positioning) boosts value and certainty when the market moment arrives

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

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Shoot the Moon with Revenue RocketBy Revenue Rocket Consulting Group

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