Date: Analyst: Client / Target: Buyer / Acquirer: 1. Executive Summary Provide a concise overview of the buyer, their relevance to the transaction, and the recommendation outcome. Buyer Type: [Strategic / Financial / Individual / Family Office / PE Group] Transaction...
Discover the latest updates in the world of forward-thinking investment banking.
Understanding Buyer Types: Who Might Want to Buy Your Business—And Why It Matters
Selling your business is a high-stakes decision. Whether you’re planning a full exit or simply exploring options, knowing who your potential buyer is—and what they value—can directly impact your exit strategy, negotiation leverage, and final valuation. According to...
Types of Buyers
M&A Education & Market, Cross-Border M&A, Management Buyouts, Partial Liquidity Events, Education, M&A, Sell-side, Buy-side, Owner Considerations
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Choosing a Deal Team
Restructuring & Special Situations, Education, M&A, Sell-side, Buy-side, Owner Considerations, Cross-Border M&A, Exit Planning
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How to Choose an Investment Banker
Education, M&A, Sell-side, Buy-side, Owner Considerations, M&A Education & Market, Exit Planning
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How to Win M&A 2.0
Education, M&A, Sell-side, Buy-side, M&A Education & Market, Cross-Border M&A
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How to Avoid Deal Killers
Managing Risk, Education, M&A, Sell-side, Buy-side, Owner Considerations, M&A Education & Market, Cross-Border M&A, Exit Planning
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Tips for Choosing an M&A Advisory Firm
M&A, Sell-side, Buy-side, Owner Considerations, Industry Insights
M&A advisors can add real value to a transaction. Here are a few tips to consider when choosing an M&A advisor to partner with as you begin to prepare for a sale. Get Your Books in Order Having your books in order can speed the sale along, and will instill...
