In today’s highly competitive and fast-changing corporate landscape, mergers and acquisitions (M&A) remain one of the most powerful strategies for scaling operations, entering new markets, acquiring talent, or gaining technological capabilities. However, for every...
Discover the latest updates in the world of forward-thinking investment banking.
Guide to Deal Structures
Deal Structure Matters—Here’s What You Need to Know In a nutshell: Most M&A transactions are structured as asset sales, stock (equity) sales, or earn-outs (often layered onto asset or stock deals). The structure can change valuation, taxes, risk allocation, speed...
M&A Timeline Overview: From Prep to Close
The M&A process typically spans 6 to 12 months, depending on the complexity and readiness of both the business and potential buyers. Below is a phase-by-phase breakdown you can use to manage expectations and plan strategically. 1. Preparation Phase (1–2 months)...
Deciding Your Exit: Is a Strategic Buyer or Private Equity Right for You?
M&A, Exit Planning, Selling a Business
Are you looking for a quick handover or a partnership that elevates your operations? The choice you make in how you exit your company will determine that path. After all, selling your company isn’t just a transaction—it's a pivotal decision that shapes your legacy and...
Why Do Mergers & Acquisitions Fail? Avoid These Deal Killers
Merger and Acquisitions, M&A, M&A Education & Market
Entrepreneurs plotting their next big move often turn to merger or acquisitions (M&As), which offer not just an exit but a potential infusion of resources and expertise. It's an exciting prospect, offering significant growth potential—but it's also fraught with...
The Role of Net Working Capital Target
Industry Insights, Merger and Acquisitions, Education, M&A
The Role of Net Working Capital Target in Cash-Free/Debt-Free Deals In the intricate world of mergers and acquisitions (M&A), where billions of dollars can hinge on precise financial metrics, one concept consistently carries significant weight: the Net Working...
Timing a Sale: Risk-On and Risk-Off Markets in M&A
Managing Risk, M&A, Sell-side, M&A Education & Market, Selling a Business
Understanding Risk-On and Risk-Off Markets: Impact on Investments, Private Equity, and M&A Strategy In the dynamic landscape of investments and M&A, understanding the cyclical shift between risk-on and risk-off market environments is essential for investors,...
Mastering the Art of Negotiating M&A Deals: Key Considerations and Effective Tactics
M&A, M&A Education & Market, Negotiating
Mastering M&A Negotiations: Key Strategies, Tactics, and Gambits for Buyers and Sellers Negotiating mergers and acquisitions (M&A) is a nuanced, high-stakes process that combines financial analysis, legal considerations, strategic alignment, and interpersonal...
Setting Go-To Marketing Strategy
Why Competitive Pressure and Global Broad Auctions Maximize Value in M&A M&A Axiom: The single most significant driver of premium values in M&A—beyond the company's inherent qualities—is buyer competition. This principle lies at the core of our approach....
Thinking ahead about restructuring before you need it
Industry Insights, Managing Risk, M&A, Owner Considerations, IP & Patents
Restructuring is typically not on the tip of the tongues of CEO’s that are running profitable companies. However, we can take a page from restructuring to address the current market and position many companies find themselves in today. “Sometimes the best offense is a...
Maintaining Confidentiality in M&A While Empowering Your Team
Guarding the Secret: Confidentiality in the M&A Process and Why It Matters Many sellers are deeply concerned about maintaining confidentiality in an M&A process, and rightfully so. There are numerous stakeholders that need to be considered—employees,...
How to Avoid Seller’s Remorse in an M&A Deal
M&A, Owner Considerations, Business Valuation, Industry Insights
Selling your company can be an emotional rollercoaster. Many entrepreneurs, after dedicating years of hard work to build their business, often find themselves facing seller's remorse—that sinking feeling of regret after the deal is done. This regret often stems from...