Sell-side, M&A Education & Market, Selling a Business, Managing Risk, M&A
In the intricate world of investments and mergers and acquisitions (M&A), understanding the dynamics of risk-on and risk-off markets is crucial for informed decision-making. These terms describe the prevailing investor sentiment and their appetite for risk....
M&A, M&A Education & Market, Negotiating
Negotiating mergers and acquisitions (M&A) deals is a complex and intricate process that requires careful planning, strategic thinking, and effective communication. Whether you are a buyer or a seller, understanding the key considerations and employing effective...
M&A Axiom: The single most significant driver of premium values in M&A, outside the characteristics of the company itself, is buyer Competition. This is why we favor time-limited global broad auctions to find your buyer. Time Limited ...
Owner Considerations, IP & Patents, Industry Insights, Managing Risk, M&A
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...
Many sellers are deeply concerned over confidentiality in an M&A process, and rightfully so. There are several stakeholders that need to be considered in this process, employees, customers, suppliers, lenders, and competitors to name a few. The M&A process is...
Industry Insights, M&A, Owner Considerations, Business Valuation
Many sellers enter the process of selling their private company with value expectations well above market as well as not being properly prepared. Then they wonder why they regret the results of the sale. You can avoid seller's remorse by doing the following things: 1)...
Owner Considerations, Business Valuation, Industry Insights, M&A
In an M&A deal, an earn-out is an agreement between the buyer and the seller in which the seller agrees to receive additional payments—usually a percentage of the company's revenue or profits—based on the target company achieving certain financial milestones....
Industry Insights, Selling a Business, M&A, Owner Considerations, M&A Education & Market, Strategic Advisory
Thirty years as a serial and parallel entrepreneur, having started, acquired, and sold 13 of my own companies after adding 22 acquisitions onto those companies (increasing enterprise value along the way) as well as advising hundreds of companies at Merit Investment...
Owner Considerations, M&A Education & Market, Strategic Advisory, Industry Insights, Selling a Business, Managing Risk, M&A
If you're a business owner, you know that retirement is one of the main goals of running a successful company. After all, 75% of business owners equate the sale of their business with retirement. However, many will miss their window based on their state of readiness...
Selling a Business, M&A, Owner Considerations, M&A Education & Market
Who benefits from the sale of your company? You! Monetizing your life's work is the penultimate achievement of a CEO / Entrepreneur. Certainly, statistically, most companies will liquidate vs. sell for a multiple of earnings or revenue. Let's look at the shortlist of...
M&A, M&A Education & Market, Exit Planning, Managing Risk, Education
Despite most Middle market firms performing well compared to their larger publicly traded compadres, Interest rates, inflation, and other global considerations are pressurizing M&A values. The anecdote for business owners seeking to exit will be creating space...
Education, M&A, M&A Education & Market, Industry Insights, Managing Risk
When you’re gearing up for—or are in the middle of—the sale or merger of your private company, you are putting yourself into an elite group of entrepreneurs who are achieving what many others have failed to do. Pursuing an exit is hard. It’s even harder when you are...
