At first glance, the obvious winner in the sale of a private business is the founder or CEO—you. But the ripple effect extends far beyond your own financial gain. The truth is, when executed thoughtfully, a successful business exit creates a cascade of benefits that...
Discover the latest updates in the world of forward-thinking investment banking.
Take Share to Gain Value
Education, Exit Planning, M&A, M&A Education & Market, Managing Risk
Take Share to Gain Value: Why Growth Is the Key to Your Dream Exit Middle-market companies often outperform their larger, publicly traded counterparts in agility and customer responsiveness. Yet in today’s economic climate—shaped by persistent interest rates,...
Managing Emotions in an M&A Deal
Education, Industry Insights, M&A, M&A Education & Market, Managing Risk
Embarking on the journey of selling or merging your private company is a monumental achievement. It places you in an exclusive group of entrepreneurs who have achieved what many others can only dream of. However, despite the excitement of reaching this milestone, the...
Questions You Should Ask When Selecting Your Investment Bank
Industry Insights, Education, M&A, M&A Education & Market
This may not be the first time you’ve ever asked yourself, “Is he/she the one?” However, picking the right investment bank and lead investment banker to represent your potential deal to the marketplace is one of the most critical decisions you'll make in your...
20 Questions Prospective Buyers Ask
Merger and Acquisitions, M&A, M&A Education & Market, Strategic Advisory
How Does Your Company Rate? 20 Questions Prospective Buyers Ask Before you put your business up for sale, you need to be prepared to evaluate its status from a number of different perspectives besides your own. Much of what you know about your own company is...
BoomerPreneurs – Secure your Legacy
M&A, M&A Education & Market, Merger and Acquisitions
Are You a “BoomPreneur”? The Roadmap to Transitioning Your Business Successfully Attention, Boomer Entrepreneurs: Have You Thought About Your Business Exit Strategy? As a BoomerPreneur, you’ve spent decades building your business from the ground up, watching it grow,...
Creative Deal Structures – Why a seller note may be a difference maker to getting a deal done
M&A, M&A Education & Market, Private Equity Recapitalizations, Selling a Business
Why a Creative Exit Deal Structure, Especially a Seller Note, May Be a Smart Move for Sellers For most entrepreneurs, the dream of selling their business usually looks something like this: "I get a call from a massive multinational company that offers me all cash,...
Beware of the Preemptive Offer
M&A, M&A Education & Market, Merger and Acquisitions
As a business owner, you’ve likely encountered calls and emails from firms claiming to have buyers ready to purchase your business or introducing you to potential strategic relationships. Private Equity Groups (PE), as well, may be reaching out, touting their ability...
10 Questions For an Ideal Exit – Outlier Outcomes
Industry Insights, Education, M&A, M&A Education & Market
Most owners of privately held business do not know if their business is sellable or what to do to achieve an Outlier Outcome at sale. An Ideal exit is one that is on your time, your terms and at your price. In order to help you think about orchestrating your own...
Private equity is eating the world: Why your next business partner is likely Private Equity.
Education, M&A, Private Equity Recapitalizations
To borrow Marc Andreessen’s famous words, “Software is eating the world,” it’s now clear that private equity (PE) is not only devouring software companies by the dozens but also buying up hundreds of middle-market businesses across various sectors worldwide. As PE's...
Merit Investment Bank Guides Herco Jewelry Company in Sale to Quality Gold
Merger and Acquisitions, Selling a Business, M&A, Owner Considerations, Case Study
Client Overview Established in 1979 by Reuven and Zehava Itelman, Herco is one of the largest gold jewelry wholesalers in the United States. Herco’s catalog is a mainstay for thousands of independent jewelers who rely on it to source unique and high-quality...
Outlier Outcomes Part 1 — Differentiation and Growth Rate
M&A, M&A Education & Market, Strategic Advisory
M&A Markets are traditionally pretty efficient. When willing buyers and willing sellers meet and a competitive bidding environment is orchestrated, the market establishes the buy price for the company. So how is it that some companies receive outlier outcomes...