In our last blog, we began a conversation about how to achieve an advantageous “Outlier Outcome” when it comes to establishing your company as a market leader and top-quality asset, deserving of premium value. Tracking and Knowing Your Analytics Companies with a...
Discover the latest updates in the world of forward-thinking investment banking.
Outlier Outcomes Part 3 — Good Positioning and a Favorable Tailwind Sector
M&A, M&A Education & Market, Strategic Advisory
When it comes time to leave your company, you want to do it not only profitably, but admirably, right? You not only want top dollar, but you want the fruits of your labor to be recognized, appreciated, and rewarded—above that of the competition. What you’re looking...
How to Prosper in Flight-to-Quality Markets
M&A, M&A Education & Market, Industry Insights
During periods of uncertainty, there is what’s called “a flight to quality.” Understandably, buyers of middle-market companies, when faced with rising costs, market uncertainties, lingering supply chain issues, or recession, etc., inherently become more risk-averse...
30 Ways to Leave Your Company
Selling a Business, M&A, M&A Education & Market
I am slightly embarrassed as I recall Paul Simons’ 1975 release of “50 Ways to Leave your Lover”. As a budding 11-year-old, I giggled at the new term “lover”. However, on reflecting back now, having advised hundreds of entrepreneurs and CEO’s, the context...
Joseph Durnford Receives 2022 Industry Leadership Award and is Inducted into Hall of Fame
Merit Investment Bank & Company, a leading boutique investment bank, is celebrating Chairman Joseph Durnford’s acceptance of the 2022 Leadership award and induction into the M&A Hall of Fame at the 21st Annual M&A Advisor Awards. On Tuesday, Nov....
The high cost of “Do Nothing.”
Selling a Business, Education, M&A, Owner Considerations
While very few middle market companies achieve an M&A event, I have yet to meet an entrepreneur that does not dream of the coveted sale of their company for maximum exit to fund their next big thing or create generational wealth. In fact, of those companies that...
Developing an investor’s mindset – a seller’s mindset!
Industry Insights, Education, M&A, M&A Education & Market
Most business owners follow a somewhat reliable leadership pattern in the life cycle of their businesses. They go from working for, then in, and finally, on their business(es). Most successful CEOs and Entrepreneurs typically transition, despite occasional bumps and...
How to Negotiate a Deal with Private Equity – Price & Terms
Education, M&A, Private Equity Recapitalizations, Selling a Business
If you are an entrepreneur or CEO looking to sell your company to private equity, there are a few things you need to know about basic deal terms. In this blog post, we will give you an overview of what basic deal terms to expect when negotiating with private equity...
The Trifecta of M&A
M&A, M&A Education & Market, Selling a Business
In our experience at Merit Investment Bank & Co., we have found that there are three foundational elements that must be in place before we can apply a strategic approach to a successful M&A process for Entrepreneurs and CEOs. When these three conditions...
Middle Market Resilience: Confidence vs. Reality?
Industry Insights, M&A, M&A Education & Market
Given the current state of markets, the most common inquiry we hear (not surprisingly) is, “Is now still a good time to sell”? Great question. Historically, the middle market has often been insulated from the volatility of the SMB and public markets, repeatedly...
8 Transaction Killers and How to Avoid Them
M&A, Sell-side, Corporate Divestitures, Exit Planning, Restructuring & Special Situations
Deal Killers and How to Avoid Them You hired an investment banker and ran an effective process. You've received tons of interest, dozens of Indications of Interest near or above your expected closing price for your company, and you're feeling pretty good right now....
Defending your equity value
Strategic Advisory, Business Valuation, Exit Planning, Value Creation, Valuation, M&A
Defending Your Equity Value - Key Steps to Realizing Maximum Value in Your Business In 1960, as he concluded a legendary career in baseball, Ted Williams stood in front of his locker at Fenway Park while mired in one of the few slumps of his career. He told a pack of...