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...
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...
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...
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...
M&A, M&A Education & Market, Strategic Advisory
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...
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...
Industry Insights, M&A, M&A Education & Market
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...
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...
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....
Selling a Business, Education, M&A, Owner Considerations
While few middle-market companies ever reach the finish line of a successful M&A exit, nearly every entrepreneur I’ve met dreams of one day selling their business for a premium—unlocking the funds to power their next venture, retire in comfort, or create...
M&A, M&A Education & Market, Industry Insights, Education
Most business owners follow a recognizable leadership evolution during the lifecycle of their companies. They start by working for their business—doing everything from sales to service. Then they shift to working in the business—managing teams, overseeing operations,...
Selling a Business, Education, M&A, Private Equity Recapitalizations
If you're a CEO, founder, or entrepreneur contemplating selling your company to a private equity (PE) firm, understanding the fundamentals of price and deal terms is essential. While valuation often steals the spotlight, savvy sellers know that the structure and terms...
