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...
Merger and Acquisitions, Education, M&A, Industry Insights
The Role of Net Working Capital Target in Cash-Free/Debt-Free Deals In the complex world of mergers and acquisitions (M&A), one term that often takes center stage is "Net Working Capital Target." This seemingly technical phrase holds immense importance, especially...
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...
M&A Education & Market, Merger and Acquisitions, M&A
Are You a “BoomerPreneur”? Attention, Boomers! You've built your business, watched it grow, and now you're thinking about a transition—maybe even retirement. Is your future and place in history secured? Does the sale of your business factor into the quality of...
Merger and Acquisitions, M&A, M&A Education & Market
As a business owner, you likely receive communications at least weekly from companies claiming to have buyers, or strategic relationships, to which they would like to introduce you. Similarly, you may be fielding calls from Private Equity Groups (PE) looking to tell...
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...
Press Releases, Merger and Acquisitions
We are honored to be a finalist for 15 M&A Advisor awards, the highest in our history, including the prestigious Boutique Investment Bank of the Year. Beyond boutique Investment bank of the year, we are particularly proud of our double finalist positions in...
Merger and Acquisitions, Sell-side, Private Equity Recapitalizations, Strategic Advisory
Private Equity Deals – Considerations of the Advantages of IRC Section 721 In the current M&A climate, it is very typical for private equity groups to form LLCs before acquiring target businesses. It’s also very common to package equity in the newly formed...
