Industry Insights, Education, Private Equity Recapitalizations
If you’ve always dismissed private equity as an option, now might be the best time to reconsider. Too often, business owners assume private equity is going to come in and gut their business, just to drive up EBITDA with some financial engineering. While this may have...
Industry Insights, Exit Planning
Over the years, we've engaged with hundreds of entrepreneurs each wrestling with a pivotal decision: how to scale back their involvement without stepping away from the legacy they've built. This crossroads is no small choice: wanting greater freedom yet tied to the...
Merger and Acquisitions, Education, M&A, Industry Insights
The Role of Net Working Capital Target in Cash-Free/Debt-Free Deals In the intricate world of mergers and acquisitions (M&A), where billions of dollars can hinge on precise financial metrics, one concept consistently carries significant weight: the Net Working...
Industry Insights, Managing Risk, M&A, Owner Considerations, IP & Patents
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...
M&A, Owner Considerations, Business Valuation, Industry Insights
Selling your company can be an emotional rollercoaster. Many entrepreneurs, after dedicating years of hard work to build their business, often find themselves facing seller's remorse—that sinking feeling of regret after the deal is done. This regret often stems from...
Industry Insights, M&A, Owner Considerations, Business Valuation
What Is an Earn-Out in M&A? How It Works and When to Use It In a mergers and acquisitions (M&A) deal, an earn-out is a contractual arrangement between the buyer and the seller that allows the seller to receive additional compensation after the...
Strategic Advisory, Industry Insights, Selling a Business, M&A, Owner Considerations, M&A Education & Market
Selling your company is one of the most pivotal decisions you'll ever make as an entrepreneur. It's not just a financial transaction—it's a deeply personal crossroads that can shape your identity, your legacy, and your next chapter. After 30+ years as a serial and...
M&A, Owner Considerations, M&A Education & Market, Strategic Advisory, Industry Insights, Selling a Business, Managing Risk
Who Really Benefits from the Sale of Your Company? You do.Monetizing your life’s work is a monumental moment—the crowning achievement for most CEOs and founders. But here's the harsh truth: most businesses never sell. According to industry research, only about 20%–30%...
Managing Risk, Education, M&A, M&A Education & Market, Industry Insights
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...
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...
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...
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...
