Selling a Business, Managing Risk, M&A, Sell-side, M&A Education & Market
In the intricate world of investments and mergers and acquisitions (M&A), understanding the dynamics of risk-on and risk-off markets is crucial for informed decision-making. These terms describe the prevailing investor sentiment and their appetite for risk....
Industry Insights, M&A, M&A Education & Market, Owner Considerations, Selling a Business, Strategic Advisory
Thirty years as a serial and parallel entrepreneur, having started, acquired, and sold 13 of my own companies after adding 22 acquisitions onto those companies (increasing enterprise value along the way) as well as advising hundreds of companies at Merit Investment...
Industry Insights, M&A, M&A Education & Market, Managing Risk, Owner Considerations, Selling a Business, Strategic Advisory
If you're a business owner, you know that retirement is one of the main goals of running a successful company. After all, 75% of business owners equate the sale of their business with retirement. However, many will miss their window based on their state of readiness...
M&A, M&A Education & Market, Owner Considerations, Selling a Business
Who benefits from the sale of your company? You! Monetizing your life's work is the penultimate achievement of a CEO / Entrepreneur. Certainly, statistically, most companies will liquidate vs. sell for a multiple of earnings or revenue. Let's look at the shortlist of...
Selling a Business, M&A, M&A Education & Market, Private Equity Recapitalizations
Why a Creative Exit Deal Structure May Be a Good Idea in Today’s Market —Especially a Seller Note Most entrepreneurs dream of selling their company one day, and the dream goes like this: "I received a call from a huge multinational strategic company. They offered me...
Case Study, M&A, Merger and Acquisitions, Owner Considerations, Selling a Business
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, Selling a Business
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...
Education, M&A, Owner Considerations, Selling a Business
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...
Exit Planning, Owner Considerations, Selling a Business
Dodge these common pitfalls that jeopardize your business value. 1. Failure to have an exit plan I firmly believe that the biggest blind spot is not having goals for the ultimate and inevitable exit. Those who fail to plan, plan to fail. Even if a business owner never...
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...
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...
Like many of your advisors who provide valuable services and expertise, adding an investment banker to your list of trusted advisors is crucial to your success. Most Entrepreneurs rely on advisors such as CPA’s, Attorneys, Wealth Managers, and Commercial Banking...
