merit investment bank grey opt2
Technology
Industrial
Infrastructure
Consumer
Book A Discovery Call

M & A Advisor Awards 2021

New MA Awards Logo.png
Reading Time: < 1 minute

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 Information Technology, M&A deal of the year, and PE Deal of the year categories. Finalists are peer reviewed and selected for various categories taking into account deal complexities, industry impact, overmarket client outcomes and over-coming deal challenges. During unprecedented times the Merit Investment Bank & Company teams executed superbly and achieved great client outcomes both domestically and globally. Congratulations to our clients and teammates.

Here is a list of the Awards…

Boutique Investment Bank of the Year!

Noorda Deal of the Year for:

Cross Border ($25-$50M)

Corporate Strategic ($25-$50)

Industrials Sector Award (<$100M)

Materials Sector Award (<$100M)

Northern Feed & Bean Deal of the Year for:

Consumer Staples Sector Award

Email on Acid:

Information Technology (<$100M)

PE Deal of the Year ($50-$100M)

ETC:

Cross Border ($50-$100M)

Corporate Strategic ($50-$75M)

PE Deal of the Year ($50-$100M)

M&A Deal of the Year ($50-$100M)

SmartProcure:

Information Technology (>$100M)

PE Deal of the Year ($100-$250M)

M&A Deal of the Year ($100-$250M)

1. Immediate Post-Closing Actions

  • Confirm Closing Deliverables: Verify wire transfers, escrow deposits, and payoff letters. Ensure all signed documents are stored and circulated appropriately.
  • Communications: Issue press releases and internal announcements. Host internal debriefs to clarify deal implications and next steps. Share FAQs to address employee and client concerns.

2. Financial & Tax Considerations

  • Tax Planning: Review capital gains implications and possible elections (e.g., 338(h)(10)). Optimize allocation of proceeds among trusts, estates, and investment vehicles.
  • Wealth Management: Establish an investment strategy for sale proceeds, factoring in liquidity, diversification, and risk tolerance. Revisit estate and philanthropic plans.

3. Operational Transition

  • Integration Roadmap: Define Day 1, Day 30, and Day 100 milestones. Align IT systems, compliance, and reporting frameworks.
  • Governance & Management: Clarify new reporting lines, identify key management for retention, and set up transition service agreements where necessary.

4. Employee Retention & Culture Integration

  • Retention Programs: Offer stay bonuses or performance incentives to key employees.
  • Culture Alignment: Host integration workshops to harmonize values and workflows between merging organizations. Use pulse surveys to monitor morale and engagement.

5. Customer & Partner Management

  • Customer Retention: Conduct proactive outreach to major clients to reassure them about service continuity. Offer transition incentives if needed.
  • Supplier & Partner Relations: Reaffirm contracts, introduce new leadership, and mitigate potential disruptions in the supply chain.

6. Legal & Compliance

  • Ongoing Obligations: Track escrow releases, earnouts, and indemnification timelines. Update registrations, licenses, and insurance policies.
  • Dispute Preparedness: Maintain a documentation log and standardized process for handling any post-closing disputes.

7. Long-Term Strategic Planning

  • For Sellers: Outline reinvestment strategies—whether in new ventures, passive investments, or philanthropic initiatives.
  • For Buyers: Execute synergy realization plans and monitor KPIs to measure integration success. Refine strategy as market conditions evolve.

8. Key Deliverables for Merit Investment Bank

  1. Post-Sale Communication Playbook – For employees, customers, and press.
  2. Tax & Wealth Planning Roadmap – Personalized for sellers.
  3. Integration Milestones Tracker – With Day 1/30/100 progress indicators.
  4. Retention & Culture Alignment Plan – Ensuring people continuity.
  5. Escrow & Earnout Monitoring Checklist – For legal and financial oversight.

Merit Investment Bank as a leading boutique investment bank is focused on entrepreneurial middle-market companies. Merit Investment Bank Executes sell-side M&A, buy-side M&A, and capital advisory services, debt and equity capital raises, corporate finance, and valuation services.

Securities offered through Finalis Securities LLC Member FINRA/SIPC. Merit Investment Bank and Finalis Securities LLC are separate, unaffiliated entities.

Latest posts

0 Comments
;