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Merit Investment Bank Guides Herco Jewelry Company in Sale to Quality Gold
M&A, Owner Considerations, Case Study, Merger and Acquisitions, 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...
Outlier Outcomes Part 1 — Differentiation and Growth Rate
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...
Outlier Outcomes Part 2 — Consistent Profitability and a Defensible Pro-Forma
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...
Outlier Outcomes Part 3 — Good Positioning and a Favorable Tailwind Sector
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...
NWWI / Mountbleau & Associates – Case Study
Merit Investment Bank & Co. advises Northwest Woodworks Inc. on its sale to Montbleau & Associates LLC, a portfolio company of Crescendo Capital Partners LLC. Client Overview Northwest Woodworks Inc. is the premier provider of highly customized commercial...
Merit Investment Bank Advises A Advanced Septic & Construction Services on Its Generational Transfer and Recapitalization
Private Equity Recapitalizations, Press Releases
Merit Investment Bank & Co., a leading middle-market investment bank, is honored to have served as exclusive financial adviser to A Advanced Septic & Construction Services in its sale to management. Headquartered in Auburn, Washington, A Advanced Septic &...