OUR VIEWS ON M&A

FOUR PHASES TO SUCCESSFULLY DIVEST A BUSINESS SEGMENT

HOW SHOULD YOU PLAN FOR A SUCCESSFUL SALE PROCESS FOR A BUSINESS SEGMENT? Corporate carve-outs (selling a part of the business rather...

NEGOTIATING A SELLER-FRIENDLY EARNOUT FOR YOUR BUSINESS SALE

You've spent years building your business, pouring in sweat equity to reach this pivotal moment - the sale. You're ready to move on to...

FUNDING YOUR M&A GROWTH AMBITIONS

M&A can propel an acquirer's growth and expand its market reach quickly. However, these transactions often require significant capital...

WHEN DOING A DEAL, WHAT’S AT STAKE IF YOU DON’T READ BETWEEN THE LINES OF AN LOI?

An LOI is a critical document when selling your business. It outlines the key terms and conditions that the buyer is proposing for the...

HOW NOT TO MISS THE FOREST FOR THE TREES IN DUE DILIGENCE

Before making an investment or closing on an M&A deal, conducting due diligence on the target is a critical step. There are many levels...

HOW TO GET BETTER AT EVALUATING DEALS

Do you find yourself or your team spending hundreds of hours evaluating deals that seem to go nowhere? Or… Are involved in deal review...

WHAT IS PROGRAMMATIC M&A?

If you’re a CEO or deal lead pursuing inorganic growth, learn more about “programmatic M&A” What is programmatic M&A? It’s doing a series...

COMMON RISKS IN M&A AND HOW TO MITIGATE THEM

Poorly planned and executed M&A transactions could introduce significant risk to both the buyer and the target shareholders. These are...

TOP THREE REASONS WHY INVESTORS DON’T INVEST IN BUSINESSES

Investors (VC / PE, corporates) are continuously scanning the market to find the right fit targets to either acquire or invest in. Here...

PROGRAMMATIC M&A

Programmatic M&A is emerging as a trend to watch, among companies pursuing inorganic growth. 1) What is programmatic M&A? It’s doing a...

BASICS OF BUSINESS VALUATION

What is the business worth? This is a common question I get both from: ✅ Companies looking to grow by investing in or buying a business...

EARNINGS ADJUSTMENTS

Earnings Adjustments are a common concept encountered in most private company M&A or investment deals. ✅ If you’re a buyer or an...

MAINTAINING A STRONG DEAL PIPELINE FOR YOUR ORGANIZATION

Do you have a deal pipeline list that is 20-30 names long (or more) but that doesn’t seem to ever shrink? Or Have added companies to the...

HOW SHOULD YOU DILIGENCE AND VALUE COMPANIES AMID FEARS OF A MARKET DOWNTURN?

For companies or investors looking to make acquisitions or investments … how should you diligence and value companies amid fears of a...

SHOULD YOU SELL TO A STRATEGIC BUYER OR A FINANCIAL BUYER?

For business owners and CEOs looking to sell a business: Should you sell to a strategic buyer or a financial buyer? Every business and...