top of page

OUR VIEWS ON M&A


SELLING YOUR COMPANY TO PRIVATE EQUITY AS PART OF A ROLL-UP: WHAT YOU NEED TO KNOW
How PE Firms create value in a roll-up Private equity (PE) roll-ups have been picking up steam across multiple industries. Over the past...


BUYERS PAY MORE FOR WHAT THEY CAN'T REPLICATE
We’re often asked, “What’s my business worth?” While we use financial models like DCF and market multiples to run a quantitative...

WHY SELLERS THINK THEIR BUSINESS IS WORTH MORE THAN BUYERS DO... AND HOW THIS PLAYS OUT IN M&A
Imagine this... You buy a coffee mug in the store for $5. But when someone offers to buy it from you in the parking lot, you insist on...


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...
bottom of page