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OUR VIEWS ON M&A


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...


CONSIDERATIONS FOR CORPORATE CARVE-OUTS
Companies are sometimes approached by interested parties that want the company (i.e. “Seller”) to sell a segment because there is an...


GETTING APPROVAL FOR M&A DEALS
✔ For deal leads who are responsible for getting approval for M&A deals Or… ✔ For corporate leaders who are on the investment committee,...


HOW TO PLAN PROPERLY BEFORE DECIDING TO SELL A BUSINESS
Business owners who are looking to exit their business in the future can often do better longer-term planning to maximize value and...


A VALUE CREATION FRAMEWORK FOR M&A TRANSACTIONS
A number of studies have been showing that often, M&A deals destroy value instead of creating value. While there’s no magic formula to...


WHAT IS THE PURPOSE OF REPS AND WARRANTIES IN AN M&A TRANSACTION?
In an M&A transaction, the concept of reps and warranties is an important one to wrap your mind around. When negotiating deals earlier on...


WHEN A BUYER MIGHT NEED TO WALK AWAY FROM AN M&A DEAL
PERSISTENCE IN AN M&A PROCESS IS GREAT, BUT NOT AT ANY COST. It’s important to know when to push forward and when to back away from a...


DOING M&A DEALS DURING ECONOMIC UNCERTAINTY
In the middle of economic uncertainty, it’s tempting for companies to want to put M&A on the back-burner since “the future is uncertain”....


SANITY CHECKING A DCF VALUATION
A DCF (discounted cash flow) valuation is one of the most common valuation methods for both public and private businesses.. but its still...


VALUING BUSINESSES AND FORECASTING PERFORMANCE IN AN UNCERTAIN ENVIRONMENT
IN MOST ENVIRONMENTS, AND ESPECIALLY SO IN TODAY’S ENVIRONMENT, THE CHALLENGE FACING BUSINESSES IS TO FORECAST PERFORMANCE IN THE FACE OF...
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