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...
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OUR VIEWS ON M&A
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...
STRATEGIES TO IMPROVE ACCURACIES OF A BUSINESS FORECAST
Forecasting a company’s future growth rate is an art rather than a science but… there are a few factors that can help educate assumptions...
WHY THE BEST PRICE MIGHT NOT ALWAYS WIN IN AN M&A TRANSACTION
A business Buyer doesn’t always have to pay the highest price to win the deal. Here are a few things that Sellers might value more than...
HOW TO BRIDGE A VALUATION GAP IN AN M&A TRANSACTION
Just because the Seller and Buyer are far apart on valuation doesn’t mean a deal can’t happen. Here are four options that I’ve used or...
DELIVERING SYNERGIES IN AN M&A TRANSACTION
Deal synergies are often a critical component of post-deal value creation for many acquisitions. However, they are also challenging to...
QUESTIONS TO ASK BEFORE PURSUING AN ACQUISITION
Pursuing a new acquisition can be a quick way to grow the core business or an existing investment platform. However, the process can also...
ADVANCE THE DEAL WHILE HAVING AN EFFECTIVE WORKING RELATIONSHIP WITH LAWYERS
As M&A professionals (on the business side), we work very closely with our legal counterparts to get deals done. The relationship is...
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