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OUR VIEWS ON M&A


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...


ROLE OF COMMERCIAL DUE DILIGENCE IN AN M&A PROCESS
Commercial due diligence (CDD) is often important to conduct in an M&A process when evaluating the commercial viability and...


HOW TO ENGAGE A PROSPECTIVE SELLER FOR A SUCCESSFUL DEAL
Acquiring a company is a delicate process and requires the right approach. Here are a few strategies to make the initial outreach and...


QUESTIONS THAT BUSINESS SELLERS SHOULD ASK A POTENTIAL BUYER
Buyers who are interested in acquiring a business usually have a long list of questions before they get to a non-binding offer, and more...


TOP FIVE LESSONS LEARNED WHEN HELPING ORGANIZATIONS PRIORITIZE STRATEGIC PROJECTS
Here are my top five lessons learned when helping organizations prioritize strategic projects. These have been both in the context of ➤...


DIFFERENCES IN SELLING YOUR BUSINESS TO A CORPORATE ACQUIRER OR TO A PRIVATE EQUITY BUYER
Companies looking to sell commonly run into two types of buyers: strategic buyers and financial buyers, like private equity groups...


IMPORTANCE OF A QUALITY OF EARNINGS (QOE) ASSESSMENT IN AN ACQUISITION
A QOE (quality of earnings) analysis is a very important part of the due diligence process when an acquirer is considering the purchase...


INVESTMENT DECISION ANALYSIS
When your company is looking to make investment decisions, certain types of analysis are helpful to run – to evaluate the investment and...


TOP 5 TAKEAWAYS FOR MAKING THE M&A DUE DILIGENCE PROCESS EFFECTIVE
DUE DILIGENCE (DD) IS A CRUCIAL STEP TOWARDS: 1) validating whether the buyer should move forward with an acquisition2) narrowing down,...
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