Blog

What Hampers Business Value in a Deal

The lower middle market isn’t what it once was. It’s getting more sophisticated regarding M&A, though both business owners and advisors continue to make classic mistakes surrounding building and measuring value.

Filed under investment bank, investment banking

5 Benefits of Hiring an Investment Banker

Investment banks fill critical roles in middle-market mergers and acquisitions. These transactions can be highly cumbersome, making them difficult for owners to navigate.

The Most Common Reasons Owner Transitions Fail

Most business exits are unsuccessful, or at least fail to fully realize their potential value. The problems often begin with the owners, but can extend down the chain, affecting ...

How to Cultivate Resilience During the Pandemic

The M&A market has contracted significantly. Deal volume during the first quarter of 2020 dropped to a seven-year low, with valuations down 33 percent compared to 2019.

An M&A Checklist During COVID-19

Businesses face a wide range of challenges, from supporting employees and expanding their business model to just remaining operational.

Strategies for Effective Sell-Side M&A Negotiation

The ability to successfully negotiate a deal can be the difference between a successful M&A transaction or a failed one.

Filed under investment bank, investment banking

What to Do About an Unsolicited Offer to Buy Your Business

About a third of business owners receive an unsolicited purchase offer each year. If you received such an offer, what would you do? I

M&A: Strategies for Making a Transaction Work

The mergers and acquisitions market is on fire, presenting a myriad of opportunities for lucrative synergies.

Filed under investment bank

Why Owners Need to Stop Treating EBITDA and Cash Flow as Synonymous

While most investment bankers and M&A advisors are mindful of the difference, some business owners need a reminder. EBITDA gained popularity as the LBO industry arrived in the 1980s.

Filed under m&a, EBITDA, investment bank

Exit Planning Tips to Position Your Business for What’s Next

The failure to develop and continuously revise a business exit strategy can be a huge mistake for a business owner. Exit planning should begin when your business does. This plan will support you to keep your business moving in the right direction.