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Critical Vocabulary for a Great Deal Structure

Deal structuring, or the process of creating a deal structure that is suitable to both the buyer and the seller, is a defining step in every acquisition or merger. If you are new to the process, it helps to be familiar with some basic vocabulary. We have pulled together this short cheat sheet to help […]

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The Pros and Cons of Investing in Opportunity Zones

Want to get an equity investors attention? Say the words “no capital gains tax” and there is a good chance you’ll earn instant eye contact. Or at least that is what legislators were banking on when they drafted the Investing in Opportunity Act. What is the Investing in Opportunity Act? The Investing in Opportunity Act […]

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When Buy-and-Build Works, And When It Doesn’t

As we have written before, buy-and-build strategies are popular in the private equity world right now. But they don’t work every time. Let’s take a look at what makes a “good” or “bad” buy-and-build approach. An example of success When Investcorp acquired Chicago’s Berlin Packaging for around $410 million in 2007, it was already a […]

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4 Reasons Why Most Business Transactions Are About More Than Price

Selling a business is rarely simple. But selling one that you built from the ground up can feel particularly nuanced. Valuation is certainly a critical part of the selling process, but it isn’t the end of the story. There are other elements that factor into a sale beyond the final sale price. 1. People A […]

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Four Things To Know About Buy-and-Build Strategies

So called “buy-and-build” strategies are popular right now. Let’s define that approach and why it is exciting to many in the Merger & Acquisitions world. Generally speaking, a buy-and-build strategy refers to the buying of a platform company with a well-developed management team and infrastructure, and then using those assets to acquire multiple add on […]

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Our Approach to the M&A Process

Sometimes, owners who are thinking about selling their middle market business will consider managing the sale on their own, relying their internal team and existing attorney and accountant relationships. At first glance, this may seem doable… but most discover that they need the expertise, support, and extra staff power that a partner who specializes in […]

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Understanding the Importance of an LOI

One of the first and most critical steps in selling or acquiring a company is the Letter of Intent. It is one of the first opportunities for mistakes to be made. Let’s take a look at why LOIs are so critical to your success in completing a transaction. What is an LOI? Almost exclusively used […]

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How to Position Your Middle Market Company to Last for Generations

Some entrepreneurs start their businesses with dreams of eventually selling to a larger company, enjoying the payout as part of their retirement or using it to fund their next venture. Other business leaders dream of something longer lasting – a business that will live beyond them and last for generations to come. Seeing that dream […]

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Celebrities Who Excel at Investing

There is no question that some celebrities excel at making money, but not all of them do it solely in Hollywood. 2019 has brought us a 22 year old celebrity as the world’s youngest self-made billionaire, not from music or movies, but from her own makeup empire. And while some celebrities are more public about […]

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So You Want to Attract an Investor to Your Company

When an owner starts to think about selling their company, they don’t dream about being on the market for years or about knocking on doors for the right buyer. Instead, we all dream about the day when the perfect buyer shows up in our lobby begging for a meeting. For most companies, the reality is […]

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