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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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M&A Trends in the Middle Market

While Fortune 500 companies and sexy startups often get more media attention, the middle market is a powerful force, made up of nearly 200,000+ businesses, or three percent of all U.S companies and one third of all U.S. jobs. Middle market companies typically have annual revenues of $10MM – $1B and may be private and […]

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Expect Longer Holds in Private Equity

Traditionally, private equity firms that specialize in company buyouts have followed a predictable timeline. The sponsor acquires a new company with the goal of selling it profitably after a three- to five-year holding period. Several experts in the industry are predicting that a significantly longer holding period may start to become just as common. Short […]

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How To Catch the Biggest Fish

Whether you have just started to explore selling your company or if you’ve been preparing to sell for a while, it is likely that you’ve daydreamed about catching the really big fish… a large buyer who will swoop in and instantly see the value in your business model and won’t balk at your asking price. […]

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2019 Rates: What to Expect and How to Prepare

In recent news, outlets are reporting that there may only be one interest rate hike in 2019, in part due to the partial shutdown of the U.S. government, which has left hundreds of thousands of federal employees without a paycheck. How do interest rate changes affect small to midsize business owners? If you’re a business […]

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