M&A
Put Away Power: A Treatise on Deal Distribution & Deal Marketing
No part in the deal process is simple. From origination to closure the process is fraught with complexity. It is one thing to be able to source opportunities, quite…
June 30, 2016Insights
M&A insights & market research
Perspective on valuation, deal structure, and sector dynamics across the middle market — written for founders, owners, and investors.
M&A
Innovation in #InvestmentBanking�There are Pros and Cons
I just caught a BusinessInsider article outlining what we already knew: macro investment banking is having a bit of a rough year in 2016. The United States is…
June 27, 2016M&A
Deal Virtual Data Rooms Best Practices
While various virtual data rooms on the market differ in scope, complexity and price, in the most simplified form a virtual data room is nothing more than a…
June 26, 2016M&A
Why Investment Bankers are (or should be) among the world�s most prolific Project Managers
The last decade has seen a surge in the world of professional project managers. In most instances, project management (PM) methodologies are used for specific…
June 24, 2016M&A
Online Middle-Market Deal Matching
Welcome. This presentation is meant to give greater insight to one of the many features of Investmentbank.com . Here we will discuss the Deal Matching system .…
June 21, 2016M&A
Earnouts in Mergers & Acquisitions: Pitfalls & Difficulties to Avoid
We have spoken previously of the double-edged nature of most earnout agreements in M&A. While earnouts have some benefits, there remains difficulty in negotiating,…
June 18, 2016M&A
Problems to Avoid When Selling Your Business
When it comes to selling your business, you have to expect that your prospective buyer will conduct an extensive search of you and your company. With that due…
June 11, 2016M&A
Magical EBITDA Thresholds: Understanding How Profitability Thresholds Can Drive Greater Exit Value
When doing deals, size matters. Revenue matters, but from the prospective of business buyers , the size of a company's EBITDA is particularly important. Both…
June 4, 2016M&A
How Long Will it Take to Sell My Business?
Once one decides to sell a business , there is often great urgency to close a deal sooner rather than later. However, selling a business is an invariably slow…
May 27, 2016M&A
Triangulating Business Valuations Based on Market Multiples
In general, multiples boost the valuation of a business above a typical DCF (discounted cash flow) analysis. Hence, it is always helpful--and I would…
May 23, 2016M&A
Planning for a Liquidity Event
The following synopsis and link provide some great info on exit planning from the perspective of some of the financial planners at Morgan Stanley. The company in…
May 18, 2016M&A
What Keeps Business Owners Up at Night?
The following post comes to us from Tim Truebenbach and John Lee of Morgan Stanley's financial advisory practice . The views expressed here are those of the…
May 15, 2016M&A
Understanding and Leveraging the Power of Goodwill in a Business Acquisition
Many businesses underestimate the power of customer relationships today. In a world that is dominated and powered by technology and automation, it seems that human…
May 9, 2016M&A
The Three Main Concerns of Company Sellers
The nuances inherent in each transaction amass quickly. Without appropriate representation, a company seller can get inadvertently bogged-down in minutiae. While…
May 9, 2016M&A
Why Going Public is Not a Good Liquidity Strategy
We receive regular requests from small business owners looking for alternative liquidity options for their private company shares. In many instances, a company…
April 29, 2016M&A
Acquisition Financing: Securing Funding from Cautious Lenders
For prospective buyers, price is frequently a first and foremost concern. While a low price may signal a great deal, it can also be a sign of a business that is…
April 15, 2016M&A
"Platform" Defined: Why Most Applications Fail to Measure-Up
I have regular conversations with business owners and promoters--including fintech entrepreneurs --who consistently miscategorize what they have built as a…
April 10, 2016M&A
Equity Kickers: Pushing Your Deal Across the Finish Line
Bridging the gap between buyer and seller can be difficult, particularly when the gulf is wide. Numerous tools exist to help provide an incentive sweetener (much…
April 4, 2016M&A
Investment Banking Fees: The Complete Guide to Fees in Mergers & Acquisitions
Table of Contents + Introduction + Types of Investment Banking Fees + Retainer/Engagement Fees + Why Investment Banks Charge Up-Front Fees + How Much Should I Pay…
March 31, 2016M&A
Avoiding Seller's Remorse in M&A
Seller's remorse at some point in the business sale process is extremely common. Because many business owners often spend their lives building up their companies,…
March 30, 2016M&A
Investing in #PrivateEquity � What You Need to Know
Take a look at the historical data associated with private equity investing and you can see why investors consider it to be a worthwhile venture. When compared to…
March 27, 2016M&A
Preemptively Preventing Merger & Acquisition Transaction Failure
Over the next few years, thanks to aging and retiring baby boomers , an overwhelming number of businesses will likely be up for sale. This potential flood is sure…
March 21, 2016M&A
How to Prevent Value Attrition in Mergers & Acquisitions
While companies engage in M&A activity to increase profits, in reality, profit margins often decrease rather than increase following a merger or acquisition . How…
March 21, 2016M&A
EBITDA Does NOT Equal Cash Flow. Here's Why.
EBITDA (Earnings Before Interest, Depreciation, and Amortization) has become a standard tool in assessing a company�s valuation , ever since it started to be used…
March 19, 2016