Notes from the institutional middle market.
Research, product notes, and observations from running the venue. Written by our team and occasional contributors.
Avoid M&A Failure! 8 Factors That Can Affect Your Transaction Closing
Mergers and acquisitions (M&A) can be a powerful tool for business growth, but they also present significant challenges. In fact, an astonishing 70% of failed deals are related to due diligence. To ensure the success of your next M&A transaction, it is essential to understand the factors that can affect closing.
Thinking of selling your company? 10 reasons business owners decide to sell
Selling a business that has required time, effort, and dedication can be a difficult decision. However, there are various circumstances that lead owners to consider this option. Understanding the motivations behind a sale can help other entrepreneurs anticipate their own needs and plan for the future.
The 5 Key Attributes to Win M&A Mandates
In the competitive world of mergers and acquisitions (M&A), standing out from the crowd and earning clients’ trust is essential for success.
Understanding M&A Fees
In the world of mergers and acquisitions (M&A), advisory fees are a crucial part of the transaction process. These fees compensate M&A advisors for their expertise and services in facilitating a successful deal. Two main types of fees are commonly used: engagement/retainer fees and success fees.
Managing Deal Flow: Keys to Success for a Professional Investor
In the competitive world of private equity, a professional investor’s ability to manage deal flow efficiently and strategically is essential for success. It’s not just about quantity, but about quality and alignment with the investment strategy.
Due Diligence Ready
Selling a company is a complex and often emotional process. While the final deal terms make the headlines, the real groundwork lies in meticulous preparation—specifically, getting ready for due diligence. A well-prepared company not only streamlines the process, but also maximizes valuation and reduces the risk of the deal falling apart. This article outlines the essential steps to ensure your company shines under the due diligence microscope.
Latin America: An Attractive Destination for Investing
Latin America is becoming an attractive destination for professional investors seeking to diversify their portfolios and access new growth opportunities. Despite the region’s challenges, there are economic, demographic, and sector-specific factors that make it an emerging market with high investment potential.
M&A Multiples in the Middle Market
Understanding valuation multiples is crucial for navigating the complexities of mergers and acquisitions (M&A) in the middle market. However, averages can be misleading without context. This article dives into data from recent transactions, highlighting the nuances behind average multiples across sectors and emphasizing the importance of looking beyond simple averages.