News/Articles
Your gateway to in-depth insights and real-world success stories in mergers and acquisitions. Dive into our curated content to discover proven strategies, innovative approaches, and current trends that have driven remarkable business transformations.
PAX Corporate Finance Joins Global M&A Alliance
Cornerstone International Alliance Focused on Serving Lower Middle Market We are delighted to announce that PAX Corporate Finance has joined…
Strategic Exit Planning: Preparing for the Silver Tsunami
The landscape of business ownership is shifting as baby boomers approach retirement, creating a surge in ownership transitions known as…
Growing, Scaling, and Selling a Business: Key Insights for Maximizing Enterprise Value
In the world of mergers and acquisitions (M&A), business owners often face critical decisions about growth, valuation, and exit strategies….
The Critical Role of Insurance and Risk Management in M&A Transactions
Mergers and acquisitions (M&A) are among the most complex and high stakes endeavors in the business world. For sellers, the…
The Strategic Role of Tax Planning in Business Transitions
Effective tax planning is a cornerstone of successful business transitions, especially for owners preparing for a sale or other significant…
The Power of Referral Networks in M&A and Professional Services
Referral networks play an indispensable role in business development, particularly in industries like mergers and acquisitions (M&A) and professional services,…
The Importance of Virtual Data Rooms in M&A Transactions
In today’s dynamic mergers and acquisitions (M&A) landscape, the role of virtual data rooms (VDRs) has evolved into a cornerstone…
The Evolving Landscape of Software M&A: Insights and Strategies
The software industry continues to experience exponential growth, driven by rapid digitization and increasing reliance on technology across sectors. As…
Scaling a Successful Business
The journey of building a thriving business is a blend of innovation, resilience, and strategic planning. In the competitive beverage…
From Scaling the Business to Selling It
The marketing services industry has witnessed significant transformations over the years, driven by rapid innovation, evolving consumer demands, and increasing…
Demystifying Search Funds & Acquisition Entrepreneurs
The world of entrepreneurship is evolving, and acquisition entrepreneurship is becoming a compelling path for individuals looking to own and…
Industry Specialization & The Outdoor Recreation Industry
Industry specialization often makes the difference between a deal that merely concludes and one that excels. Drawing on deep insights…
Predictable Referrals
In the highly competitive world of mergers and acquisitions (M&A), securing reliable and high-quality referrals can be the distinguishing factor…
Persevering Through Adversity
Success is more than an external achievement; it’s a personal journey aligned with authentic values and aspirations. Rather than seeking…
Importance of “family office” services
Wealth advisors play an essential role in M&A transactions, particularly in the strategic financial planning that occurs before, during, and…
Alignment Between Advisor and Clients
In the dynamic world of mergers and acquisitions (M&A), alignment between advisors and clients is a critical component of a…
Boldness Can Be Learned Faster Than You Think!
Boldness plays a pivotal role in both entrepreneurship and M&A negotiations, shaping how individuals navigate challenges, seize opportunities, and foster…
Selling a manufacturing company; from a buyer & advisor
Mergers and acquisitions (M&A) in the manufacturing sector present unique challenges and opportunities, requiring a nuanced approach. Industry experts have…
The Evolution of M&A: Data-Driven Insights and Strategic Adaptations
The mergers and acquisitions (M&A) landscape continues to evolve, with data-driven insights playing a critical role in shaping strategies and…
The Importance of People & Teams in a Transition
When it comes to selling a business, much of the focus is often placed on financials, market positioning, and profitability….
Reps and Warranties and Why You Need to Know About It
In mergers and acquisitions (M&A), the inclusion of reps and warranties is a key aspect that helps safeguard both buyers…
The Importance of Hiring the Right People
In the highly competitive mergers and acquisitions (M&A) industry, success is determined by much more than financial expertise and negotiation…
How and When to Sell a Technology Company
In the fast-paced world of technology, timing and strategic positioning are critical for companies seeking to maximize the value of…
Humanity & Deal Making
Mergers and acquisitions (M&A) are often viewed through the lens of financial data, valuations, and legal frameworks. However, successful M&A…
The Rise of New Buyer Platforms in the Lower Middle Market
In the dynamic world of mergers and acquisitions (M&A), the lower middle market—businesses valued between $1 million and $50 million—has…
Planning for Long-Term Value Creation
The value creation mindset is essential for business owners looking to maximize their company’s potential in the mergers and acquisitions…
Thesis Approach to Personal Relationships
In the dynamic world of mergers and acquisitions (M&A), the art of deal-making goes beyond numbers and valuations. It is…
Scaling Up for a Successful Business Exit
A successful business exit is not merely about finding a buyer; it’s about preparing the business to operate independently of…
Expanding Your Network: Key Bank Contacts for M&A Advisors
In the ever-evolving world of mergers and acquisitions (M&A), advisors are constantly seeking ways to expand their network and establish…
Who Are the Influencers in Your Life?
In the context of both personal and professional relationships, viewing every influencer as a PILLR—where each letter stands for Pays…
Transparency and Ugliness
In the intricate world of mergers and acquisitions (M&A), transparency is a cornerstone of successful transactions. As an M&A advisor,…
Factors to Consider When Advising a client to Sell
In the dynamic world of mergers and acquisitions, deciding the right time to sell a business is a complex yet…
How to Catalyze Your Company to Appeal to Buyers
In the realm of mergers and acquisitions, preparing a company for sale requires strategic foresight, meticulous planning, and tactical execution….
Reps and Warranties Insurance in Modern M&A Transactions
In the complicated world of mergers and acquisitions (M&A), the use of Reps and Warranties insurance (RWI) has become a…
Goodwill: What is it, and how will it affect my deal?
What is goodwill? You’ve probably heard the term; you might’ve even used it. Depending upon the speaker and their industry,…
Why Selling Your Business Yourself Sounds Simple, But Almost Never Is
The decision to sell a business is a major event. For many business owners, they’ve spent years building a professional…
