Articles & Case Studies

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 successful transaction. While the technical aspects of M&A—such as valuation, negotiation, and due diligence—are fundamental, the relationship between advisors and clients often determines the ultimate success of a deal. This relationship hinges on trust, communication, and a shared understanding of goals and expectations throughout the process.

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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 highlighted the key factors for success, from understanding niche markets to focusing on company culture and the people behind the business. These insights offer valuable guidance for navigating the complexities of M&A in this space.

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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 decisions. In recent years, significant shifts in transaction volumes, deal sizes, and market dynamics have reshaped how firms approach M&A. These changes have been particularly noticeable in the private equity sector, where an increased focus on data and market trends is driving decision-making.

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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. However, an equally critical component is often overlooked: the people within the organization. The value of a company is deeply tied to its management team and employees, making them essential for maximizing business value and securing a successful sale.

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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 transactions require more than just technical expertise. The human side of deal-making is equally critical, as understanding and addressing the emotional dynamics at play can significantly influence the outcome of the transaction.

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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 traditionally been a challenging segment. It is characterized by a diverse and fragmented buyer pool, making it difficult for sellers to connect with the right buyers and for buyers to find suitable opportunities.

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