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Significant Recent Decisions Relevant To Private Company M&A

JD Supra: Mergers

In navigating the complex world of private company mergers and acquisitions (M&A), understanding recent legal decisions is paramount. This white paper serves as a guide, distilling intricate court rulings into digestible insights for business professionals.

M&A 161
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Capstone’s John Dearing Shares Thoughts as Part of Strategic Growth White Paper

Successful Acquisitions

Capstone’s John Dearing Shares Thoughts as Part of Strategic Growth White Paper Capstone Partner John Dearing provided expertise and insight for a recent white paper published by America’s Credit Unions’ CEO Council. Prepare by developing your singular reason for pursuing a transaction,” he said. “If

Shares 111
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How AI Can Enhance M&A Deal Sourcing

Midaxo

Introduction: M&A deal sourcing is one of the most obvious and intriguing application areas that can be improved with AI tools such as ChatGPT. Download White Paper: How AI Can Supercharge M&A Deal Sourcing Historically, there haven’t been effective ways to proactively identify optimal times to approach targets.

M&A 130
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M&A Deals Face Additional Scrutiny under the FTC's New HSR Reporting Rules

JD Supra: Mergers

The historic changes fundamentally alter the HSR reporting landscape, shifting to more of a “white paper” approach, similar to that of ex‑U.S. On June 29, 2023, the Federal Trade Commission published a Notice of Proposed Rulemaking that would dramatically expand HSR reporting requirements. jurisdictions like the EU.

M&A 130
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How Will ChatGPT Change M&A?

Midaxo

The introduction of ChatGPT and GPT-4 marks a significant transformation in the way all types of ‘knowledge work’, including M&A and corporate development, will be carried out. For example, take the following prompt: “How could <company name> create value through M&A?”

M&A 130
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How AI Can Enhance PMI

Midaxo

Most corporate development and M&A professionals believe that rapidly evolving AI technology should be used with a fair amount of skepticism. However, when applied with thoughtfulness and caution, ChatGPT and similar AI tools could provide valuable support in the Post-Merger Integration (PMI) process.

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2021 – A Retrospective On Insurance Brokerage M&A

Sica Fletcher

As the advisory firm that executes by far the largest number of mergers and acquisitions transactions for insurance agents and brokers, and with our deep experience and contacts within the private equity community, we have a better vantage point on what is going on than most others. Or will the multiples decrease?