How2Exit

MAY 6, 2024

b' E209: Building Bridges, Closing Deals: Mastering Rapport & Zero Down Strategies w/ Matt Bodnar - Watch Here rn rn About the Guest(s): rn Matt Bodnar is recognized as a rising star in the mergers and acquisitions space. The conversation aims to unravel the strategic nuances of deal-making from Matt's experience.

Mergers and Acquisitions 130

Mergers and Acquisitions Middle Market Acquisitions Business 130

Sun Acquisitions

JUNE 15, 2023

Sun Acquisitions is pleased to announce the acquisition of Redi-Tag Corporation from Identity Group by its Buy-Side client TOPS Products. Sun Acquisitions’ Buy-Side Services clients’ benefit from a targeted, proprietary search which avoids competitive auction processes.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

How2Exit

JULY 23, 2023

Visit [link] Key Takeaways: Focus is important in the mergers and acquisitions space to ensure the best outcomes. Education and training for both sellers and buyers are crucial in the market. Corporate acquirers have advantages in terms of trust and the ability to execute acquisition strategies.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

iMerge Advisors

APRIL 10, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Focus Investment Banking

MARCH 3, 2024

Private Capital Markets is the first book to present a theory of how the private markets work at the lower end of the middle markets. Slee’s theory of middle market finance is based on empirical evidence, or real world observed activity. And that’s all it took to become an investment banker. Don’t wing it.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 52

Focus Investment Banking

SEPTEMBER 24, 2023

Safeguarding Employee Interests after Selling When selling a business, it is crucial for the seller to prioritize the welfare of their employees during the negotiation process. During the negotiation phase, sellers should clearly communicate their expectations about employee welfare to potential buyers.

Business 52

Business Mergers and Acquisitions Negotiation Sale 52

What's Market

AUGUST 29, 2022

Market Trends: What You Need to Know As shown in the American Bar Association's Private Target Mergers and Acquisitions Deal Points Studies: Indemnity escrows are consistently seen in about two-thirds or more of reported transactions.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Insurance 52

Focus Investment Banking

JUNE 5, 2023

Mergers and acquisitions (M&A) can be a great way for businesses to expand their operations, enter new markets, and increase profitability. In M&A, working capital is often a significant area of negotiation between the buyer and the seller.

M&A 52

M&A Capital Management Mergers and Acquisitions 52

Focus Investment Banking

OCTOBER 2, 2023

Private equity firms will continue to be interested in this space, and many times try and approach tire dealers directly so they have the upper hand in negotiations. With a lifetime spent in is family’s automotive business, he now advises and assists privately held middle market auto aftermarket companies with mergers and acquisitions.

Private Equity 52

Private Equity Equities Mergers and Acquisitions Profitability 52

What's Market

AUGUST 15, 2022

Market Trends: What You Need to Know As shown in the American Bar Association's Private Target Mergers and Acquisitions Deal Point Studies: The use of separate escrows for purchase price adjustments has been increasing on a fairly steady basis since 2007 (with a slight dip in 2021 from a 2019 high).

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Acquisitions 52

What's Market

SEPTEMBER 6, 2022

Market Trends: What You Need to Know RWI is an increasingly important feature of private company merger and acquisition transactions. Every other year since 2005 the ABA has released its Private Target Mergers and Acquisitions Deal Points Studies (the “ABA studies”).

Insurance 52

Insurance Mergers and Acquisitions M&A Mergers 52

What's Market

OCTOBER 18, 2022

When full disclosure representations are included in mergers and acquisitions (M&A) agreements, they are almost always alongside, and rarely seen in the absence of, a 10b-5 representation. The choice of provision to be included depends on the relative negotiating strength of the parties. Observations.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

What's Market

SEPTEMBER 26, 2022

Market Trends: What You Need to Know As reflected in the American Bar Association's Private Target Mergers and Acquisitions Deal Points Studies: “Knowledge” is now almost always defined in private company transaction agreements. The parties must still negotiate the scope of the seller's knowledge.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

What's Market

AUGUST 22, 2022

Introduction In merger and acquisition (M&A) transactions, the definitive purchase agreement, whether asset purchase agreement, stock purchase agreement, or merger agreement, typically contains representations and warranties made by the seller with respect to the target company.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Insurance Mergers 52

Focus Investment Banking

JULY 9, 2023

Mavis, on the other hand, continues its impressive growth trajectory via acquisitions. It is easy to assume that there were ongoing discussions between TBC and Mavis since then, likely revolving around further store acquisitions and long-term supply agreements. From Mavis’ perspective, this acquisition is a no-brainer.

Mergers and Acquisitions 52

Mergers and Acquisitions Retail Profitability Investment Banking 52

What's Market

OCTOBER 3, 2022

Market Trends: What You Need to Know As reflected in the American Bar Association's Private Target Mergers and Acquisitions Deal Point Studies: Mergers and acquisitions (M&A) purchase agreements almost universally include a “no undisclosed liabilities” (NUL) representation.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Acquisitions 52

What's Market

OCTOBER 11, 2022

Market Trends: What You Need to Know According to the American Bar Association's nine Private Target Mergers and Acquisitions Deal Points Studies, the use of stand-alone indemnities in reported private company M&A transactions has increased from 69% in its 2007 study to 96% in 2021. The chart below shows this trend.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Focus Investment Banking

MAY 22, 2023

Speaking to an experienced M&A CPA ahead of time can save headaches during the negotiation process and potentially millions in taxes owed. With a lifetime spent in is family’s automotive business, he now advises and assists privately held middle market auto aftermarket companies with mergers and acquisitions.

Business 52

Business M&A Sale Valuation 52

What's Market

SEPTEMBER 12, 2022

Introduction Disclosure schedules are a common component of an M&A purchase agreement (whether a stock purchase agreement, asset purchase agreement, or merger agreement). These trends are reflected in the American Bar Association's Private Target Mergers and Acquisitions Deal Points Studies (the ABA studies), which cover U.S.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal. The buyer has all the leverage.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Cooley M&A

DECEMBER 3, 2019

Over the last decade the use of R&W insurance in merger and acquisition transactions has grown exponentially. In its basic form R&W insurance covers breaches by the seller or target of their respective representations and warranties in the acquisition agreement up to a policy limit. an ARR or MRR multiple). Conclusion.

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

What's Market

SEPTEMBER 19, 2022

Market Trends: What You Need to Know “Sandbagging” concepts are often the subject of intense negotiation in M&A transactions. Sandbagging & Anti-Sandbagging Trends Every other year since 2005, the ABA has released its Private Target Mergers and Acquisitions Deal Points Studies.

M&A 52

M&A Mergers and Acquisitions IT Insurance 52

Focus Investment Banking

OCTOBER 30, 2023

And by the way, this valuation is always negotiated. But we are negotiating a price just like any other transaction. And the trustee will get in the middle of that decision.” For a middle market company, that is somewhere between $50,000 and $100,000 annually. Those appraisals are generally reasonable.

Debt 52

Debt Retail Business Private Equity 52

Devensoft

MAY 26, 2023

In the world of investment banking, mergers and acquisitions (M&A) is a key area of focus. Successful investment bankers can effectively navigate the complexities of the M&A process, from identifying potential targets to negotiating deals and closing transactions.

M&A 52

M&A Investment Investment Banking Banking 52

Lake Country Advisors

JANUARY 13, 2025

Whether you’re a small business owner or managing a middle-market company, aligning with the right expertise can make all the difference in your transaction’s success. An M&A advisor is a specialized professional who guides businesses through the intricate mergers and acquisitions process.

Broker 52

Broker M&A Business Negotiation 52

iMerge Advisors

APRIL 12, 2025

This structure is more common in lower middle-market deals and is often preferred by buyers for its tax benefits and liability protection. Disagreements over allocation can become a sticking point in negotiations. Asset Sale: The buyer purchases individual assets (e.g., codebase, customer contracts, IP, goodwill).

Business 40

Business Sale M&A Capital 40

Mergers and Inquisitions

MARCH 19, 2025

But customer acquisition costs via Google and Facebook ad campaigns have risen over time and eaten into margins, so building a brand is still difficult. Industry Consolidation Between 1990 and 2020, market concentration in sectors like food retail in the U.S. appeared first on Mergers & Inquisitions.

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59