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This week’s M&A Access features Michael C. Gillette, Shareholder for Polsinelli. Gillette describes fraud carveouts in the context of M&A transaction documents and why sellers should pay attention to them. He also shares some steps that sellers can take to minimize the risk of post-closing fraud claims by buyers.
This week’s M&A Access features Bill McCalpin, CEO and Founder for DealWare Inc. McCalpin addresses the findings and analysis of the “2021 Q2 M&A Market Survey” from April through May. He will concentrate on the current level of deal activity, what industry sectors are the most active relative to the last six months, and much…
This week’s M&A Access features Peter Pang, Managing Partner for IPO Pang Xingpu Law Firm. Pang illustrates what makes M&A in Chinese markets different than what one might expect. He also highlights how regulations have brought clarity to the M&A world in China and more.
This week’s M&A Access features Brian Wendler, Principal for National Business Valuation Services. Wendler deciphers contingent or performance earnouts, as well as the difference between earnouts and purchase price adjustments. He also defines common financial metrics, including revenue and gross profits.
This week’s M&A Access features Aaron Zeid, Area Senior Vice President for Gallagher Specialty Products, Arthur J. Gallagher & Co. Zeid surveys the current state of the transactional risk market, highlighting its responsiveness to underwriting the COVID-19 pandemic. He also provides valuable advice on how reps and warranties insurance should be structured to provide the…
This week’s M&A Access features Anthony Bahr, Managing Director for Strategex. Bahr provides an overview of what a Net Promoter Score (NPS) is, its effectiveness, and much more surrounding it.
This week’s M&A Access features Christine Hollinden, Principal & Founder for Hollinden Marketers & Strategists. Hollinden pinpoints what small pivots made a big difference on businesses surviving the COVID-19 downturn, namely adopting and integrating technology. She also details how Hollinden Marketers & Strategists challenged clients to leave their comfort zones.
This week’s M&A Access features Christopher Swink, Senior Client Strategist | Private Business Advisory for BNY Mellon Wealth Management. Swink shares success stories of local businesses pivoting due to the pandemic and economic downturn. He also advises business owners to focus on strategy and details the benefits of engaging a wealth advisor early in the…
This week’s M&A Access features Scott McKenzie, CPA, Managing Director of the Transaction Advisory Services Practice for Baker Newman Noyes. McKenzie identifies specialized repair and trade businesses, including electrical and plumbing services, as opportunities for small business owners interested in ETAs, and reveals the potential risks when considering ETAs.
This week’s M&A Access features Michael Sluka, President, MJS Advisors. Sluka explains how the due-diligence process improves salability. He also goes in-depth about what should be done to increase the price from a seller’s perspective.
This week’s M&A Access features Joanne Baginski, Partner & Rocky Mountain Region Transaction Advisory Services Leader, Plante Moran. Baginski breaks down what value-added capital providers look for in their analysis—risks and opportunities. She also professes the key to minimizing risk is to diversify—companies should focus on diversifying their suppliers, products, and clients.
This week’s M&A Access features David Asmus, Managing Director, CKS Advisors. Asmus recalls what has surprised him during the pandemic-spurred economic downturn, including businesses retaining their strong values and the adaptability of companies to meet challenges. He also examines how advisors and intermediaries have fared over the past year and what steps stakeholders should take…
This week’s M&A Access features Peter Ryan, Partner & Co-Founder, Ryan & Wetmore PC. Ryan explains how the type of deals getting done has changed due to COVID-19, including more escrows and add-backs. He also pinpoints which industries have been the least volatile and which ones people should keep an eye on for investing, buying,…
This week’s M&A Access features Cheryl Aschenbrener, National Leader & Partner, Sikich. Aschenbrener explains what IT due diligence is and why firms should include it in their processes. She also delves into whether Quality of Earnings reports have changed due to the pandemic and what considerations M&A professionals should keep in mind moving forward.
This week’s M&A Access features Donna JW Hare, Senior Business Performance Consultant-MidMarket Solutions, Insperity. Hare goes in-depth about what a PEO is, including its purpose to attract and retain talent. She also articulates the advantages and potential liabilities of a PEO structure. You also won’t want to miss Hare’s insightful discussion of companies adjusting their…
This week’s M&A Access features Alan Pawlowski, Partner, Next Point. Pawlowski explains the importance of maintaining sufficient business and personal investments to meet one’s retirement cash-flow needs. He also contends M&A experts can help entrepreneurs understand value drivers and the steps needed to increase the overall value of the business.
This week’s M&A Access features Earl W. Swink, CPA, Swink Coplen & Company. He specifies how the CPA should be involved in the deal on the “front end” to achieve the most success. Swink also details how CPAs work with owners to get businesses ready for a potential future sale—CPAs need a five-year lead time,…
This week’s M&A Access features Silvana Capaldi, Founder & President, Ispirare Group. She breaks down the Tampa Bay market—successful businesses are pivoting to accommodate the pandemic and are not abandoning their marketing budgets. Capaldi also delivers advice to business owners moving forward.
This week’s M&A Access features Andy Greenberg, CEO, GF Data/Greenberg Variations Capital. He details GF Data analytics’s most interesting revelations, particularly the incredible resiliency of the M&A market and the overall economy. Greenberg also pinpoints the interplay between the deals that come to market and the debt support for those transactions as the most critical…
This week’s M&A Access features Ron Kerdasha, Managing Director/Regional Group Head, Fifth Third Business Capital. He advises what small and medium-sized businesses can do to respond to adverse challenges, including taking a diligent approach to hiring managers and advisors. Kerdasha also explains the benefit of utilizing asset-based lending centered around assets—receivables, inventory, equipment, or real…
This week’s M&A Access features Brett Hickey, Founder & CEO, Star Mountain Capital. He examines how a business’s goals and needs—strategic personnel, knowledge, relationships, and resources—are key factors to weigh when making an acquisition. Hickey also highlights what providers of this value-added capital look for in their analysis, including clear growth opportunities and middle market…
This week’s M&A Access features Richard Wright, Owner, Accounting Done Wright CPA. Under the incoming Biden administration, Wright advises business owners to expect an increase in the corporate tax rate. He also urges buyers to do their due diligence and ensure the seller has done everything needed to ensure the PPP loan is forgiven, while…
This week’s M&A Access features Bill Wiersema, Principal, Miller Cooper & Co. He examines the major provisions of the new stimulus and how the new round of PPP loans differ from the initial installment. Wiersema also covers the additional remedies that have become available to businesses due to COVID-19, including more access to relief and…
This week’s M&A Access features Rahsaan Freeman, CM&AA, Managing Director and Scott Lundt, CMAA, MSFE, Director-Corporate Analysis and Strategy of Freeman Lundt. Lundt addresses the importance of understanding leverage and the opportunities it presents in the lower middle market during these challenging times. Meanwhile, Freeman details strategies Freeman Lundt has in place to help uncover…
This week’s M&A Access features Robert Burger, Partner, B2B CFO®. Burger uncovers the two major considerations in deciding on an inside sale—the ability to run a business successfully and ensure continuity as well as a clear path to fund the transition. Burger also urges business owners to think through all considerations at the front-end of…
This week’s M&A Access features Allen E. Amun, President, Amun Industries. Amun articulates how IT contributes and preserves value in the integration process of an M&A deal as the “nervous system of modern business.” Amun also highlights the risks and threats buyers face if not accurately assessing a seller’s IT readiness, including “longer turnaround times…
This week’s M&A Access features Christopher Roden, Partner, Eagle Private Equity. Roden expresses how good leaders and management of small businesses have found little ways to innovate their businesses and practices in order to survive the pandemic. Also, Roden illustrates the role projected new policies may play in the recovery efforts.
This week’s M&A Access features Robert Hutchins, Founder, Ellavoz Impact Capital. Hutchins defines his firm as a social impact private management firm and discusses what that entails. Hutchins also explores the client benefits of this type of investment, including the ability to create sophisticated capital stacks that greatly reduce the dilutable portion of equity investors.
This week’s M&A Access features Jim Friesen MBA, CPA, CMA, CM&AA, Partner, Portage M&A Advisory. Friesen surveys the buy and sell sides in the lower middle markets. Also, Friesen covers what potential clients should know about the divestiture—a critical process that requires planning and having a strong “deal term.”
This week’s M&A Access features Kim Clark Pakstys, Board Member & Interim CXO. Pakstys outlines why M&A deals fail to reach their expected value, including poor identification of goals, leadership teams, and culture. Pakstys also details how to maximize success and value creation when making a deal.
This week’s M&A Access features Bryan Berent, Managing Partner, Blue River. Berent deciphers the activity on the buy-and-sell side—PE firms have “jumped back into the market with both feet.” Also, as an M&A advisor, Berent unveils hidden value drivers that make the most difference to clients, including management team stability, type of revenue, and more.
This week’s M&A Access features Ken Gorman, Director, Transworld Business Advisors – London South West. Gorman details how, despite the pandemic, now is the right time to sell your business in order to take advantage of the approximately $1.5 trillion in private equity that’s in search of good investments. As a broker, Gorman also describes what he provides…
This week’s M&A Access features Anthony Boschetto, Partner, KLR Outsourcing. Boschetto reveals which industries are succeeding during this economic downturn, including IT services, e-commerce, and emerging markets. Boschetto also explains how KLR’s strategic advisory outsourcing practice helps businesses reach their full potential through robust reporting and analysis that can help growth and manage cashflow.
This week’s M&A Access features Alan Schlotzhauer, CEO, 2717 Group. Schlotzhauer breaks down the current state of both the buy and sell side of the built industry, which includes increased deal scrutiny on behalf of the buyer and more creative solutions from the seller. In light of the pandemic, Schlotzhauer also highlights what M&A professionals should be focused…
This week’s M&A Access features Matt Bjonerud, CEO, Cerebro Capital. Bjonerud dives deep into the Main Street Lending Program (MSLP), which industries in the middle market are most interested in the program, and why. Bjonerud also covers alternatives for corporate borrowers seeking MSLP dollars.
This week’s M&A Access features Ross Schoenfeld, VP, Cross Keys Capital, LLC. Schoenfeld surveys the impact the pandemic has had on his clients and the M&A market in general, noting how valuations for resilient firms has remained steady. He also delves into how Cross Keys Capital, LLC spends considerable time in the onset of the engagement to understand…
This week’s M&A Access features Katharine Halpin, Founder & CEO, The Halpin Companies, Inc. Watch as Halpin reconciles with the 1999 KPMG report on why 83% of M&A transactions fail—expressing how the distraction of smartphones and ignoring the people aspect of transactions worsens statistics. Halpin also explains how leaders in emerging companies need to adopt “strategic think-time” to improve…
This week’s M&A Access features Donald H. Noble, CFO, VetCor. Noble explains how VetCor has sustained itself during the pandemic as a recession-proof business that launched new services to increase its revenue. He also delves into how remote means of communication such as video conferencing and social media have allowed the business to remain in…
This week’s M&A Access features Chuck Mohler, Founder & President, Eagle Corporate Advisors. Mohler discusses the impact COVID-19 has had on business owners in terms of transition planning, emphasizing how businesses with good capital structure are braced for the future. He also elaborates how his company, Eagle Corporate Advisors, can help businesses reach their goals…
This week’s M&A Access features Steve Nunn, CEO, Nunn Better Consulting. Nunn articulates how his firm finds new ways to solve old problems by utilizing a people-centric approach and focusing on staff onboarding and retention. Nunn also delves into the value of gauging the performance of management teams and management coaching in today’s new normal.
This week’s M&A Access features Philip J. Whitman, CEO & President, Whitman Business Advisors LLC. Whitman explains how his company’s business tool, Practice Growth Multiplier, helps clients generate significant bottom-line profits by adding new clients quicker. He also articulates what the biggest concerns are for his clients at this time.
This week’s M&A Access features Bob Colgan, SVP, Blacksail Capital Partners. Colgan breaks down the themes he has seen from borrowers and investment bankers since the June 30 mid-year mark, including how PPP money has given borrowers time to pivot in the new COVID-19 reality. Colgan also explains how lenders are genuinely open for business and how Blacksail…
This week’s M&A Access features Natasha Todorovic-Cowan, CEO, National Values Center Consulting. Todorovic-Cowan discusses how unraveling the people side of organizational problems leads to more successful deals. She also dives into how her research on leadership has led to a 50–300% increase in clients’ leadership capacities and more.
This week’s M&A Access features Keith Apton, Managing Director – Wealth Management, UBS. Apton breaks down what an ESOP is and why a business opts for it, particularly as a tax-efficient strategy and as a way to preserve business legacy. Also, Apton examines current trends in the marketplace including the partial sale.
This week’s M&A Access features Mark Arciero, Founder & CEO, INTERIM CEO and Private Equity Services. Arciero delves into scaling business, stabilizing an organization, and execution as what should be the primary focuses of businesses during the pandemic. He also pinpoints conservation of cash flow, reducing cost, and maintaining profitability as creative techniques for companies to sustain profitability.
The latest edition of M&A Access features Cynthia Spigel, Owner & Consultant, Spigel Strategies & Solutions, LLC and Mike Palm, Director, Charter Capital Partners. Spigel explains how human capital makes or breaks a deal—a preview of her upcoming Summer Conference panel discussion, “The Human Side of Due Diligence: The Business of People”—along with the tools and processes that can be…
This week’s M&A Access features Jesse Abercrombie, Financial Advisor, Edward Jones and Mike Ertel, Managing Director, Transworld M&A Advisors. Abercrombie examines the shifts in clients’ strategies due to COVID-19 and what business owners should be focused on during these uncertain times. Meanwhile, Ertel explains how viewers can become engaged with the M&A initiative—Campaign for Clarity—by supporting legislation and rendering…
This week’s M&A Access features Bill McCalpin, CEO and Founder, DealWare Inc. McCalpin delves into the market survey AM&AA conducted and what it revealed about how COVID-19 has affected the M&A market as well where the market is headed in the future. The overview illustrates actionable data and industry-specific insights produced from the report. The robust impact of…
This week’s M&A Access features Teresa Cherry, Principal, Family Wealth Collective and Paul Evans, Director, CRI Capital Advisors. Cherry advises what businesses and owners should be focused on to end the year successfully—notably sound tax advice—and how the Family Wealth Collective helps move deals along. Meanwhile, Evans analyzes current deal trends under LOI and the…
This week’s M&A Access features Robert Rough, Managing Director, Telos Capital Advisors and Steven Kerrick, Partner, Advisory Services Team Leader, MCM. Rough illustrates what companies should expect if they decide to restructure following COVID-19 as well as how the uncertainty of PPP loans is impacting the process. Meanwhile, Kerrick explains how MCM’s COVID-19 resource center has helped its…
This week’s M&A Access features Walker Deibel, Founder, Acquisition Lab, and Pat Combs, SVP Consulting, Teamalytics. Deibel, author of the entrepreneurial guide Buy Then Build, uncovers the positive aspects COVID-19 is having on M&A dealmaking, including a focus on online business transactions as well as how his new company, Acquisition Lab, is granting clients access to exclusive ETA curriculum. Meanwhile, Combs…
Businesses now are in survival mode. Bill Loftis, Managing Partner, Blue River and Beau Bourque, VP- Business Development, AIM Business Capital appear on this episode of M&A Access to discuss the impact on future revenue streams and future opportunities.
In the midst of a pandemic, businesses may need to take pause. In this episode of M&A Access, Chris Dalton, a Partner in Transaction Services with BKD. and Doug Robbins, the President of Robbinex Incorporated discuss the long-reaching implications of COVID-19, including how businesses can prepare for the aftermath.
In this episode, M&A Access brings you insights from Jon Finger, a Partner at McGuireWoods. Also featured is Lindsey Wendler and John O’Neill, Managing Directors at NTA Riverbend. These experts shine some light on the more optimistic data in the M&A space, including the ongoing transactions and the opportunities for various businesses.
Getting through the current crisis will take extra precautions. In this episode of M&A Access, David Asmus, Managing Director of CKS Advisors, and Jim Frazier, CEO of Program Insurance, Incorporated discuss how to protect your clients and your employees working from home.
Now is a time to prepare to come out of this pandemic stronger. In this episode of M&A Access, Terry Hannafin, Managing Director of Carter Morse & Goodrich talks survival plans for the mergers and acquisitions industry in a pandemic. Also featured is Victor Bloede, Managing Director of Transitus Capital. Bloede discusses changes in investment…
In this M&A Access videocast, M&A Access will be bringing you insights from Nancy Stone, Founder of Stone Strategic Management, and Taylor Devine, Founder and Managing Partner of The CDI Group. The COVID-19 crisis impacts everyone, and Stone discusses how the crisis can impact employees. How can leaders curb the stress of their employees? Later,…
Colleagues, We have been here before. In times of crisis and in times of challenge—each and every time—we have found a way to preserve and support one another. At AM&AA, we want you to know that we are here for you and we will continue to support the industry in every way that we can.…
How are companies looking to move forward after the COVID-19 crisis? In this episode of M&A Access, Luis de la Prida, Managing Partner, The NYBB Group and Christine Hollinden, Founder, Hollinden | Marketers + Strategists discuss their current biggest concerns. First, de la Prida shares his optimism for certain deals that are still moving forward,…
Bill Wiersema, Principal with Miller, Cooper & Co. and Joshua Bobich, Associate with Ballard Spahr will be sharing their thoughts on federal small business provisions and client relationships. Wiersema will discuss the $350 billion business provisions and how companies can use the current crisis to strengthen their business. Then, Bobich will discuss renegotiations and service…
M&A Access will bring you critical insights from Jeff Getty, the Managing Director at Key Bank and Eric Heath, VP of The Tenney Group. First, Jeff Getty discusses retention strategies and legal practices in this critical time. Find out how to keep your business attractive for a buyer. Next, Eric Heath discusses the current “wait…
In this inaugural edition of M&A Access, we’ll bring you critical insights into both how our industry is responding to the current health crisis and how top executives are addressing the simple challenges of getting business done. First, Chris Blees, President and CEO of BiggsKofford, discusses the stimulus package included in the CARES Act, and…