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Transaction Insight

Our investment banking team shares insight into the current mergers and acquisitions market, including buy- or sell-side expertise, financing or strategic advisory, and more. Start exploring them now!


Do’s and Don’ts of Real Estate in Your M&A Deal

[caption id="attachment_2833" align="alignright" width="175"] By Jennifer Mailhes, CPA - Managing Director[/caption] Owning and controlling real estate is often viewed as favorable in a merger or acquisition, but how it’s handled can either make or break your deal. On the upside, owning real estate can provide the seller transaction benefits such as offering flexibility in how it’s treated, using it as an option to help finance part of the deal or transferring wealth if planned in a timely manner. However, real estate can also be viewed as a liability if it is not being properly managed. Common real estate pitfalls often seen in the ...


Negotiating Your Letter of Intent in the M&A Process

Picture this – a buyer knocks on your door with what seems like an ideal offer and all you have to do is sign a letter to execute the deal. All too often M&A advisors see business owners sign a letter of intent (LOI) without seeking proper counsel, leaving little opportunity for negotiation, and often the seller in an unfavorable deal. The LOI can be the most important part of a deal and should be carefully designed so that the intent of both the buyer and seller is clearly defined, including what the seller is willing to sell for the proposed price and terms and what the buyer is willing to pay. Our M&A Advisors outline key items to include in an LOI before it’s signed.


4 Key Exit Considerations When Transferring to Insiders

Preparing the transition of your business can create different exit planning roadmaps depending on the state of your business or who’s at your final destination. Will it be a key member(s) of your management team or will you be succeeded by family? Regardless of your path, the main driver to make the transaction successful is beginning the planning process early to ensure the transition is clearly defined and properly communicated to all parties involved. When exploring options to transfer the ownership of your business internally, consider these four key factors.


3 Strategic Alternatives for Your Business

At any given point, a business basically has three strategic alternatives to consider – pursuing growth, restructuring to bring in more cash or selling the business – each has its own risks and rewards for the owner to consider. Managing Director Jennifer Mailhes further explores these options.


M&A in the New Tax Environment

While the impact of recent tax reform on the mergers and acquisitions market remains largely to be seen, it is expected to affect a multitude of factors in the sale of a business, from valuations, to negotiations, to how deals are structured.