Experts Delivering

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 Once a Letter of Intent is Signed

When it comes to the merger or acquisition of your business, the letter of intent (LOI) plays a critical role in the success of the overall transaction. Although LOIs provide a framework of the deal, it does not mean it is a closed agreement once signed, and internal and external factors can often derail the M&A process.


What Increases to Capital Gains Tax Could Mean for Your Business Sale

With a new administration at the helm in the Oval Office, business owners contemplating selling their business in the near future will need to consider the impact of President Biden’s proposed increases to the capital gains tax before making any moves.


Exploring the Many Facets of an ESOP

Like many business owners, you want to retire someday. In addition, just about every business is looking for ways to improve employee engagement and retention. One ambitious and somewhat complex way to plan ahead, while also adding a benefit to employees, is by offering an employee stock ownership plan (ESOP). Establish a Trust An ESOP is a type of employee benefit plan, similar in many ways to a profit-sharing plan. To set up an ESOP, a company establishes a trust fund and contributes either new shares of its own stock or money to buy existing shares. The shares in the trust are ...


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

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.


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.