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September 15, 2023

4 Tips For Preparing To Sell Your Business

By Adam Burroughs

Northern Lakes Capital partner Joel Grebenick share what sellers should consider when thinking about an exit.

August 10, 2023

Fit Matters More Under Increasing Deal Scrutiny

BMO Capital Markets' Dan McIntosh on how changing market conditions mean finding the right fit is the key to success.

May 19, 2023

Renewed Focus On Estate Tax As Law Reverts

The landscape of estate tax planning is set to undergo a significant change in the coming years, as the estate tax exemption is set to revert to pre-2018 levels at the end of 2025. This means that

May 12, 2023

Estate Tax Planning Considerations for Contemplated M&A Transactions

The landscape of estate tax planning is set to undergo a significant change in the coming years, as the estate tax exemption is set to revert to pre-2018 levels at the end of 2025. This means that

April 21, 2023

Sellers Must Believe In Their Projections

Foundation Wellness CEO Sean Williams on message control and the importance of believing in what you're selling.

April 21, 2023

The Importance Of A Good First Impression

Blank Rome's Louis Rappaport on best practices for gaining the upper hand in deals done in a highly competitive environment.

April 6, 2023

Changing Deal Conditions Require Buyer, Seller Adjustments

Babst Calland Attorney at Law Kevin Wills on how deals are being affected by economic headwinds and what both buyers and sellers are doing to keep deals flowing.

March 31, 2023

How To Smooth Out The Deal Backend From The Frontend

Priiva Consulting Corporation's Bill Forquer and Stewart Title Group's Sean Stoner on best practices designed to create a smoother process and more successful deals.

January 27, 2023

The Impact Of Tax Structuring On A Deal

There have been times when tax issues had significant implications on deals for David Bovenizer, CEO of Lionheart Industrial Group LLC. Recently, he says, his company was trying to acquire a strategic target in the aerospace and defense sector. It was a good strategic match for the business, but the company had a lot of the hallmarks of a smaller company, including a lack of tax planning. It was a single individual owner C-corp, which meant there were fewer structuring options for a deal. And they also had issues such as a history expensing all their purchases and no inventory accounted for on the books.

December 9, 2022

Chris Whelan On Selling Health Express Urgent Care

Health Express Urgent Care Owner Chris Whelan on selling his business to South Shore Health System.

December 9, 2022

Value Proposition Tops List In Battery Solutions' Deal Prep

Battery Solutions CFO Craig Fishel on preparing for his company's sale earlier this year to Retriev Technologies.

November 4, 2022

The Value Of Preparation Before Liquidity Events

JBC Technologies' Joseph Bliss, Proformex's Lou Schneeberger, BNY Mellon Wealth Management's Ronald Ambrogio and BDO's Robert Berdanier on the value of preparation before liquidity events.

October 21, 2022

Diligence Your Buyer

Peter Bowe and Barbara Stewart Foundation's Peter Bowe, along with 7th Street Advisors' Andy Cohen and Slate Capital Group's Parker Davis, on the importance of evaluating your buyer and other practical tips for getting your house in order before the deal goes down.

October 21, 2022

Begin With The End In Mind

MATH Venture Partners' Mert Hilmi Iseri and Mark Achler, along with UBS's James Jack and Michael R. Gatewood, share valuable personal lessons learned over several successful M&A exits.

October 7, 2022

Shifting Perspective When Bringing On PE

Serial entrepreneur Stephen Marshall on how founders and CEOs need to prepare their company, and themselves, for major events in a business's lifecycle.

September 30, 2022

Economic Uncertainty And Its Impact On Deal Readiness

Vytalize Health's Kevin Murphy, Vitalxchange's Charu Ramanathan, Gibson Machinery's Lee Gibson, Taft Stettinius & Hollister LLP's Brandi Weekley and MelCap Partners' Al Melchiorre on economic uncertainty and its impact on deal readiness.

September 30, 2022

Reprice? Or walk away?

Gray, Gray & Gray LLP's Derrick Rebello and McCarthy Capital's Bob Emmert, on the sell-side issues that give them pause in diligence.

September 23, 2022

Supply chain, HR, take on increasing importance in a deal

Mason Wells Senior Managing Director Jay Radtke on how to be an effective buyer in this hyper-competitive and ever-changing environment.

September 23, 2022

Tailor your M&A approach

IDEAL CEO and Director Steve Henn on getting an organization prepared for acquisitions.

September 9, 2022

Preparing for sell-side diligence

CMC Materials' Daniel Woodland on issues that arise when selling a business.

September 2, 2022

Build value through the team

Gray, Gray & Gray's Bryan Pearce on strategic business planning and building value in your organization.

September 2, 2022

Adjust your sale approach to new market realities

MiddleGround Capital's John Stewart, Doeren Mayhew's Aaron Partridge and Matthew Gurwin on how new market realities require sellers to be more prepared in order to maximize their company's value in a sale.

August 26, 2022

Pre-transaction must-dos for sellers

Kreischer Miller's Brian Kitchen on maximizing your deal success with pre-transaction tax structuring.

August 26, 2022

Preparing today for tomorrow’s sale

Onex Inc. President Ashleigh Walters on preparing today for tomorrow’s sale and the subsequent liquidity event.

August 11, 2022

When there's more than money to a deal

Orbus Past Chairman & Owner Simon Perutz on his former company's acquisition

August 5, 2022

How to be transparent while protecting IP during diligence

Stirling Ultracold Founder and former CTO Dave Berchowitz on the deal with BioLife and how the company's IP was managed leading up to and through diligence.

July 29, 2022

Breaking down the complexities of succession planning

Stradley Ronon Stevens & Young Partner Steven Scolari on succession planning and how to break the complex process down into something more manageable.

July 22, 2022

Diligence is a two-way street

Foundation Wellness' Sean Williams, Aon's Perry Papantonis, and Gridiron Capital's Joe Saldutti and Sean Kelley on maximizing value in a sell-side transaction.

July 6, 2022

Preparing yourself to prepare for a sale

Prospect Partners' Louis Kenter on steps a business owner should take to prepare to sell their company.

July 6, 2022

The economy's impact on deal readiness

Honigman's John Kanan, Wälzlager Industriewerke Bulle A.G.'s Kal Beidas, MSX International's Fred Minturn, Aon's Vipul Patel and BDO Consulting Group's Robert Berdanier discuss economic uncertainty and its impact on deal readiness.

July 6, 2022

A shifting M&A market

Fifth Third Securities' Matt Francati, Cyprium Investment Partners' Beth Haas, Signet Enterprises' Anthony Manna and Oswald Companies' Jeff Schwab on mitigating risk and navigating current trends in today's volatile sell-side environment.

June 30, 2022

The Advantage of Strategic Planning in M&A Transactions

Huntington's Dan Griffith and Jim Altman, Loretta Benec (formerly with The ExOne Company), IPEG Industrial Group's John Erkert and McGuireWoods' Penny Zacharias on the power of strategic planning in M&A.

June 29, 2022

Navigating Deal Complexities

Mad River Associates' Andy Horne, Eliassen Group's David MacKeen, WJ Connell's John Stephenson and CMBG3 Law's John Gardella on how to effectively prepare yourself and your company to get deals done.

May 19, 2022

The rise of cyber diligence

Aon Risk Services' William Shortt, along with Ice Miller's Reena Bajowala, Guaranteed Rate's Darin Hurd, Chicago Bears' Justin Stahl and Aon Risk Services Che Bhatia, on the rising importance of cyber diligence in M&A transactions.

April 8, 2022

Value Creation Throughout the Deal Lifecycle

RTC Partners' Tony Brindisi and Plumb Line Capital's Matt Lindberg, along with RSM's Steve Menaker and Luis Galarza, explain how they approach valuation creation, as well as current trends you can apply to your next deal.

April 1, 2022

SPAC teams must be able to go the distance

Bill Finn and Odeon Capital's Eric Gomberg, along with DLA Piper's Matthew Gorra and Penny Minna dig deep into SPACs, offering advice from the trenches.

March 4, 2022

Reducing deal friction

Zell Capital and Nikola Labs' Will Zell, along with Benesch's Michael Farrell and Andy Bojko, and Aon's Doug Brody, broke down best practices in navigating what’s new, and how to overcome stumbles, stops and re-starts in a process.

January 7, 2022

Stay ready: the benefit of a perpetual data room

Cloudbreak's Andy Panos, along with U.S. Bank's Steve Bennett, Nottingham Spirk's Katherine Hill Ritchie and Armada Waste Ohio's Robert Smith on staying prepared for a transaction.

December 2, 2021

Transaction Readiness in a Post-COVID World

Mike Baird, John Mastrantoni, Floyd Trouten and David Black assess ways to strengthen the core of your business by addressing common challenges faced by middle market companies.

August 19, 2021

Supply chain issues and the threats they present in M&A

David Iwinski, managing director at Blue Water Growth, talks about the supply chain issues between U.S. and Chinese companies, how they’re affecting M&A transactions and offers strategies for rooting out supply chain risk ahead of, and during, a transaction.

July 21, 2021

Quick prep and deal killers

Bethany Michel, managing director at the Harbour Group; Vic Richey, CEO of ESCO; Bo Butters, principal at CLA; and John Chalus, director – corporate advisory, at BMO Harris Bank; talk about deal preparedness.

May 21, 2020

UBS’ Jerry Johnson sees deals and capital flowing, although with some renegotiation

UBS Managing Director and Market Head Jerry Johnson shares his view of the market and what's happening with capital flow in the M&A space.

January 8, 2020

Successful Integration Requires Upfront Planning

Sean Morris talks about how he prepared Pulse Therapeutics for a merger, and worked to maintain value for everyone involved.

January 2, 2020

Gen Cap America’s Lamar Stanley on finding the right buyer

You have to begin with the end in mind, says Stanley, who sources deals for the Nashville-based private equity firm.

December 18, 2019

Edward Chan on how to achieve just the right level of transaction preparedness

1315 Capital's Edward Chan talks deal prep — who to hire, when not to hire, how to prepare and how not to prepare your company for a sale.

December 4, 2019

Thompson Street's Jack Senneff: The Ins And Outs Of Deal Prep

Thompson Street Capital Partners Managing Director Jack Senneff offers his perspective on deal readiness — what owners should do, and not worry so much about doing — ahead of a potential transaction.