A new federal law goes into effect March 29, 2023 that conditionally exempts from broker-dealer registration persons who solely intermediate small, private company M&A deals.

Persons who intermediate larger private company M&A transactions will not be eligible for the new exemption and will need to continue to rely on the SEC’s 2014 no-action letter.  The new Federal legislation also does not preempt the states, so M&A intermediaries will need to continue to be mindful of state registration requirements.

Before putting your business on the market, a broker will conduct a thorough evaluation to determine its value and potential sale price. This evaluation may include an analysis of your financial statements, customer base, market position, and industry trends. The broker will also identify any potential areas of improvement or concern that may affect the sale. Once your business is ready for sale, the broker will develop a comprehensive marketing plan to promote it to potential buyers. This may include listing the business on relevant websites, creating targeted advertising campaigns, and reaching out to their network of buyers and investors. The broker will also handle inquiries and screening potential buyers to ensure that they are qualified and serious about purchasing the business.

Middle-market M&A continues to focus on add-ons, while a $2 billion exit in the energy market also makes headlines.

When it comes to buying or selling a business, enlisting the services of a business broker can be invaluable. They have the expertise and resources to guide you through the process and ensure a successful transaction. However, one question that often comes up is how long you should expect your engagement with a business broker to last. In this article we’ll discuss some of the factors that will affect the length of your engagement with a business broker depending on your unique situation.

Corporate development is the process of building the future of a company. It involves exploring new opportunities and creating strategies for using them to grow.

We combed through industry research and talked to three experts to get the skinny on what PE can expect for dealmaking this year.

As a business owner, you've worked tirelessly to build your company from the ground up. But now, as you approach retirement age or simply want to move on to your next adventure, it's time to start thinking about your exit strategy. Exit planning is a crucial step for any business owner, regardless of the size or industry of your company. A well-thought-out exit plan can help you maximize the value of your business, ensure a smooth transition for your employees, and help you achieve your personal and financial goals. But with so many options available, choosing the right exit strategy can be daunting. To help you navigate this important decision, we've put together some key factors to consider when choosing your exit option.

Mergers and acquisitions (M&A) deal origination is the process of identifying, evaluating, and approaching potential target companies for acquisition. In this blog post, we will walk through the process of M&A deal origination from start to finish.

Selling your business can be a complex and time-consuming process, especially if you are not familiar with the M&A process. That's why many business owners turn to business brokers for help. A good business broker can provide valuable guidance and support throughout the M&A process, including finding potential buyers, negotiating deals, and ensuring a smooth transition. But how do you pick the best business broker for your business? Before you start your search for a business broker, you need to determine your needs. This involves assessing the size and complexity of your business, your goals for the sale, and your budget for the broker's services. You should also consider the type of buyer you are looking for, the industry you operate in, and any specific requirements you may have.

Ari Fuchs of the DAK Group discusses commercial AV mergers-and-acquisitions trends and how integration businesses can capitalize on them.

In a high-inflationary and uncertain economic environment, private equity investors with dry powder to deploy are seeking recession-proof acquisition targets. 

Are you considering buying a business in today's rapidly evolving M&A middle market? It can be a daunting task, but with a strategic, educated approach, you can successfully navigate the process and create a brand-new thriving enterprise. One of the most critical decisions you will make when buying a business is selecting a reliable business broker. A broker can help you find businesses that match your investment criteria and provide valuable insights into the local market. They can also help you navigate the negotiation process and ensure that you get the best possible deal.

In this blog post, we will provide an overview of the most common terms negotiated in an M&A transaction when buying a business.

It will come as no surprise that cross-border M&A is impacted by the world we live in, with geopolitical tensions, rising inflation and interest rates, currency fluctuations, and increased regulatory scrutiny all playing their part in making deals more challenging to execute. 

A succession plan is a strategic process that organizations use to identify and develop potential successors for critical roles within the company. During the M&A process, significant changes in leadership, organizational structure, and company culture can occur, all of which can impact the performance and success of the new entity. This is why it’s essential to have a solid succession plan in place beforehand to ensure that the right people are in the right positions at the right time. The first step in successful succession planning during M&A is to identify the critical roles and skills required for the new entity's success. Start by conducting a comprehensive

First and foremost, multi family offices approach direct investing in M&A with a focus on value creation. They are not simply looking to invest in a company and sit back and wait for a return. Instead, they take an active role in the M&A process, providing strategic guidance and support to help the company achieve its growth potential. This can include helping the company identify new markets, developing new products or services, and implementing operational efficiencies.

When considering an M&A advisor, it is essential to evaluate their expertise and experience carefully. They should have verifiable experience with succession planning, deal origination, corporate development and exit planning. You should also seek an advisor with a proven track record of successful M&A transactions specific to your industry or niche. For example, if you are a technology company, it is crucial to…

New legislation will bring some clarity to the mergers and acquisitions process for transactions with private companies.

it is likely that many business owners will be considering exit planning strategies to capitalize on the anticipated favorable market conditions this year. Whether you’re considering a sale, merger, or other exit strategy, it is important to have a solid plan in place to maximize the value of your business. A strategic buyer is a company that is interested in acquiring your business because it complements their existing operations or expands their market reach. Strategic buyers are often willing to pay a premium for a business that fits well with their strategic objectives and they often also offer other benefits, such as..

According to data from S&P Global Market Intelligence, banking sector mergers and acquisitions activity reached its lowest level in the past five years in 2022, even lower than pandemic-affected 2020.