We are excited to announce these new events for members of the M&A community to participate in. Our goal is to provide valuable opportunities for professionals in the industry to connect, learn, and grow together. Whether you're an experienced M&A advisor or just starting out, we invite you to join us and be a part of our thriving community. Let's learn and succeed together!

Contracts and agreements are essential to the due diligence process, and private equity firms will want to review any contracts and agreements your company has in place. These could include customer contracts, supplier contracts, employment agreements, leases, and more. It's important to review these agreements and ensure they are up-to-date and in compliance with any legal requirements. Having a clear understanding of your company's contractual obligations and liabilities is critical to the due diligence process.

One of the key ways that a great M&A advisor can help business owners is by providing them with a deep understanding of the market and the potential buyers. A great advisor will have experience working with buyers in a variety of industries and will be able to identify the most likely candidates for acquisition. They will also have a thorough understanding of the current market conditions and will be able to provide insights into pricing trends and other factors that may impact the sale.

Exiting a business can be a complex and emotional process for any business owner. Whether you're looking to sell your business to a competitor, retire, or move on to your next venture, it's important to have a trusted advisor by your side to help guide you through the process. Look for an M&A advisor with expertise and experience in your specific industry. This will help ensure that they understand the unique challenges and opportunities that your business presents, and can provide you with the best possible advice and support on how to exit your business.

According to data from PwC1, overall global automotive M&A deal volumes from January to mid-November 2022 were down by 18% (approximately 900 deals) compared to 2021, and deal value fell by 62% (US$57 billion) year-over-year.

While there are many steps involved in the sale process, due diligence is often the most critical and rigorous stage. It can also be the most stressful, but with the right preparation and approach, you can make it a smooth and successful experience. Selling a business to a private equity firm is a complex process that requires specialized knowledge and expertise. Engaging professional M&A advisors, such as lawyers, accountants, and business brokers, will infinitely help you navigate the sale process and ensure that your interests are protected.

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.

Compared to 2021, which had record-breaking levels of M&A activity in the UK, leading to a strong seller’s market and extremely competitive deal processes for resilient assets (and even for less obviously attractive assets), the 2022 UK M&A market experienced a cooling in terms of deal value and volume.

Whether you're planning to retire, move on to a new venture, or simply want to cash out on your hard work, exit planning is a critical process. However, the approach to exit planning is not one-size-fits-all, and the process can look very different depending on the size of your business. So how is the exit planning process different for a large, middle market company versus a small "main street" business exit? Partnerships can play a major role in a business exit. In many large, middle market companies, there are often several…

So you’re considering buying a small business, congratulations—you’re taking the first step towards becoming your own boss and owning your own business. Buying a small business can be an exciting and rewarding experience, but it is also complicated and filled with potential pitfalls. In this article, we will discuss everything you need to know about how to buy a small business so that you can make sure you get the best deal possible.

Whether you're planning to retire, move on to a new venture, or simply want to cash out on your hard work, exit planning is a critical process. However, the approach to exit planning is not one-size-fits-all, and the process can look very different depending on the size of your business. So how is the exit planning process different for a large, middle market company versus a small "main street" business exit? Partnerships can play a major role in a business exit. In many large, middle market companies, there are often several…

Every January, the industry is flooded with research and analysis trying to predict what the coming year holds for middle-market M&A. 2023 is no different, and if anything, people may be paying closer attention than usual in the midst of broad market uncertainty and a unique economic environment.

If you're a savvy investor looking to diversify your portfolio, investing in a business in the lower-middle market can be a wise decision. However, it's important to approach this process with care and thorough research to ensure a successful investment. The first step to buying into a business is to identify potential businesses that match your investment criteria. While online marketplaces such as…

Thinking that multi-family office could be right route for you and your business, but not sure if it’s the best fit? There are countless factors to consider, from financial considerations to legal complexities in M&A which is why many business owners turn to multi-family offices to help navigate the process. Multi-family office can provide a range of services to businesses that are considering M&A. These services can include…

2022 saw a steep decline of 29% in total deal value to $2.8 trillion from the $3.9 trillion reported in 2021, according to a latest M&A report from GlobalData, a leading data and analytics company.

One of the significant advantages of buying an existing business is that it comes with an established brand recognition and reputation. An existing business has already built a customer base, established a name for itself, and built a reputation in the market. This can save you the time and money required to create a brand from scratch. When you buy an existing business, you are also buying the goodwill and reputation that the business has earned over the years. This can help you attract customers and generate revenue right from the start.

As a business owner, you've worked hard to build your company from the ground up. You've poured countless hours, sweat, and tears into making it the success it is today. But have you considered what will happen to your business when you retire or move on to other ventures? Succession planning is crucial to ensuring a smooth transition of leadership and preserving your legacy. Here are some key factors to consider to start your succession planning as smooth as possible

As a business leader, you understand the importance of staying competitive and growing your business. One key aspect of achieving these goals is through corporate development. A successful corporate development strategy can help you identify opportunities for growth, make informed decisions about M&A, and ultimately drive long-term success for your organization.

Once you have a clear picture of your investment objectives, it's time to start looking for potential acquisition targets. There are many resources available to help you, such as online business-for-sale websites or industry-specific databases. An M&A advisor has access to a vast network of potential acquisition targets, including businesses that may not be publicly listed for sale. This gives you a wider range of options to choose from and increases your chances of finding the perfect fit.

The Small Business Administration is a government agency that provides loans to small businesses. One of their loan programs is specifically designed for those who want to purchase an existing business. SBA loans offer low interest rates and longer repayment terms compared to traditional loans, making them an attractive option for entrepreneurs. However, the application process can be lengthy and requires a lot of documentation. You'll also need to have a good credit score and a solid business plan to qualify.