
M&A Insights
Stay on Top of the Changing M&A Landscape.

How are Lower Middle Market Companies Valued?

Understanding Indemnification Terms in M&A Transactions: Key Considerations for Buyers and Sellers

{M&A Process/3} Different types of M&A sale processes
There are a number of ways to transfer a company depending on client goals and circumstances y or combination.

Deal Diary: How to Handle Minority and Marketability Discounts in Operating Agreements
Recently, while drafting an operating agreement for a surgery center, we used a formula-based redemption price with an appraisal option if contested. Should appraisers apply minority and marketability discounts?

Deciphering Deal Structures: Insights into M&A Consideration Mix
In M&A, the consideration mix or deal structure can be just as crucial, if not more so, than the headline purchase price for sellers. Earnouts, rollover equity, and seller notes don't always translate into expected cash returns.

Maximizing Business Value: Insights from M&A Advisors
In M&A, sellers often hold optimistic views on their business's value. Our role as advisors is to provide data-driven valuation advice. During a discussion on diligence with a client, we emphasized the need for focus and momentum in the sale process.

SaaS Valuation Demystified: Tips for Buyers and Sellers in the Market
Traditional SBA valuation metrics often fall short when applied to SaaS businesses due to their unique characteristics, such as huge total addressable markets and opportunities for explosive growth. This has created a market where business transfers command higher prices, attracting various buyers with ample funding sources.