Articles

Every now and then, a founder-led company reaches the moment when years of work intersect with the right strategic partner. Our recent sale of a respected utility-services and construction-management firm was one of those moments — and a powerful reminder of what truly drives premium outcomes in today’s M&A market. With this transaction, our close […]

Having participated in the M&A game for more years than I want to think about, I decided to close my practice in the Chicago area and relocate to South Carolina. I was looking forward to enjoying life without the additional stress associated with deal making. The problem was, with a specialization in the printing industry […]

Fact Pattern: This company is a 40-year-old, third generation company that specializes in the distribution of components used in the manufacture of specialty equipment. Because it was certified as a small business it had access to competitive set-aside contracts. The company also possessed high customer concentration with two contractors. Our buyer, a private equity group, […]

Every M&A advisor I know dreams about the deal from heaven. Everything about the deal moves smoothly signing the client, preparing the client, marketing the deal, due diligence and closing all go off without a hitch resulting in a happily client and a nice fee. Of course, it almost never happens quite that way. We […]

By Scott Bushkie As part of our annual State of the Market M&A conference, held virtually this winter, we invited three private equity (PE) firms to review and submit an offer on a hypothetical company. They revealed their offers at the conference, and we held a panel discussion on why they valued the company the […]

Doug Robbins is an internationally renowned Canadian Business Intermediary and Business Broker. He is a seasoned businessman having completed more than 1,000 assignments relating to advising clients on Mergers and Acquisitions (M&A); valuations; transferring businesses to the next generation; partnership resolutions; refinancing; along with numerous other consulting activities. He has completed more than 400 business […]

Kathy Thiel is a Certified Business Intermediary and Certified Valuation Analyst with almost 40 years’ experience in business. She obtained a BA in Economics from Union College in Schenectady and her early career was in sales and marketing for Procter & Gamble, Johnson & Johnson, and AT&T. Desiring to become an entrepreneur, she bought a […]

Sara Burden is the owner of Walden Businesses based in Atlanta, Georgia. Sara has over 30 years’ experience and selling companies with sophisticated high profiles in the services, heavy manufacturing, and distribution sectors.  Prior to joining Walden, Sara was a successful entrepreneur as the founder of a permanent staffing service specializing in high-end administrative support personnel. In 1984, her acquisition of a temporary services provider expanded her firm to one of the largest in […]

We have all been there. Deals that challenge all parties and seem to have no chance of getting over the finish line. And sometimes, they don’t! By highlighting the experiences of M&A advisors, members will learn key factors to success (and failure) in the M&A world. Our first story is from Milt Anderson, CBI, owner […]

Introduction and Background: The cannabis industry has arguably been one of the most talked about, but turbulent and testing markets in recent times. Despite a scattering of activity throughout the rest of the world, particularly in Germany and Uruguay — Canada and the U.S. are where the bulk of the business buzz has been centered. […]