Articles

Over the past several years, behavioral health has become one of the most active sectors in healthcare M&A. I joined American Healthcare Capital in 2019 and have seen the space go from the Wild West to a mature and sustainable industry. Fueled by rising demand, favorable reimbursement dynamics, and increased investor interest, Behavioral Health has […]

For many business owners, the most stressful part of selling a company isn’t finding a buyer—it’s surviving due diligence. This is the phase where deals slow down, valuations change, and transactions sometimes fall apart entirely. Understanding what buyers look for in due diligence is one of the most powerful advantages a seller can have. Buyers […]

Many M&A advisors come from operating backgrounds. On the surface, that experience looks like a clear advantage. You’ve built businesses, managed teams, navigated growth, and dealt with real pressure. You may have even sold a business or two yourself. You understand what it takes to run a company, and the emotional weight that can come […]

When business owners think about valuation, the conversation often begins and ends with financial performance: revenue growth, EBITDA margins, and trailing twelve-month results. While those metrics remain foundational, sophisticated buyers in today’s M&A marketplace increasing weight on qualitative and macroeconomic factors that influence risk, resilience, and scalability. This shift has become especially pronounced in manufacturing […]

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 […]

There has never been a more advantageous time to be the owner of a lower middle market business and, by extension, a lower middle market M&A advisor. Across the M&A landscape, buyers of varying types – but especially financial buyers, and private equity firms in particular – are actively seeking opportunities to deploy capital. The […]

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 […]

In the world of mergers and acquisitions, information is currency. Whether you’re brokering the sale of a family-owned business, evaluating an acquisition as a private equity firm, or managing multiple mandates as an investment banker, the way you share, manage, and protect information can make or break a deal. Due diligence, in particular, can quickly […]

Partner Insight | Promotional Content The following article was submitted by a sponsoring organization. We thank them for their support of the M&A Source community. Over my years as Director of Morgan Business Sales, I’ve had the privilege of seeing firsthand how the Confidential Information Memorandum—or CIM—has evolved from a simple, static document into a […]

As an M&A advisor, one of the worst things that can happen to you is to do an excellent job for a seller on an assignment and produce a great offer on great terms from a high-quality buyer, and then, for some reason, the seller decides to back out at the last minute. They may […]