INSIGHTS

Lutz M&A adds Greteman as a Financial Analyst

Lutz, a Nebraska-based business solutions firm, recently added Michael Greteman to its Omaha office. Greteman joins the M&A division as a Financial Analyst. His primary responsibilities include performing business valuation analyses…

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Quarter Three Middle Market M&A Report

On the heels of a robust Q2, the M&A market in Q3 continued to be resilient. General economic growth remains strong as strong labor markets have helped boost consumer spending and put upward pressure on prices. In Q3 2018, there were…

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M&A Corporate Sale Transaction: Asset vs. Stock Deal

In an M&A corporate sale, transactions can be structured in one of two categories: as an asset sale, or a stock sale. However, each category can be negotiated and structured in different ways which have varied tax results to the buyer and seller…

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Quarter Two Middle Market M&A Report

M&A transaction activity continues to be healthy. Economic growth remains robust, and businesses continue to have access to historically inexpensive debt. During Q2 2018, there were 2,768 completed transactions totaling $97.1 billion in North America (per Capital IQ)…
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4 Common Reasons Why M&A Deals Fall Apart

Not all M&A deals conclude with a successful closing. During the period between signing a letter of intent (LOI) and closing, the deal may break up for a number of reasons. Sometimes the reasons are unforeseeable but many times these situations can be anticipated and potentially avoided…

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Understanding Working Capital Targets in M&A Transactions

We have found that net working capital (“NWC”) targets are one of the most commonly misunderstood components of M&A deals. While sometimes confusing, we believe sellers need to understand the logic behind NWC targets, as it can often become one of the more heavily negotiated items in M&A deals. If sellers have a better grasp of the what, how, and why of NWC targets, we believe it should make for a smoother negotiation to help get a deal to closing.

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3 Misconceptions of Selling to Private Equity Firms

Many feel that PE firms will pursue layoffs and cost-cutting in order to boost profits and quickly sell the company at a higher price. While the end goal is ultimately to sell companies at a higher price, most PE firms place their bets on businesses with strong growth prospects in attractive markets in order to boost their returns…

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