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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Types of M&A Buyers: Strategic vs. Financial

In the world of M&A, buyers tend to fall into two distinct categories: strategic and financial.  We believe it is important to understand the differences among these buyer groups so you know what to expect and who to approach about a potential sale…

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Quarter One Middle Market M&A Report

Quarter one middle market update is in! Our M&A team has provided a detailed analysis of the middle market activity relating to mergers and acquisitions for quarter one of 2018. This report includes insights on…

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