JD Merit is thrilled to once again be recognized among the Top 25 Lower Middle Market Investment Banks. We’re honored to serve so many clients by delivering market-leading outcomes.
M&A deals nationally and globally last year were the highest on record, with tech as the leading sector.
Not only do we survey our clients anonymously, but we also survey buyers of our clients’ companies.
Each of the selected senior-level executives demonstrated success and accomplishment during the last 24 months along with leadership in their organizations, while impacting change within their communities.
Joseph Durnford | The Key to M&A Success | M&A Masters with Patrick Stroth from JDMERIT on Vimeo. The real key to a successful M&A transaction is understanding the reasons why the transaction should occur and understanding how to properly position a...
Building a business that is transferable or sellable really begins when an owner launches a business with their eventual goals for exit --- do they indeed want to get value out of the business at some point in the future with a sale or do they have a vision for...
Despite most Middle market firms performing well compared to their larger publicly traded compadres, Interest rates, inflation, and other global considerations are pressurizing M&A values. The anecdote for business owners seeking to exit will be creating space...
When you’re gearing up for—or are in the middle of—the sale or merger of your private company, you are putting yourself into an elite group of entrepreneurs who are achieving what many others have failed to do. Pursuing an exit is hard. It’s even harder when you are...
This may not be the first time you’ve ever asked yourself, “Is he/she the one?” However, picking the right investment bank and lead investment banker to represent your potential deal to the marketplace is one of the most critical decisions you'll make in your...
Most owners of privately held business do not know if their business is sellable or what to do to achieve an Outlier Outcome at sale. An Ideal exit is one that is on your time, your terms and at your price. In order to help you think about orchestrating your own...
To borrow Marc Andreessen’s famous “Software is eating the world," Private equity is not only eating software companies by the dozens, but it is also buying hundreds of middle market companies across all sectors, all around the globe. Let’s examine why private equity...
While very few middle market companies achieve an M&A event, I have yet to meet an entrepreneur that does not dream of the coveted sale of their company for maximum exit to fund their next big thing or create generational wealth. In fact, of those companies that...
Most business owners follow a somewhat reliable leadership pattern in the life cycle of their businesses. They go from working for, then in, and finally, on their business(es). Most successful CEOs and Entrepreneurs typically transition, despite occasional bumps and...
If you are an entrepreneur or CEO looking to sell your company to private equity, there are a few things you need to know about basic deal terms. In this blog post, we will give you an overview of what basic deal terms to expect when negotiating with private equity...
Selling your company is a major life decision. Not only do you want to get the highest return possible, you want to ensure that the legacy you’ve built lives on after you sell. But many CEOs choose to navigate the sales process themselves rather than choosing help...
The sell-side M&A process has many layers that require different tactical approaches depending on your business’s unique circumstances. In some ways, no two sales processes are exactly the same. The playing field is a little different with every transaction, so a...