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...
Discover the latest updates in the world of forward-thinking investment banking.
Top 25 Lower Middle Market Investment Banks [Q2 2022]
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.
Tech Sector M&A is Expected to Remain Active Throughout the Year
M&A deals nationally and globally last year were the highest on record, with tech as the leading sector.
Net Promoter Score 2022
Not only do we survey our clients anonymously, but we also survey buyers of our clients’ companies.
M&A Panel Discussion
2022 Banking & Finance Visionaries
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.
Mergers & Acquisitions Awards 2022
Common Blind Spots in Building Business Value
Valuation, Education, Value Creation
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...
Take Share to Gain Value
Managing Risk, Education, M&A, M&A Education & Market, Exit Planning
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...
Managing Emotions in an M&A Deal
Industry Insights, Managing Risk, Education, M&A, M&A Education & Market
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...
Questions You Should Ask When Selecting Your Investment Bank
Industry Insights, Education, M&A, M&A Education & Market
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...
10 Questions For an Ideal Exit – Outlier Outcomes
Industry Insights, Education, M&A, M&A Education & Market
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...
Private equity is eating the world: Why your next business partner is likely Private Equity.
Education, M&A, Private Equity Recapitalizations
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...
The high cost of “Do Nothing.”
Education, M&A, Owner Considerations, Selling a Business
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...
Developing an investor’s mindset – a seller’s mindset!
Education, Industry Insights, M&A, M&A Education & Market
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...
How to Negotiate a Deal with Private Equity – Price & Terms
Education, M&A, Private Equity Recapitalizations, Selling a Business
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...
Hiring an Investment Bank That Specializes in M&A Improves Seller Outcomes, Here’s Why
Education, M&A, Sell-side, Owner Considerations, M&A Education & Market, Exit Planning
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 M&A Trifecta: The Key Pieces You Must Have in Place To Sell Your Business
Education, M&A, Sell-side, M&A Education & Market, Exit Planning, Value Creation
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...