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.
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...
During periods of uncertainty, there is what’s called “a flight to quality.” Understandably, buyers of middle-market companies, when faced with rising costs, market uncertainties, lingering supply chain issues, or recession, etc., inherently become more risk-averse...
Given the current state of markets, the most common inquiry we hear (not surprisingly) is, “Is now still a good time to sell”? Great question. Historically, the middle market has often been insulated from the volatility of the SMB and public markets, repeatedly...
1. Retention is the new growth. In a shrinking revenue environment, smart companies must ensure they keep their existing customers happy. Objectively, many companies do not have the time (or cash) to pursue new business which is a riskier pursuit than keeping your...
There are a number of factors that a business owner needs to be aware of when they start the process of raising private capital. In addition to navigating the various channels that may provide funding for your business, you will need to have a clear plan and course of...
Restructuring is typically not on the tip of the tongues of CEO’s that are running profitable companies. However, we can take a page from restructuring to address the current position many companies find themselves in today. “Sometimes the best offense is a good...
M&A advisors can add real value to a transaction. Here are a few tips to consider when choosing an M&A advisor to partner with as you begin to prepare for a sale. Get Your Books in Order Having your books in order can speed the sale along, and will instill...