Many sellers are deeply concerned over confidentiality in an M&A process, and rightfully so. There are several stakeholders that need to be considered in this process, employees, customers, suppliers, lenders, and competitors to name a few. The M&A process is...
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
Private Equity Deals – Considerations of the Advantages of IRC Section 721
Merger and Acquisitions, Sell-side, Private Equity Recapitalizations, Strategic Advisory
Private Equity Deals – Considerations of the Advantages of IRC Section 721 In the current M&A climate, it is very typical for private equity groups to form LLCs before acquiring target businesses. It’s also very common to package equity in the newly formed...
10 Tips For Selling your Business
Selling a Business, Sell-side, Strategic Advisory, Business Valuation
As a business owner, the last year has been quite a roller coaster, especially if you have been considering the sale of your business. Perhaps you had even started the process to go to market before the pandemic only to see the deal fall apart as uncertainty shut down...
Selling Your Print & Graphics Business
Selling a Business, Valuation, Sell-side, Exit Planning
Businesses in the print and graphics industry have been forced to make massive adjustments during the COVID-19 pandemic. Those with retail customers lived in uncertainty while waiting out shutdowns, and others that served the event vertical are still waiting for their...
8 Transaction Killers and How to Avoid Them
M&A, Sell-side, Corporate Divestitures, Exit Planning, Restructuring & Special Situations
Deal Killers and How to Avoid Them You hired an investment banker and ran an effective process. You've received tons of interest, dozens of Indications of Interest near or above your expected closing price for your company, and you're feeling pretty good right now....
10 reasons why now is the right time to sell
Business Valuation, Exit Planning, Selling a Business, Sell-side, Strategic Advisory
10 Reasons Why Now is the Right Time to Sell Traditional wisdom touts that you should never attempt to "time the market," but a preponderance of evidence suggests NOW is the best time to sell your company. 1. Economy Post-COVID, the economy is rebounding....
Selling your business is like running a marathon
Exit Planning, Value Creation, Selling a Business, Sell-side
Many Entrepreneurs wake up one day and think, “I want to sell.” Some have a health scare or are forced into it. Some receive the coveted letter “XYZ Acquisition Company has been retained and has a qualified client looking to buy YOUR business” (Beware!). And some are...
The 3 most common deal killers
Selling a Business, Sell-side, Strategic Advisory, Business Valuation, Exit Planning
The 3 Most Common Deal Killers Kirk Michie | Candor Advisors I once worked with a client who firmly believed his business was worth $80-$100 mm. No discounted cash flow analysis, no precedent transaction work, and nothing specific to comparable market feedback fueled...
the 3 step process for a successful Business transaction
Business Valuation, Value Creation, Selling a Business, Sell-side, Strategic Advisory
If you're thinking of selling your company, you should know what to expect before you begin. The process of selling a company isn't that complicated, but you'll want a proven team from start to finish to achieve the best outcome. Too many times, we hear of business...
10 ways to make your business more valuable – Part 2
Selling a Business, Valuation, M&A, Sell-side, Business Valuation, Exit Planning
10 Ways to Make Your Business More Valuable – Part 2 In case you missed it or have landed here, please see: https://jdmerit.com/business-valuation/10-ways-to-make-your-business-more-valuable/ If you are considering selling your company at some point in the future, you...
10 ways to make your business more valuable – Part 1
Valuation, M&A, Sell-side, Strategic Advisory, Business Valuation, Exit Planning
10 Ways to Make Your Business More Valuable If you are considering selling your company in the future, you are likely wondering how much your company may be worth and what makes a business attractive to potential buyers. To help you understand those dynamics, my...
8 Things you NEED to do before you sell your Business
Sell-side, Owner Considerations, M&A Education & Market, Corporate Divestitures, Strategic Advisory, Exit Planning, Restructuring & Special Situations, Value Creation
While we are surprised by the potential "deal killers" every time we execute the sale of a business, there are a few things that remain constant. Our job as Investment Bankers is to maximize your value in the market by finding the right fit between you and a buyer....