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.
Thirty years as a serial and parallel entrepreneur, having started, acquired, and sold 13 of my own companies after adding 22 acquisitions onto those companies (increasing enterprise value along the way) as well as advising hundreds of companies at JD Merit Investment...
If you're a business owner, you know that retirement is one of the main goals of running a successful company. After all, 75% of business owners equate the sale of their business with retirement. However, many will miss their window based on their state of readiness...
Who benefits from the sale of your company? You! Monetizing your life's work is the penultimate achievement of a CEO / Entrepreneur. Certainly, statistically, most companies will liquidate vs. sell for a multiple of earnings or revenue. Let's look at the shortlist of...
Why a Creative Exit Deal Structure May Be a Good Idea in Today’s Market —Especially a Seller Note Most entrepreneurs dream of selling their company one day, and the dream goes like this: "I received a call from a huge multinational strategic company. They offered me...
Client Overview Established in 1979 by Reuven and Zehava Itelman, Herco is one of the largest gold jewelry wholesalers in the United States. Herco’s catalog is a mainstay for thousands of independent jewelers who rely on it to source unique and high-quality...
I am slightly embarrassed as I recall Paul Simons’ 1975 release of “50 Ways to Leave your Lover”. As a budding 11-year-old, I giggled at the new term “lover”. However, on reflecting back now, having advised hundreds of entrepreneurs and CEO’s, the context...
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...
In our experience at JD Merit & Co., we have found that there are three foundational elements that must be in place before we can apply a strategic approach to a successful M&A process for Entrepreneurs and CEOs. When these three conditions align, we...
Like many of your advisors who provide valuable services and expertise, adding an investment banker to your list of trusted advisors is crucial to your success. Most Entrepreneurs rely on advisors such as CPA’s, Attorneys, Wealth Managers, and Commercial Banking...
Are you considering selling your business? If so, you likely have many questions, and among the most common is: How much is my company worth? The answer may surprise you. A study conducted by MassMutual uncovered that the average owner overvalued their business by...
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...
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...