How Does Your Company Rate? 20 Questions Prospective Buyers Ask Before you put your business up for sale, you need to be prepared to evaluate its status from a number of different perspectives besides your own. Much of what you know about your own company 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
JD Merit Advises International Greenhouse Contractors Inc. on Its Sale to BFG Supply Co., a Platform Company of Pamplona Capital Management
Press Releases, Strategic Advisory
JD Merit & Company, a leading middle market investment bank and 2021 Boutique Investment Banking Firm of the Year, is honored to have served as exclusive adviser to International Greenhouse Contractors Inc., also known as Greenhouse Megastore, in its sale to BFG...
Outlier Outcomes Part 1 — Differentiation and Growth Rate
Strategic Advisory, M&A, M&A Education & Market
M&A Markets are traditionally pretty efficient. When willing buyers and willing sellers meet and a competitive bidding environment is orchestrated, the market establishes the buy price for the company. So how is it that some companies receive outlier outcomes...
Outlier Outcomes Part 2 — Consistent Profitability and a Defensible Pro-Forma
M&A, M&A Education & Market, Strategic Advisory
In our last blog, we began a conversation about how to achieve an advantageous “Outlier Outcome” when it comes to establishing your company as a market leader and top-quality asset, deserving of premium value. Tracking and Knowing Your Analytics Companies with a...
Outlier Outcomes Part 3 — Good Positioning and a Favorable Tailwind Sector
M&A, M&A Education & Market, Strategic Advisory
When it comes time to leave your company, you want to do it not only profitably, but admirably, right? You not only want top dollar, but you want the fruits of your labor to be recognized, appreciated, and rewarded—above that of the competition. What you’re looking...
Private Equity Deals – Considerations of the Advantages of IRC Section 721
Private Equity Recapitalizations, Strategic Advisory, Merger and Acquisitions, Sell-side
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
Business Valuation, Selling a Business, Sell-side, Strategic Advisory
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...
10 reasons why now is the right time to sell
Selling a Business, Sell-side, Strategic Advisory, Business Valuation, Exit Planning
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....
The 3 most common deal killers
Strategic Advisory, Business Valuation, Exit Planning, Selling a Business, Sell-side
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
Selling a Business, Sell-side, Strategic Advisory, Business Valuation, Value Creation
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...
Defending your equity value
Business Valuation, Exit Planning, Value Creation, Valuation, M&A, Strategic Advisory
Defending Your Equity Value - Key Steps to Realizing Maximum Value in Your Business In 1960, as he concluded a legendary career in baseball, Ted Williams stood in front of his locker at Fenway Park while mired in one of the few slumps of his career. He told a pack of...
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...