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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...
20 Questions Prospective Buyers Ask
Merger and Acquisitions, M&A, M&A Education & Market, Strategic Advisory
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...
BoomerPreneurs – Secure your Legacy
Merger and Acquisitions, M&A, M&A Education & Market
Are You a “BoomerPreneur”? Attention, Boomers! You've built your business, watched it grow, and now you're thinking about a transition—maybe even retirement. Is your future and place in history secured? Does the sale of your business factor into the quality of...
Creative Deal Structures – Why a seller note may be a difference maker to getting a deal done
Selling a Business, M&A, M&A Education & Market, Private Equity Recapitalizations
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...
Beware of the Preemptive Offer
Merger and Acquisitions, M&A, M&A Education & Market
As a business owner, you likely receive communications at least weekly from companies claiming to have buyers, or strategic relationships, to which they would like to introduce you. Similarly, you may be fielding calls from Private Equity Groups (PE) looking to tell...
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.
Private Equity Recapitalizations, Education, M&A
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...
JD Merit advises Powerscreen of Washington on its sale to UK-Based Molson Group
JD Merit & Co., a leading middle market investment bank, is honored to have served as adviser to Powerscreen of Washington in its sale to Molson Group, further expanding the group’s presence in the United States. The UK equipment dealer Molson Group acquired...
JD Merit & Co. Advises CSuite Financial Partners on Its Sale to Kingsway Financial Services Inc. (NYSE:KFS)
JD Merit & Co., a leading middle market investment bank, is honored to have served as exclusive adviser to CSuite Financial Partners on its sale to Kingsway Financial Services Inc. JD Merit & Co., a leading middle market investment bank serving clients...
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...