Discover the latest updates in the world of forward-thinking investment banking.
News
The Trifecta of M&A
Selling a Business, M&A, M&A Education & Market
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...
Why Having an Investment Banker on Speed Dial is Crucial… Especially Now.
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...
5 Things To Do Right Now if You’re Thinking About Selling
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...
Middle Market Resilience: Confidence vs. Reality?
Industry Insights, M&A, M&A Education & Market
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...
JD Merit Advises Conscious Leadership on Its Minority Recapitalization and Partnership With RF Investment Partners
JD Merit & Co., a leading middle-market investment bank, is honored to have served as exclusive financial adviser to Conscious Leadership in its minority recapitalization by and in partnership with RF Investment Partners. SEATTLE — March 10, 2022...
JD Merit Announces the Addition of Two Senior Investment Banking Professionals in Los Angeles Office – Tracy Albert and David M.V. Barnes
JD Merit and Company, a leading Boutique Investment Bank focused on serving middle-market technology-forward companies, is pleased to announce that Tracy Albert and David M.V. Barnes have joined the Company as Vice Chairman and Managing Director, respectively in the...
JD Merit Professionals See Promotions after Successful 2021
JD Merit & Company, a middle-market investment bank and M&A advisory firm is pleased to announce the promotion of Jeff Sasakura and Chris Barnes to Managing Director. Jeff Sasakura joined JD...
JD Merit Wins 2021 M&A Advisor Awards: Boutique Investment Firm of the Year, Information Technology Deal of the Year, and Corporate Strategic Deal of the Year
JD Merit & Company, a leading Boutique Investment Bank focused on serving middle-market technology-forward companies, is excited to announce their success at the 20th annual M&A Advisor Awards. Winners were announced late last year at the...
JD Merit Advises GlobalTech Plastics on its Sale to Molded Dimensions, a Platform company of Shoreview Industries
Founded in 2003 by three industry veterans Tom Fleck, Craig Dye, and Dave Wheeler, GlobalTech is a premier technology forward Injection Molding company in the Pacific Northwest. Specializing in primary verticals Transportation, Healthcare, Aerospace, and...
M & A Advisor Awards 2021
Press Releases, Merger and Acquisitions
We are honored to be a finalist for 15 M&A Advisor awards, the highest in our history, including the prestigious Boutique Investment Bank of the Year. Beyond boutique Investment bank of the year, we are particularly proud of our double finalist positions in...
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...
Axial Press Release
JDMerit Ranks on Axial’s Top 20 List Axial’s Q2 2021 Lower Middle Market Investment Banking League Tables Seattle, WA: On July 8, 2021, JD Merit & Company earned a spot on Axial’s Q2 2021 Lower Middle Market Investment Banking League Table. Axial ranked JDMerit...