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News
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
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
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...
JD Merit & Company Announce Loss of Jeff Eden
Statement for Loss of Jeff Eden It is with great sadness that we inform you of the passing of our colleague, Jeff Eden who passed into eternal life on Thursday, May 27, 2021. Jeff was a valued member of our team and his infectious optimism and professionalism made...
10 Tips For Selling your Business
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
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
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
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....