2017 Advisory Negotiation 
Cooley M&A
FEBRUARY 8, 2018
A recap of 2017 trends and the Cooley outlook on this year’s dealmaking: Buying Innovation: Retention and Non-Competes. Approval of gross-ups in connection with a transaction typically involves a prior negotiation with the buyer. See ABA Private Target Mergers & Acquisitions Deal Point Study for 2016-2017.
Sica Fletcher
OCTOBER 23, 2024
The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. Who Performs A Valuation? Learn more at SicaFletcher.com.
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Cooley M&A
MAY 17, 2017
1] While the proxy advisory firms generally disfavor these provisions, these protective measures also serve to protect public companies from unsolicited takeover attempts and can deter other forms of activism. thus far in 2017 and a few directors (four in 2016) failed to earn majority support. in 2015 to 7.2%
Sica Fletcher
JUNE 14, 2024
S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Negotiating Your Insurance Agency Purchase Price Even after you’ve determined the most likely insurance agency purchase price, the reality is that the rest of the M&A deal process is highly nuanced and requires a great degree of skill.
Cooley M&A
NOVEMBER 20, 2023
Compensation matters, including retention packages, equity treatment and related disclosure, are always key negotiating points in M&A transactions. It’s also important to consider the influence of proxy advisory firms’ recommendations in light of the stockholder base.
Sica Fletcher
JULY 2, 2024
For example, knowing how much equity the buyer has utilized in previous deals can give you a good idea of what to expect when you finally sit down at the negotiating table. Keep a close eye on earnouts, post-closing employment contracts, and how well a buyer supports the seller following the finalized negotiations.
Sica Fletcher
SEPTEMBER 17, 2024
This is why it’s so important to have an experienced partner on your team handling the valuation and all associated negotiations. What qualifies as a non-recurring expense when calculating the adjusted EBITDA for insurance agencies is often enthusiastically negotiated by your team and the buyer’s. Learn more at SicaFletcher.com.
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