Focus Investment Banking

AUGUST 10, 2023

The Labrador Group, a leading global communication firm specializing in corporate disclosure documents, headquartered in Paris, France, has acquired Argyle, a leading advisory and creative services provider for US public company shareholder communications. This case study highlights the unique process of this transaction.

Investment Banking 52

Investment Banking Advisory Corporation Banking 52

iMerge Advisors

APRIL 14, 2025

But in nearly all cases, the quality and clarity of your financial documentation will directly impact valuation, deal structure, and buyer confidence. What Financial Documentation Are You Overlooking? A well-documented EBITDA bridge can materially impact valuation. Here are several that should be on your radar: 1.

Sale 40

Sale M&A Valuation Private Equity 40

Growth Business

SEPTEMBER 3, 2024

Strict document requirements typically necessitate the involvement of a specialised transaction advisory firm with extensive experience in grants, which can limit available options and increase both business complexity and cost. Karim Budabuss is director of grant advisory at ForrestBrown.

Funds 98

Funds Government Business Advisory 98

iMerge Advisors

APRIL 13, 2025

In the world of mergers and acquisitions, the Confidential Information Memorandum (CIM) is more than just a document its your companys first impression to serious buyers. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

European Investment Bank

JANUARY 2, 2024

Technical assistance services, also called “advisory services”, include all expert advice and expertise-based tasks delivered by the EIB Group and, when necessary, by external service providers managed by staff of the EIB Group. Note #1: The document remains the version adopted in July 2017 – Only the editorial note on §2.4.2

Corporation 52

Corporation Advisory Accountant Management 52

iMerge Advisors

APRIL 15, 2025

How to Prepare for Diligence: A Strategic Checklist To avoid surprises during due diligence, founders should proactively audit and document their open-source usage. Map Licenses to Usage For each component, document: The license type (MIT, GPL, etc.) The key is transparency, documentation, and proactive remediation.

M&A 40

M&A Acquisitions Valuation Sale 40

The TRADE

OCTOBER 13, 2023

The transaction – first reported on back in April – was previously valued at £410 million according to documents seen by The TRADE. Deutsche Numis is set to serve more than 170 corporate broking clients and is focused on providing comprehensive financial and advisory solutions.

Banking 59

Banking Bank Acquisitions Investment Banking 59

Solganick & Co.

OCTOBER 11, 2023

Sector growth is driven by the legal services segment, which is on the forefront of awareness of tech-solutions such as billing & tracking, document management, and payment processing. ChatGPT and GenAI tools are being leveraged to eliminate routine tasks, review documents, automate contracts, and conduct predictive case analysis.

M&A 52

M&A Investment Banking Utilities Advisory 52

Lake Country Advisors

OCTOBER 31, 2024

Defining Your Level of Involvement Decide if you want to be hands-on in operations or prefer an advisory role. In an advisory role, you will provide financial backing and strategic guidance without being involved in daily management. Transparent communication is essential to establishing trust.

Business 52

Business Profitability Debt Negotiation 52

Sun Acquisitions

APRIL 18, 2022

Preparing all your legal and financial documents. With all this in place, you can proceed to what is probably going to be the game-changing aspect of this entire process – hiring a competent M&A advisory firm. Improving your sales – increasing your customer base. Having the business appraised.

Business 98

Business M&A Broker Sale 98

Equiteq

APRIL 6, 2023

Equiteq is an international provider of strategic advisory and M&A services to consulting firms and the broader knowledge economy. New global studies of both suggest that heightened private equity interest will see deal rates maintain higher levels in the coming year, too.

M&A 52

M&A Private Equity Advisory Consulting 52

Lake Country Advisors

MAY 9, 2025

Valuing Your Middle-Market Business and Essential Documents Accurate valuation typically involves in-depth financial analysis, benchmarking against similar companies, and assessing intangible assets like brand reputation or proprietary technology. Generally, most middle-market deals can take anywhere from six months to over a year.

Middle Market 52

Middle Market Business Broker Sale 52

iMerge Advisors

APRIL 9, 2025

Key steps include: Conducting a formal valuation assessment Improving key metrics like retention, gross margin, and CAC:LTV Documenting IP ownership and customer contracts Building a data room for due diligence These steps not only improve valuation but also reduce friction during the sale process.

Valuation 40

Valuation M&A Private Equity Sale 40

Growth Business

JUNE 5, 2025

Youll need a solicitor to draft and review documents, and to give advice around things like warranties and indemnities. If those terms arent nailed down in a Heads of Terms document, theres a risk of disputes cropping up later, by which time the legal and advisory fees have already been incurred.

M&A 81

M&A Business IT Accountant 81

Focus Investment Banking

AUGUST 13, 2023

FOCUS Managing Director, Jeb Connor, who leads the Sale Prep Advisory practice and Anna Brumby White, Principal in the Business Services group, provide insight into the due diligence process and ways to make it smooth and successful. FOCUS helps our clients understand key steps to consider and how to prepare.

Business 52

Business Financial Statement Mergers and Acquisitions Sale 52

Focus Investment Banking

JULY 17, 2024

Advisory firms were particularly sought after by both buyers and sellers looking for customized solutions that could help them enhance the value of their deals by navigating through complexities effectively.

M&A 52

M&A Business Middle Market Boutique 52

Focus Investment Banking

APRIL 30, 2024

Advisory firms experienced heightened interest from both buyers and sellers seeking tailored solutions to navigate complexities and maximize value in transactions. The competitive landscape intensified as boutique consulting firms carved out niches, offering innovative approaches to address evolving market dynamics.

M&A 52

M&A Business Middle Market Boutique 52

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. These documents include: How To Value an RIA: Key Documents by Type Sellers should be prepared to have their M&A advisor or a third party (usually provided by the advisor) review these documents in detail.

Valuation 52

Valuation M&A Insurance Advisory 52

Periculum Capital

OCTOBER 27, 2023

They were well-organized and made the due diligence process and documentation run smoothly. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale Management IT Advisory 52

Periculum Capital

MARCH 12, 2022

In addition to designing the customized debt placement solicitation process, Periculum assisted Morgan with information preparation, outreach to and ongoing communication with prospective lenders, negotiation of term sheets, documentation and the closing.

Debt 52

Debt Food Debt Capital Markets Capital 52

iMerge Advisors

APRIL 14, 2025

A closing binder (also called a closing book) is a comprehensive, organized collection of all final, executed documents related to the acquisition. What You Need Ready Before Closing By the time you reach the closing table, most of the heavy lifting due diligence, negotiation, and documentation should be complete.

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. Due Diligence & Closing (23 months): Legal, financial, and technical diligence, followed by final documentation and closing.

IT 40

IT M&A Valuation Advisory 40

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. What Documents Do I Need? Beyond proof of sustained profitability when analyzing these documents, look for: Liquid Assets. Manageable Debt.

Insurance 52

Insurance M&A Valuation Advisory 52

Chesapeake Corporate Advisors

MAY 7, 2024

The CPA prepares key financials before the sale process begins—such as audited or reviewed financial statements—and provides the financial documents buyers use to value the deal. They also draft legal documents to protect and distribute your wealth, articulate your health directives, and reduce estate tax impacts.

Business 52

Business Sale M&A Negotiation 52

Sun Acquisitions

JUNE 13, 2024

Step 3: Assemble a Strong Advisory Team Navigating the intricacies of a business sale requires expertise in various fields, including legal, financial, and strategic planning. With a clear understanding of your objectives, a realistic valuation, and a strong advisory team, enter negotiations confidently.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

Lake Country Advisors

AUGUST 7, 2023

Due Diligence and Documentation Due diligence is a critical phase in any business sale. Ensuring proper documentation is available and organized can significantly speed up the due diligence process and increase buyer confidence. Their preparation may include a purchase and sale agreement, promissory notes, and other relevant papers.

Business 96

Business Sale Negotiation Broker 96

iMerge Advisors

APRIL 8, 2025

Prepare the Business for Sale Buyers especially private equity firms and strategic acquirers expect a clean, well-documented business. Operational Documentation: Create SOPs, org charts, and product roadmaps to reduce perceived risk. Transition to an advisory role? These are critical for SaaS valuations. Or exit entirely?

M&A 40

M&A Valuation Private Equity Advisory 40

Focus Investment Banking

JUNE 8, 2023

The group has been assisting listed companies in communicating and developing financial and non-financial documents (URD, ESEF, DPEF, CSR, climate reports, etc.) Argyle is a leading advisory and creative services provider for US public company shareholder communications. FOCUS advised LABRADOR in this transaction. for 30 years.

Investment Banking 52

Investment Banking Banking Bank Acquisitions 52

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. What should you do if you receive a negative recommendation for a board member for this reason? .

IPO 52

IPO Government Advisory Corporation 52

Trout CPA: M&A

FEBRUARY 22, 2023

When drafting the four corners of the legal documents and accompanying exhibits, unambiguous contract language and comprehensive disclosure schedules are key to reducing subjectivity in an M&A transaction.

M&A 52

M&A Collaboration Accountant IT 52

Sica Fletcher

APRIL 30, 2024

The following table contains a comprehensive list of the documents our teams use to value an insurance agency. How To Value an Insurance Agency: Required Documentation Your M&A advisor will use these documents to value your agency, as detailed in the sections below. Contact us to discuss a future partnership.

Insurance 52

Insurance Valuation M&A S&P 52

iMerge Advisors

APRIL 14, 2025

This often stems from: Founders or early developers who never signed IP assignment agreements Freelancers or contractors who retain rights to code they wrote Open-source components used without proper attribution or licensing Buyers will want to see airtight documentation proving that all IP has been properly assigned to the company.

Acquisitions 40

Acquisitions M&A Valuation Advisory 40

iMerge Advisors

APRIL 8, 2025

Key legal documents include: Asset or Stock Purchase Agreement (APA/SPA) Reps and warranties schedules Employment or consulting agreements (if youre staying on) Escrow and indemnification terms Deal structure including whether its an asset or stock sale has major tax and liability implications. But your work isnt done.

Valuation 40

Valuation M&A Sale Negotiation 40

Periculum Capital

MARCH 8, 2024

PrecisionPoint is a leader in two distinct market segments: (1) providing as-built documentation to architecture, engineering and construction companies and (2) providing reality capture and technology integration services for global manufacturing and distribution companies seeking to exploit digital twin technologies.

Sale 52

Sale IT Capital Advisory 52

Viking Mergers & Acquisitions

MAY 18, 2023

To conduct a valuation, a broker or M&A advisor will examine your e-commerce business’s financial documents, such as your balance sheet and tax records, to determine the company’s book value, sale value, enterprise value, or other measures of worth. Viking has recommendations for all of these services.)

Business 85

Business Mergers and Acquisitions Broker M&A 85

iMerge Advisors

APRIL 8, 2025

litigation, debt) are disclosed Team & Org: Document key roles, retention plans, and any dependencies on founders or key personnel Many founders underestimate the time and effort required here. Close and Transition After diligence and final documentation, the deal moves to closing. The post How do I sell my software company?

M&A 40

M&A Valuation Private Equity Negotiation 40

Sica Fletcher

MARCH 12, 2024

The shortest answer we can give is, “You give us some specific documentation, and we’ll run some numbers to determine how much the agency is worth.” Documentation You need 3-5 years of documents detailing the health of your business. Choosing the right one for your agency will have an enormous impact on your valuation.

Valuation 52

Valuation Insurance M&A Profitability 52