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Striking the Balance: Key Negotiation Points in Today’s Agreements

Focus Investment Banking

Non-Compete Clauses Non-compete agreements prevent sellers from launching competing ventures post-sale. Additional Negotiation Hotspots Other critical terms I’m coming across on these transactions include: Earnout Provisions : additional value and payments based on how the business performs after the sale (e.g.

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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

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Why ReNew Manufacturing Solutions is Bullish on Precision Machining and Fabrication Companies

Focus Investment Banking

This personal connection, combined with broader market forces like the “silver tsunami” the retirement-driven sale of millions of baby boomer-owned businesses sparked ReNews strategy. With more than 18,000 machining companies across the country, most of them small and privately owned, the sector is highly fragmented.

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Agentic AI Musings

Beyond M&A

You can read more about his journey here: [link] To see Agentic AI in action for this post, I hired the blog-writing agent: To write the following section: What is Agentic AI? It is very handy for a sales meeting and impressively quick. This is referred to as Chat UX. This is why my tect above does not sound like me.

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Navigating Buyer Options, Key Deal Terms, and the Process

Focus Investment Banking

Business owners often dont know where to start with these steps when considering a sale or investment deal. What are the key terms I should negotiate in a sale or investment deal? Key terms include: Deal Structure : Cash at close, seller notes, stock or asset sale. Confidentiality is paramount during the sale process.

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The Ripple Effect: How Increased Capital Gains Taxes Influence Private Equity and Venture Capital Investments in M&A

Sun Acquisitions

This blog post will explore how a hike in capital gains taxes can influence the strategies and decisions of PE/VC firms, ultimately affecting the M&A market. This can reduce the overall level of M&A activity and limit the opportunities for target companies to exit through a sale.

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Breaking Down the FOCUS Sell-Side Process

Focus Investment Banking

Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. Breaking Down the FOCUS Sell-Side Process FOCUS Investment Banking is a leading sell-side advisor serving middle market companies. Our healthcare services clients (e.g.,