JD Supra: Mergers

JULY 21, 2025

I n the world of corporate mergers and acquisitions, attention is lavished on financial statements, contracts, intellectual property, real estate, and executive compensation. Armies of lawyers and accountants pore over every line item and clause, preparing due diligence binders thick enough to double as doorstops.

M&A

Software Equity Group

JUNE 25, 2025

The best way to prepare for  due diligence  in a SaaS M&A transaction is to do most of the legwork before it starts. We also provide an in-depth downloadable M&A due diligence checklist (PDF) so that you’re set up for success. SEG has helped software companies successfully go through due diligence for over 30 years.

M&A

Sun Acquisitions

DECEMBER 20, 2024

Mergers and acquisitions (M&A) have long been a cornerstone of corporate growth strategies. In the past, dealmakers relied on intuition, experience, and financial modeling to identify and assess potential targets. The Benefits of a Data-Driven M&A Strategy There are several benefits to using a data-driven M&A strategy.

M&A

JD Supra: Mergers

SEPTEMBER 11, 2024

According to the American Bar Association's Private Target Mergers and Acquisitions Deal Points Studies, financial statement representations are universally required from sellers in private company M&A deals, included in almost every transaction—99% covered by the most recent study in 2021.

Financial Statement

JD Supra: Mergers

SEPTEMBER 20, 2024

In the realm of mergers and acquisitions (M&A), due diligence is a critical phase where a buyer’s acquisition team assesses potential risks and opportunities before finalizing the terms of an agreement to purchase its target company. By: Kohrman Jackson & Krantz LLP

M&A

Deal Lawyers

JULY 18, 2025

The updates to the Schedule 13D/G CDIs for the 2023 rule amendments I blogged about earlier this week aren’t the only recent development coming out of Corp Fin that’s relevant to M&A practitioners.

Financial Statement

Francine Way

MAY 18, 2017

Before we move on to the buy-side and sell-side process of M&A next week, I’d like to wrap up this week by discussing the other capital structure component / tool: equity. We care about equity in M&A because a successful transaction is one that creates value for equity holders.

M&A

The M&A Lawyer

SEPTEMBER 8, 2015

The primary transaction agreement in every M&A deal contains representations and warranties, colloquially referred to as “reps and warranties” or simply “reps,” from each party to the other. Walk rights.

M&A

Francine Way

JULY 11, 2017

To perform this analysis, the following are needed: Target’s financial statements (income statement, balance sheet, cash flow): Preferably audited historical statements, cleaned up and re-formatted in Excel properly (we will see an example of this in the next post).

Valuation

Midaxo

SEPTEMBER 28, 2023

M&A transactions can be incredibly rewarding, but they also come with significant risks. M&A due diligence is the process that allows you to dig deep into a target company’s details and evaluate whether the acquisition aligns with your strategic goals. This goes beyond just the surface-level aspects of the target company.

M&A

Midaxo

AUGUST 10, 2023

Most corporate development and M&A professionals believe that rapidly evolving AI technology should be used with a fair amount of skepticism. Due Diligence AI tools can assist with due diligence activities by automatically analyzing large volumes of data, including financial statements, legal documents, contracts and customer records.

Mergers and Acquisitions

How2Exit

SEPTEMBER 9, 2024

E242: The Art of the Deal: Steve Rooms' Masterful M&A Strategies, Unraveling the Secrets to Success - Watch Here About the Guest(s): Steve Rooms is a seasoned financial expert and serial entrepreneur with extensive experience as a Chief Financial Officer (CFO).

M&A

How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A

How2Exit

DECEMBER 22, 2023

b' E171: Navigating Small-Medium Business M&A with Eric Pacifici: Tips and Common Deal Killers - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn "I love entrepreneurship through acquisition.

M&A

Francine Way

JULY 8, 2017

There are many reasons to sell a house: wanting liquidity and diversification (especially if the house is an investment property), lack of progress toward a financial / strategic goals (i.e. the house sits in a geography that is not expected to increase in value anymore), lack of financial resources to pay for the house, estate-planning (i.e.

M&A

Francine Way

JUNE 22, 2020

A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. I learned a few new things in these 2 roles, including how to evaluate a merger opportunity and present it to a corporation’s Board of Directors (BoD).

Valuation

How2Exit

MARCH 11, 2024

b' E194: Navigating Business Success: Insights from Entrepreneur and M&A Expert Richard Tunnah - Watch Here rn rn About the Guest(s): rn Richard Tunnah is an experienced entrepreneur and mergers and acquisitions expert. He emphasizes the importance of forward planning and exit strategy when it comes to selling a business.

M&A

Francine Way

JULY 12, 2017

Add back / remove the extraordinary, unusual, non-recurring items to historical income statement to normalize the statement. Derive proforma assumptions from the target’s normalized historical statements. Build proforma income statement and balance sheet. Derive Free Cash Flow to Firm (FCFF).

Discounted Cash Flow

How2Exit

MARCH 7, 2023

11 Lessons We Learned About Protecting Assets and Risks in M&A by Interviewing Joe Prencipe. Ron Concept 1: Know The Risks of M&A When it comes to mergers and acquisitions (M&A), it is essential to understand the risks involved. -Ron M&A can be a great way to expand a business, but it can also be very risky.

M&A

Devensoft

JUNE 1, 2023

Chapter 1: A Modern Due Diligence Guide for Today’s Economy Merger and acquisition (M&A) due diligence is a crucial process for businesses looking to acquire or merge with another. According to a study by Deloitte, over 90% of M&A deals fail to achieve their objectives, often due to inadequate due diligence.

Economics

Cooley M&A

MAY 22, 2020

Yesterday, once again without an open meeting, the SEC voted (with a dissent from Commissioner Allison Lee) to adopt amendments to the requirements for financial statements relating to acquisitions and dispositions of businesses.

Financial Statement

How2Exit

DECEMBER 21, 2023

b' E170: Financial Modeling and Analysis in Mergers and Acquisitions with Paul Barnhurst - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Their team is experienced in M&A, and they hire the best talent available.

Financial Models

GillAgency

JANUARY 20, 2023

Mergers and acquisitions (M&A) are common in the business world and involve the combination of two companies or the acquisition of one company by another. However, the process of M&A is complex and involves several steps, including due diligence, negotiations, and integration. Let’s explore deeper as to what is M&A.

M&A

How2Exit

MAY 29, 2023

This is something that Dr. Klint Kendrick, a 10-year veteran in the world of M&A, has learned through his own experience as an acquired employee and catching manager. It is easy to focus on the financials and overlook the importance of investing in people. Doing so will help ensure a successful merger or acquisition.

M&A

How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. Ron Concept 1: Maximize Business Value When Exiting When it comes to exiting a business, maximizing value is of paramount importance.

M&A

Sun Acquisitions

MARCH 22, 2024

Mergers and acquisitions (M&A) are pivotal in the corporate world, where businesses come together to create new opportunities and enhance their competitive edge. In this blog post, we will delve into the world of M&A due diligence , shedding light on the best practices for conducting a comprehensive evaluation of potential targets.

M&A

Successful Acquisitions

APRIL 4, 2024

The program covers the topic areas of: financial markets overview, financial statement analysis, financial projections, comprehensive valuation analysis, financial modeling, merger modeling, the M&A process, and regulatory/ethical/legal considerations. Always learning’ is an important value for our team.

Financial Statement

PCE

NOVEMBER 21, 2023

For many of us, the end of the year is a time for reflection—and for most businesses, it is a critical juncture. Owners look back on the previous year and forward to the year ahead, with an eye toward making necessary tweaks and building on past success.

Financial Statement

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by Axial, SDR’s Scott Mitchell joined fellow M&A professionals to discuss common questions and concerns of business owners looking to complete a transaction process. If you are interested in exploring your options, our team of M&A professionals is here to help.

M&A

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability

MergersCorp M&A International

FEBRUARY 22, 2024

MergersCorp M&A International is a prominent global investment banking firm that offers a wide range of services to businesses looking to expand through mergers and acquisitions (M&A). MergersCorp understands that M&A transactions can be complex and fraught with challenges.

M&A

Focus Investment Banking

JUNE 17, 2024

For a new client, we recently had to spend a bit of time up front explaining how escrows work in M&A transactions and why they exist. The client was rightly concerned about a portion of his eventual selling price being tied up indefinitely — or even worse, never being released. Working capital escrows work in this way.

M&A

How2Exit

SEPTEMBER 2, 2024

Currently, Danny focuses on M&A activities, primarily within the marketing and creative agency sectors. Having worked for giants like KPMG and PwC, his M&A proficiency spans corporate structuring, transactions, and strategic exits. He's now partnered with Danny to co-lead fascinating M&A ventures.

Acquisitions

Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. An M&A deal consolidates companies or assets, typically aiming to boost growth, gain competitive advantage, or enter new markets. An M&A advisor is an authority on valuation norms within your industry.

M&A

GillAgency

SEPTEMBER 15, 2023

The first interview between a prospective buyer and a seller in the realm of mergers and acquisitions (M&A) marks a pivotal moment in the initial due diligence process. Financial Performance and Projections: Buyers are keen to understand the financial performance of the target company.

M&A

Devensoft

JUNE 20, 2023

Corporate development through mergers and acquisitions (M&A) is an increasingly popular strategy for companies seeking to drive innovation and growth opportunities. It requires a strategic approach to ensure that the benefits of M&A are fully realized. This is where strategic corporate development comes into play.

M&A