M&A

One of the aspects of M&A science still missing in many companies is the lack of focus on growth capabilities.

When buying a business, the decision whether to structure the transaction as an asset purchase or a purchase of common stock is an extremely important consideration. On the surface, many company acquisitions appear to be straight common equity purchases until further investigation reveals that the buyer has just purchased the target’s assets and selected liabilities.

Once the buyer and seller have reached an agreement in principle, it’s time for the buyer to draft the letter of intent (LOI)

Several enormous M&A deals occurred in 2019. Although the volume of total mergers and acquisitions decreased somewhat as to previous years, the average deal size has substantially increased. 

One-off costs are regularly overlooked in the M&A process. pre-transaction costs’ and ‘post-transaction costs’ is testament to this.

Mergers and acquisitions are some of the most difficult maneuvers to pull off in business. From making sure that the company cultures are compatible with each other, to sorting out the leadership structure of one’s new enterprise, it seems there’s no end to the tasks that must be completed.

With the beginning of the year balance sheet showing a healthy cash balance, you may be encouraged to seek out an acquisition in the coming months.But there’s more than one way to fund an acquisition than simply tapping company funds.

Earlier this year, in a piece on Disney’s Chief Executive Officer, Bob Iger, CNBC confidently proclaimed that Iger had successfully completed “one of the most remarkable revitalizations of any iconic American brand.”

As soon as you don’t have a good answer to the question ‘why are we doing this?’ the merger or acquisition has just run into its first problem and the chances of others arising are already higher as a direct consequence. A good way to avoid this happening is to go back to basics. Establish what you want and whether M&A is even the way to go about it achieving it. 

M&A is full of risks and surprises. Here are five crucial steps to take which help to avoid M&A transaction risks.

M&A refers to the combining of two companies - the buy-side, or the acquirer, and the sell-side, or the target. More specifically, a merger is combining the buy-side and the sell-side into one company...

Merger and acquisition deals make the world go round and with time, deal values and complexities continue to increase. US companies have always been prone to M&A deals, and here are some of the largest M&A deals in our history.

Podcasts are a unique and convenient way to stay informed about the latest happenings in the investment banking industry. Let’s take a look at the 10 best investment banking podcasts out there.Here's a quick look at the best investment banking podcasts.

Dr. Mark Goulston discusses how to effectively scale empathy and compassion in order to generate more successful deal outcomes.

Richard Kasperowski, a Harvard instructor and author, explores the characteristics and patterns of high-performing teams.

By the time many deals get to the integration phase, team burnout and fatigue, along with all of the moving pieces of two companies coming together, can create some murky, complicated waters. Here are four common integration problems facing M&A practitioners.

DealRoom helps teams manage every part of due diligence from start to finish. Your data storage, diligence tracking, and communication tools are all on one integrated platform.

Innovating the M&A due diligence process has been slow moving. However, technology trends are evolving and creating deals that are more secure, successful and efficient. ‍

Without doubt, the single greatest barrier to the adoption of new IT tools is inertia. In many companies, employees have been using the same internal tools for many years.

Data storage is everything. Most businesses are made up of information in the form of documents, graphics, emails, presentations, CRMs, spreadsheets and more. The applications that help a business run smoothly require copious amounts of storage.

M&A is a meticulous business. It requires a thorough process, swift decision making, and strategic planning. During diligence, information that is highly confidential is gathered, which requires the utmost security and control.

Whether you are shopping for due diligence software for M&A or other data sensitive realms, there are four central areas to consider: security, ease of use, cost, and the opinions of industry insiders.

In business terms, due diligence is the research and analysis of a company or organization done in preparation for a business transaction, such as a potential acquirer evaluates a target company and its assets.

Most C-suite executives turn to mergers and acquisitions to jump-start growth or for financial gain, but without these clear systems in place deals often (70% of the time) fail - whether during negotiation, diligence, or integration.

Unorganized communication is a common issue during due diligence. But it doesn't have to be. With the right project management software, communication can be efficient and organized.

Typically when you hire an investment bank your looking at their track record, industry expertise, relationships with buyers, maybe even a culture fit. The following distinguish the difference between just good and great investment banks.

DealRoom vs. FirmRoom: Which platform is right for your business? At Day 1, we’ve launched a new stand-alone, enterprise-grade data room based on our successful project management platform, DealRoom. Both tools provide businesses with a centralized, secure, and transparent work location that can help them become more productive, methodical, and efficient.

In this episode, Kison interviews corporate and business development consultant Judah Karkowsky. They discuss best ways to approach cultural integration, handling ownership issues, due diligence surprises, confidential data protection, and more.

In this episode, we explore M&A in the tech world. Paul’s experience includes more than 25 years of experience in tech industry with companies such as Hewlett Packard and Adobe Systems. He shares his knowledge on common strategy errors that lead companies to failure and the best ways to build integration plans for acquisition teams.

There are 100s of documents to upload to a data room, a tracker to update with what’s been added, emails, follow-up emails, more uploads, updating a tracker again ect. The solution to this is to automate the workflow so management teams spend far less time answering requests and stay focused on running their business.

Are you an “old school” M&A practitioner? Being “old school” means that maybe you are holding on to traditional practices, because they work for you. These methods are tried and true, and have been proven over the years. However, there are many new ways in which to approach the M&A process.

M&A professionals often find themselves jumping between spreadsheets, email, and the data room during due diligence.

In this episode, Kison interviews mergers and acquisitions attorney Luke Fedlam, who shares his knowledge on working with outside counsel.

Back and forth emails can easily overwhelm a management team.

Biondi shares his personal experience on the AdEspresso and Hootsuite merger.

Although Agile is considered to have originated and have specific application to the technology world, it did not originate in IT.

DealRoom Listed in FINRA's Compliance Vendor Directory

Advising Buyers, Business Strategies, and Setting Clear Objectives

In this podcast, Jain walks through the differences between M&A in private equity and investment banking, proprietary and auction deals, and integration planning.

In this podcast, Gambs gives advice on picking advisors and investments, and how to learn from failures in your career.

10 Reasons to Outsource Innovation in Agile M&A

Andrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals.