A Boutique Firm Focusing on Ventures & Acquisitions
When taking place in an acquisition, you will first submit an offer which is generally placed in an LOI. An LOI will include the basic terms of the deal. The most important metrics include price, timeline to close, and details on a deposit. There are a few factors to consider when thinking of whether you […]
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A business that is strong is one that has fundamentals that are strong like an oak and have a lot of structural elements arranged in a format that appears like a top down funnel. A good business is like a net that catches lots of prospects and produces small sales and larger size deals. Some […]
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When understanding an acquisition, you want to understand the ever changing environment and the innovative principles that are taking stronghold over the space. There are two types of assets. Intangible assets and Tangible assets. Speaking further, there are digital assets and physical assets. Anything relating to people, products, inventory, real estate, equipment, etc. can be […]
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When looking for opportunities in the M&A space, you should be looking at things from a perspective of sustainable and future. The goal of any business acquisition is to sustain and build. So the present tense and future tense is what should be honed in on. Thus, what is the current landscape of the business […]
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A merger and acquisition can be defined as one of two scenarios. A merger takes place when two companies come together as a single entity, whereby two companies agree to do business together. An acquisition takes place when one company looks to absorb another company and maintain control of the operations. Both of these scenarios […]
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After you buy a business, a proper M&A advisor or attorney will help you understand the next steps. Depending on the business you buy you will want to make sure you get things transferred. Here are some of the main things. Website usernames and passwords – The seller should create an excel sheet of all […]
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When acquiring a business, you want to look for a so called diamond in the rough. This is basically a high cash flow business that is generally absentee or easy handover, with minimal time spent, for a great deal and value. These are extremely rare to find, so let’s move down from there to understand […]
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After you have an offer accepted (best practices are through an Letter of Intent LOI), you will enter a due diligence period. The purpose of due diligence is to really check the numbers are matching what you anticipated, there is synergy, and the business can continue forward with proper systems that are there. The goal […]
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When you are serious about a business, you will do your homework on the prospectus and any confidential materials you need to place an offer. You don’t want to spend a whole lot of time with the seller and seller’s representation if you don’t have to. In a M&A deal, this will make you appear […]
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If you are looking at a business and the fundamentals are solid and you want to take advantage of the opportunity but you are hesitant because you are unsure about how this business will do once current management is gone, than you want to structure the deal in a creative way. Generally speaking, most deals […]
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