Plan for Succession

Idiosyncrasies of Lower Middle Market Deals from M&A Professionals

Video

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Idiosyncrasies of Lower Middle Market Deals from M&A Professionals

Basil Peters – Strategic Exits​
Jeffrey Kadlic – Evolution Capital Partners​

AM&AA Generating a Better Deal: Nurturing a Company a Credible Acquisition – Spring 2013 AM&AA Symposium/Buyouts East Event

Video
A panel discussion giving wealth insight from an operating perspective as a general partner and an LP perspective.
Panelists: Jay Jester, Audax Group
Brett Palmer, CM&AA, SBIA
Jeffrey Kadlic, Evolution Capital Partners
Moderator: Kenneth Marks, CM&AA, High Rock Partners

No Man’s Land

Video

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Doug Tatum shares information on a time series database of virtually every company in the U.S. that he has created.

Spring 2013 AM&AA Symposium/Buyouts East Event

 


The $10 Trillion Opportunity

Books

Exit planning is a hot topic! As the baby boomer generation begins to retire over 7.7 million business owners will need exit planning services. These businesses represent over $10 trillion in wealth. Yet, surprisingly, 75% of business owners say they do not know how they will be able to retire or exit from their businesses. As a result, this book is a “must read” for all professional advisors interested in helping to ensure the successful transition and management of this wealth.

 


Middle Market M&A – Handbook for Investment Banking and Business Consulting

Books

Handbook for Investment Banking and Business Consulting – Providing a holistic overview and guide to mergers, acquisitions, divestitures, and strategic transactions for middle market companies.