Overview of the Lower Middle Market and Private Capital Marketplace
Idiosyncrasies of Lower Middle Market Deals from M&A Professionals
Marketplace Solutions for Value Growth
M&A Technique: Customer and Vendor Due Diligence
Learn how to perform due diligence, provide important intelligence to buyers in a timely fashion while maintaining transaction confidentiality.
Moderator: Chris Blees, BiggsKofford
Steve Ross, MCM Capital
Aldy Keene, Loyalty Research Center
Ken Koenemann, TBM Consulting Group
M&A 'Round-Up' Across the World: What Worked, What Didn't and What to Expect
M&A ‘Round-Up’ Across the World: What Worked, What Didn’t and What to Expect
Moderated by Giovanni Amodeo, Global Editor-in-Chief of MergerMarket, with contributions by respected thought leaders from Asia, Europe, Latin America and the US, this panel uses the activities, experiences and data from 2012 deals to help set course for 2013.
AM&AA Generating a Better Deal: Nurturing a Company a Credible Acquisition - Spring 2013 AM&AA Symposium/Buyouts East Event
Idiosyncrasies of Lower Middle Market Deals
Investments from Abroad: Inbound Capital Sources
Making the Right Moves in 2013: A Business & Economic Forecast for the Middle Market
U.S. Deputy Chief Economist at Standard & Poor’s, Beth Ann Bovino, provides a global economic update and an outlook on what may be coming our way in the future. In this position, Beth Ann develops S&P’s U.S. economic forecasts and authors the monthly U.S. Economic Forecast.
No Man's Land
The Handbook of Financing Growth: Strategies, Capital Structure, and M&A Transactions-2nd edition
The $10 Trillion Opportunity
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.
Exit planning is a comprehensive and integrated approach that helps business owners address all of the personal, business, financial, legal, estate and tax issues involved in exiting a privately held business. Written specifically for attorneys, financial advisors, accountants, insurance professionals, and other trusted business advisors, this unique book teaches readers how to use exit planning to help exisitng clients and and bring highly qualified prospects to your door.
Now in its 2nd edition, The $10 Trillion Opportunity has been revised and updated to include an all new exit planning resource directory, a complete bibliography, and a detailed index. Written by two of the nation’s foremost experts on exit planning, this book belongs on every business advisors reading list.
Authors: Richard E. Jackim, Peter G. Christman
Business Exit Planning: Options, Value Enhancement, and Transaction Management for Business Owners
The decision of whether to exit your business or not is never just a simple yes or no answer. Most business owners find the issue difficult to grapple with because it is not just one decision. Rather, in most cases, there are many interrelated decisions to be made. For example: How much money will you receive upon exit? What is the best timing for your exit, given the economic cycle of your country and industry? What kind of advisors will you need? And what will happen to your staff, clients, and business partners?
Business Exit Planning explains the two major phases of leaving a business: Business Exit Planning and Transaction Management (that is, what a business owner needs to know in managing the exit transaction). It will equip you, the business owner, with a full overview of what’s involved in exiting your business. The book provides a wealth of illustrative case studies covering the wide range of options available to owners of mid-sized businesses, including intergenerational transfer, merger, liquidation, and more, as well as options for owners who seek an immediate exit and options for those who prefer a staged exit over time.
Author: Les Nemethy
Private Capital Markets 2nd edition - Valuation, Capitalization, and Transfer of Private Business Interests
A theoretical and practical guide that enables readers to make sound investment and financing decisions. This book is a technical finance book that surveys the private capital markets-the major uncharted financial market. Representing nearly half of the U.S. gross national product, these markets are largely ignored, partially because of the difficulty obtaining information and because of the lack of a unified structure to approach them.
This book provides a structured framework that owner-managers and their professional advisors can use to effectively deal with the complicated issues of valuation and capital structure and transfer issues. Robert T. Slee, CBA, CPIM (Charlotte, NC), is President of Robertson Foley, an investment banking firm providing corporate finance service to private companies.
Middle Market M&A - Handbook for Investment Banking and Business Consulting
Handbook for Investment Banking and Business Consulting – Providing a holistic overview and guide to mergers, acquisitions, divestitures, and strategic transactions for middle market companies.