
M&A Insights
Stay on Top of the Changing M&A Landscape.

Dealscape | Medtech capital Raising

Understanding the Divide: Valuation Multiples for Small Businesses vs. Lower Middle Market

Life Sciences in California: A Key Economic Engine

M&A Deal Points | Navigating Unsolicited Offers

M&A Market | Know your buyer

M&A Deal Points | Trading Places - The unique dynamics of management buyouts (MBOs)

M&A Deal Points | The LOI

Financing Transactions

Why Asset Deals Dominate Smaller M&A Transactions

M&A Deal Points | Why asset deals are more prevalent in the lower middle market?

The M&A Puzzle: A Step-by-Step Guide to Getting Deals Done

M&A Deal Points | Diving Deeper into Key Questions Sellers Should Expect

M&A Process | What Does a "Typical" Deal Look Like?
While many sellers dream of M&A deals arriving fully formed, prepackaged, and ready for closing, the reality is that each transaction is more like a complex puzzle—one that often doesn’t completely come together until the wire transfers hit, and sometimes not until after integration.

M&A Deal Points | The first interactions between buyer and seller

M&A Deal Points | Simultaneous vs. Deferred Closings: What's right for your deal?

M&A Market | Who is the right type of buyer for your business?

M&A Deal Points | Understanding What Matters Most to Sellers
The lower middle market operates under a unique set of dynamics compared to the middle and public markets. While large transactions often prioritize price, terms, closing certainty, and fit—in that order—the priorities in lower middle market transactions are distinctly different.

M&A Market: Look Before You Leap – A Guide to Earnouts
Before agreeing to an earnout as a seller, it’s important to understand the broader context of how they work and their potential pitfalls. Here are some key insights:

What Comes Out of the Purchase Price in an M&A Transaction?

The Role of Default Positions in M&A
Default positions in M&A terms, which occur automatically unless changed, significantly impact deals. They also determine where earnout funds are held and whether post-closing roles renew automatically. These defaults influence transactions both legally and through relationship dynamics.