M&A Access

M&A Access: November 25

This week’s M&A Access features Jim Friesen MBA, CPA, CMA, CM&AA, Partner, Portage M&A Advisory. Friesen surveys the buy and sell sides in the lower middle markets. Also, Friesen covers what potential clients should know about the divestiture—a critical process that requires planning and having a strong “deal term.” Read More

M&A Access: November 18

This week’s M&A Access features Kim Clark Pakstys, Board Member & Interim CXO. Pakstys outlines why M&A deals fail to reach their expected value, including poor identification of goals, leadership teams, and culture. Pakstys also details how to maximize success and value creation when making a deal. Read More

M&A Access: November 11

This week’s M&A Access features Bryan Berent, Managing Partner, Blue River. Berent deciphers the activity on the buy-and-sell side—PE firms have “jumped back into the market with both feet.” Also, as an M&A advisor, Berent unveils hidden value drivers that make the most difference to clients, including management team stability, type of...Read More

M&A Access: November 4

This week’s M&A Access features Ken Gorman, Director, Transworld Business Advisors – London South West. Gorman details how, despite the pandemic, now is the right time to sell your business in order to take advantage of the approximately $1.5 trillion in private equity that’s in search of good investments. As a broker, Gorman also describes...Read More

M&A Access: October 28

This week’s M&A Access features Anthony Boschetto, Partner, KLR Outsourcing. Boschetto reveals which industries are succeeding during this economic downturn, including IT services, e-commerce, and emerging markets. Boschetto also explains how KLR’s strategic advisory outsourcing practice helps businesses reach their full potential through robust...Read More

M&A Access: October 21

This week’s M&A Access features Alan Schlotzhauer, CEO, 2717 Group. Schlotzhauer breaks down the current state of both the buy and sell side of the built industry, which includes increased deal scrutiny on behalf of the buyer and more creative solutions from the seller. In light of the pandemic, Schlotzhauer also highlights what M&A professionals...Read More

M&A Access: October 14

This week’s M&A Access features Carmen West, Managing Partner, 641B. West highlights 641B as a provider of resources and capital for minority-owned businesses. West also details how the pandemic has impacted small businesses in this regard. Read More

M&A Access: October 7

This week’s M&A Access features Matt Bjonerud, CEO, Cerebro Capital. Bjonerud dives deep into the Main Street Lending Program (MSLP), which industries in the middle market are most interested in the program, and why. Bjonerud also covers alternatives for corporate borrowers seeking MSLP dollars.  Read More

M&A Access: September 30

This week’s M&A Access features Ross Schoenfeld, VP, Cross Keys Capital, LLC. Schoenfeld surveys the impact the pandemic has had on his clients and the M&A market in general, noting how valuations for resilient firms has remained steady. He also delves into how Cross Keys Capital, LLC spends considerable time in the onset of the engagement to...Read More

M&A Access: September 23

This week’s M&A Access features Katharine Halpin, Founder & CEO, The Halpin Companies, Inc. Watch as Halpin reconciles with the 1999 KPMG report on why 83% of M&A transactions fail—expressing how the distraction of smartphones and ignoring the people aspect of transactions worsens statistics. Halpin also explains how leaders in emerging companies...Read More