Pencil

The CFO Alliance Blog

MIDDLE MARKET M&A: WHAT EXECUTIVES AND ADVISORS NEED TO KNOW

Happy New Year, I hope Q1 2018 is off to a great start! Its been six months since I joined AchieveNEXT as “Director of Corporate Development Services” and I very much look forward to collaborating more closely with you in 2018!

Last year I launched the AchieveNEXT Corporate Development platform by chairing an Special Task Force on M&A best practices for CFOs, our findings will be published on Monday, February 19. In advance of that publication I'd like to highlight some highly complementary research from our partners at The National Center for the Middle Market. Their report on Middle Market M&A aims to help "executives and advisors make the most of their M&A" activities.
https://www.middlemarketcenter.org/research-reports/merger-acquisition-insights-executives-advisors-consultants

Key Findings Include:

  • 20% of middle market companies complete an acquisition annually
  • 60% of companies say M&A is vital to their growth strategy
  • 42% of companies find it "very difficult" to assess deal valuations
  • 44% say both technical and cultural integration is a "major challenge"

Email me to gain access to either of these reports.

Clearly, M&A will continue to be a major driver of middle market growth in 2018 but most companies do not have the internal resources necessary to optimize these transactions. If your firm is planning any corporate development activity in the next 12-18 months I'd like to learn more about your objectives and how I can help.

Our middle market transaction services include:

  1. M&A Advisory - Buy and sell side, target identification, due diligence and deal execution.
  2. Capital Planning - Access and introductions to private debt/equity, venture capital and alternative financing sources
  3. Technical Accounting -  SEC and SOX Compliance, Financial Reporting, Valuations, IPO Readiness and CFO consulting.

Please use the link below to calendar a call with me.

One click call scheduling, fast and efficient!

Best regards,

Joel Lindenberg

AchieveNEXT®
Director - Corporate Development Services

C: 310.309.1770
 

Upcoming Events

7 Nov
8 Nov
15 Nov

View All Upcoming Events

Browse by Topic