Book Review Middle Market M&A: Handbook for Investment Banking and Business Consulting was written by Kenneth Marks, Robert Slee, Chris Blees and Michael Nall and published by John Wiley and Sons. None of the authors are strangers to middle-market M&A. There are numerous books that deal with mergers and acquisitions. Does the body of literature […]
read moreStrategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 7 in a series. This installment in our series about Preliminary Transaction Documents (Letter of Intent or Memorandum of Understanding focuses on: (a) the conditions that the buyer requires in order to finalize the agreement and (b) setting the stage for […]
read moreStrategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 6 in a series. The “active-period” of a Preliminary Transaction Document such as a Letter of Intent or Memorandum of Understanding begins when the buyer and seller sign the document. This active-period can span the days, if not months, from signing […]
read moreStrategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 4 in a series. “There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown […]
read moreStrategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 3 in a series. The financial particulars are the main course of a Preliminary Doc; reminiscent of Rod Tidwell’s enthusiastic exhortation to “Show Me the Money!” in the movie Jerry Maguire or that famous question memorialized by Wendy’s spokes-granny, Clara Peller—“Where’s […]
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