Transactions are event driven. Deals move at a pace and have a steady beat. M&A has pulse . . . . Timing is key. Information is power. Decisions have consequences. Follow the M&A Pulse and be prepared to execute.
Principal in Business Law and Transactions Practice Group, Offit Kurman
Featured CEO
Caroline Kauffman-Kirschnick
President of EMR
Pinnacles: Pathway to the Apex See More Videos Here Caroline Kauffman-Kirschnick, President of EMR Caroline Kauffman-Kirschnick is president of Electric Motor…
Christy Puglisi
Founder & CEO of ClearEdge IT Solutions
Pinnacles: Pathway to the Apex See More Videos Here Christy Puglisi, Founder & CEO of ClearEdge IT Solutions Christy Puglisi…
Terry Dunlap
Terry Dunlap, Co-founder Tactical Network Solutions & Co-founder Refirm Labs
Pinnacles: Pathway to the Apex See More Videos Here Terry Dunlap, Co-founder Tactical Network Solutions & Co-founder Refirm Labs Terry…
Michael Lopes
Vice President Bernstein Private Wealth Management
Pinnacles: Pathway to the Apex See More Videos Here Michael Lopes, Vice President of Bernstein Private Wealth Management Michael Lopes…
M&A News Feed
M&A wrap: Revelstoke, Steve Cohen, NY Mets, Point72, MetLife, Lincolnshire, Sun Capital, Thompson Street
Revelstoke, which acquired rehab company Upstream Rehabilitation, raises two funds. Steve Cohen in talks to buy the New York Mets. Mergers & Acquisitions covers 7 M&A trends in retail tech. More PE news from Lincolnshire, Sun Capital and Thompson Street.
Mergermarket announces winners of European M&A awards 2019
Article Type: News & Press Releases Acuris news analysis and scoops are quoted on a daily basis by major publications, on broadcast media, and in research notes produced by investment professionals. Our journalists and editorial analysts speak at major industry conferences and appear on CNBC, BBC and CNN. image: Select Brand: Mergermarket Event Date: Thursday, December…
M&A wrap: BlackRock, Thoma Bravo, Transom, Huron, Wynnchurch, Ballast Point
BlackRock bets on renewable energy becoming attractive to investors by raising new fund. Thoma Bravo backs digital learning provider. More PE news from Transom, Huron, Wynnchurch.
M&A wrap: Dyal, #GivingTuesday, Cleveland-Cliffs, Astellas, PepsiCo, AEI, HKW, Wind Point
Dyal Capital raises new fund to back PE firms. It’s #GivingTuesday, when many people strive to contribute to their communities. Cleveland-Cliffs merges with steel producer. Pepsi buys better-for-you popcorn brand. More deal news from AEI, HKW and Wind Point.
M&A wrap: Hostess, Richard Branson, Virgin Atlantic, Albertsons, Kroger, Vista, Clearlake, Riverside
Cyber Monday and all eyes are on the retail industry. Hostess buys sugar-cookie maker. Richard Branson scraps deal to sell Virgin Atlantic stake. PE investors from Clearlake, Riverside and Vista encourage their employees to give back.
Weekly wrap: Charles Schwab, Silver Lake, StubHub
Charles Schwab buys TD Ameritrade. Silver Lake backs First Advanatge. StubHub purchases Viagogo.
Robots help retailers fulfill orders faster
Shopify, TH Lee and Hitachi, and others, are relying on robots to increase the speed and accuracy of online orders in the fourth installment of Mergers & Acquisitions’ weekly 7-part series on retail technology M&A.
M&A wrap: Vista, Clearlake, Riverside, Silver Lake, Manchester City, Amazon, Kroger, Walmart
PE investors from Clearlake, Riverside and Vista encourage their employees to give back. Silver Lake buys stake in British soccer team Manchester City. Retailers, such as Kroger and Walmart, invest in automated warehouses, smart supermarkets and robots, in a race to keep up with Amazon.
European Offshore Wind – what does the future look like?
Article Type: News & Press Releases Acuris news analysis and scoops are quoted on a daily basis by major publications, on broadcast media, and in research notes produced by investment professionals. Our journalists and editorial analysts speak at major industry conferences and appear on CNBC, BBC and CNN. image: Select Brand: Inframation Event Date: Wednesday, November…
Private equity gives back: Vista’s Robert F. Smith, Clearlake’s José E. Feliciano, Riverside employees
Philanthropy has become a focus for many well-known PE investors, and their firms are encouraging employees to volunteer.
M&A wrap: Carlyle, T&D, Fortitude, AIG, Kroger, Walmart, Blackstone, Palo Alto, Silver Lake
Carlyle-led group buys majority stake in insurer Fortitude. Blackstone backs bladder cancer treatment company through JV. Kroger, Walmart , invest in smart supermarkets. More deal news from Silver Lake, Palo Alto.
M&A wrap: Charles Schwab, TD Ameritrade, Bernard Arnault, LVMH, Tiffany, Stubhub, ebay
Charles Schwab buys TD Ameritrade in a deal poised to reshape the brokerage industry. LVMH expands global retail portfolio with Tiffany acquisition. Viagogo buys Stubhub from ebay.
Smart supermarkets become popular, as Kroger, Walmart add them
Grocery stores are opening mini warehouses and “dark stores” in order to keep up with rising online orders.
Amazon leads the way, as retailers race to build more fulfillment centers
Amazon and retailers are adding more warehouses to meet consumer demands for faster shipping, as we discover in the third installment of Mergers & Acquisitions’ weekly 7-part series on retail technology M&A.
M&A wrap: Sabre, Pros, Harvest Partners, Charlesbank, Levine Leichtman
To get ready for a busy holiday travel season and help airlines gain more customers, Sabre and Pros are acquiring travel software providers. Harvest Partners buys data center maintenance company. Charlesbank, Levine Leichtman also make deals.
M&A wrap: PayPal, Honey, Minute Media, Derek Jeter, Players’ Tribune, Nike, Bumble Bee
PayPal makes its largest acquisition ever to gain data on consumer buying habits. Minute Media buys Derek Jeter’s the Players’ Tribune. Nike backs hands free shoe maker. Canned tuna producer Bumble Bee is in talks for a bankruptcy sale, according to Bloomberg News.
Heading to Grandma’s house for the holidays? Travel companies are gobbling up software providers
Sabre and Pros are making acquisitions to expand their digital offerings and improve customer service to flyers.
M&A wrap: NovaQuest, Wellington, CD&R, Broadridge, Advent, GF Data
NovaQuest and Wellington Management raise healthcare-related funds. CD&R bets on growth in the medical aesthetics sector. Advent buys haircare brand. GF Data provides third quarter lower middle-market valuations update.
M&A wrap: Google, CloudSimple, Luminate, Wind Point, York Capital, Walmart, McDonald’s
Google moves forward with dealmaking spree, despite antitrust probe. Luminate backs SaaS provider. Wind Point, York Capital make logistics deals. Walmart and McDonald’s use AI to lure customers.
M&A wrap: Estée Lauder, Have & Be, Dr. Jart, Walmart, McDonald’s, HP, Xerox, HKW, Genstar
Estée Lauder buys remaining stake in skincare brand Dr. Jart+ to expand in Asia. Walmart and McDonald’s use AI to lure customers. HP rejects Xerox’s buyout bid. PE news from HKW and Genstar.
What's Market
Don’t Use an M&A Attorney for an Investment Banker’s Job
Most people will never experience a merger, acquisition, or other business transaction firsthand. Of those business owners who do…
In M&A, a Seller’s Greatest Asset Is Their Engagement in the Deal
Every business owner understands the importance of employee engagement. Keep your team motivated and energized, and you’ll…
Why Are the Fees to Sell a Business So High? It’s a Matter of Expectations
“How much will it cost to sell my business?” It seems like a reasonable enough question—and a business owner is wise to plan…
KippsDeSanto’s DealView — Top 10 M&A Deals of the Quarter
KippsDeSanto & Co., an investment banking firm focused on serving growth-oriented Aerospace / Defense, Government Services and Technology companies, would like to share…
Capital Market Outlook (PDF)
Capital Market Outlook from our Chief Investment Office delivers a balanced mix of macroeconomic insights and global market views, with in-depth analysis from the CIO’s …
Where everybody no longer knows your name By Christopher Helmrath
The immensely popular television sitcom “Cheers” from yesteryear had an iconic theme song that relates to what is transpiring today in mergers, acquisitions, and investments for middle-market companies here in the mid-Atlantic states and across the country.
What the tight labor market means for family-owned businesses By Christopher Helmrath
While it will always be true that what’s good for the goose (male) is good for the gander (female), it is not always true that what’s good for the macroeconomy.
In the Market to Buy a Company? By Christopher Helmrath
Know Why You’re Buying and What You’re Getting
Aronson Capital Partners’ Summer 2019 Market Pulse
Aronson Capital Partners (“ACP”) is a leading M&A and financial advisor to aerospace, defense, government services, and technology firms with domain expertise…
INSIGHT: Four Indicators the M&A Window Is Closing and Tips to Take Advantage
Mergers and acquisitions in the Mid-Atlantic area appear to be slowing down, and human behavior patterns can be why. Offit Kurman attorney Michael Mercurio takes a look at reasons for the pause and offers best practices for businesses considering a merger and taking advantage of this period.
Infographic: The State of the M&A Market in 2019
“What’s market?” Two words, a world of assumptions, fears, hopes, and expectations. The question of …
Digital at the Speed of Private Equity
Digital transformation is fundamentally altering the way most industries do business. And in the sky-high valuation…
The market’s showing sparks of life with recent mergers, acquisitions
While Main Street investors had some trepidation over their portfolios during the six-week-long pullback …
3 Questions and 3 Pieces of Advice: In a Hot M&A Market, Is Now the Time to Sell Your Business?
Here in the Mid-Atlantic, the mergers and acquisitions market is exploding. Over the last few months, business…
Deal Flow
Bengur Bryan Co-Advises PF Growth Partners on an Equity Recapitalization and Debt Financing
On July 11, 2019, Bengur Bryan completed a $96 million equity recapitalization by Alaris Royalty Corp. and arrangement of…
About to Sell Your Business? Don’t Schedule Vacation Yet
With summer ending in but a few short weeks, it seems like everyone has vacation on their mind. If you’re not getting ready to leave, you’re probably…
Top Tips From Those Who’ve Been There
No matter how elegant the financial model, spreadsheets can only take you so far. Want to learn what it really takes to be a stand-out in the cut-throat world of investment banking?
The ABCs of selling your business By Christopher Helmrath
Business owners considering the sale of their privately held companies might want to bone up on their ABCs
Be realistic when selling a family business By Christopher Helmrath
There’s a famous saying that if you expect nothing from somebody you are never disappointed. Famous?
Your Business Is Probably Not Like Fine Wine
Cabernet Sauvignon, hard cheese, a cast iron skillet, your favorite pair of jeans, The Princess Bride…
Every M&A Transaction Is a “Big Deal”
It’s been a busy year. Over the past 12 months, the attorneys of Offit Kurman’s…
From the Field to the M&A Negotiating Table, Every Successful Team Shares The Same Dynamics
They say there’s no “I” in “team.” Tellingly, for the parties in merger or acquisition, it’s also impossible…
Prepping the Deal
Michael Mercurio Contributes Chapter on Selling Businesses in Finding Your Edge: Success Secrets from Top 16 Business Thinkers
Offit Kurman attorney Michael N. Mercurio, a leading legal advisor in the field of mergers and acquisitions (M&A), has contributed a chapter in…
Eye-opening report on maximizing your wealth when you sell your business
The goal of many successful entrepreneurs is to sell their companies for top dollar…
How To Sell Your Business – New E-Book
Harvest Business Advisors has years of experience and has completed hundreds of successful business transactions…
Selling Your Company: Will You Choose a Financial or Strategic Buyer?
If you decide to sell your business, you’ll likely encounter two main types of buyers: financial and strategic. Each type…
For family businesses, the family dinner table is no longer enough By Christopher Helmrath
Family businesses are often conceived and formulated around the family dinner table, literally or figuratively.
M&A Market Opportunity: Why the Best Possible Time to Sell Your Business May Be Right Now [Infographic]
The current mergers and acquisitions (M&A) market is giving many business owners a once-in-a-lifetime opportunity…
M&A Sellers: To Maximize the Deal, Manage Your Expectations
Whether you’re running a lemonade stand or listing your home, the most useful trait you can cultivate…
Four Indicators the Current M&A Window May Be Closing
After a meteoric year of dealmaking, the Mid-Atlantic mergers and acquisitions (M&A) market may…
Closing The Deal
KippsDeSanto & Co. advises Kforce, Inc. on its sale of TraumaFX Solutions to Tactical Medical Solutions, a portfolio company of Guardian Capital Partners
TFX is a leading developer, designer, and manufacturer of proprietary medical simulators that improve human and K9 survivability following trauma…
Houlihan Lokey Advises Nobles Worldwide
Houlihan Lokey is pleased to announce that Nobles Worldwide, Inc. (Nobles), a portfolio company of Levine Leichtman Capital Partners (LLCP), has been acquired by…
Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor to Washington & West, LLC in Sale to Revint Solutions, LLC
Baltimore, MD – October 15, 2019 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce that it has served as exclusive financial advisor to…
Houlihan Lokey Advises TransDigm
Houlihan Lokey is pleased to announce that TransDigm Group Incorporated (NYSE:TDG) has sold its Esterline Interface Technologies (EIT) group of businesses to…
Offit Kurman M&A Group Represents the Ritter Companies in Company Sale
The attorneys of Offit Kurman’s mergers and acquisitions (M&A) team are pleased to share news of a recent transaction successfully closed for a client of the firm. The previous owners of the Ritter Companies have sold their businesses to a subsidiary of EVO Transportation & Energy Services, Inc. (EVO).
What M&A Buyers Lose by Keeping Their Closing Checklists to Themselves
I recently represented a group of business owners in the sale of their company. As with any merger or acquisition, the transaction…
KippsDeSanto & Co. advises AceInfo Solutions on its sale to Dovel Technologies, a portfolio company of Macquarie Capital
Headquartered in Reston, VA, AceInfo has established itself as a preeminent provider of NextGen IT solutions addressing the IT transformation and modernization needs…
Houlihan Lokey Advises Engineering Solutions and Products
Headquartered in Chantilly, Virginia, ESP is a premier provider of command, control, communications, computers, intelligence, surveillance, and reconnaissance (C4ISR) lifecycle support..
KippsDeSanto & Co. Advises McNally Industries, LLC, a portfolio company of Gardner Standard LLC, on its sale to Susquehanna Private Capital, LLC
Headquartered in Grantsburg, WI, McNally is a leading provider of advanced design engineering, complex test and assembly, and precision…
Janney Advises Veterans Transportation Co. on its Sale to WE Business Management
September 6, 2019 – Janney Montgomery Scott LLC (“Janney”) is pleased to announce that it has served as the exclusive financial advisor to Veterans Transportation…
KippsDeSanto & Co. advises Altamira Technologies Corporation on its Sale to a ClearSky-led Investor Group
KippsDeSanto & Co. is pleased to announce the sale of its client, Altamira Technologies Corporation (“Altamira” or the “Company”), a portfolio company of… Read more »
Southfield Capital Partners with Milrose Consultants
Southfield Capital, a premier lower middle market private equity firm, announced today its partnership with Milrose Consultants (“Milrose” or the “Company”), a leading…
SC&H Capital Advises Medical Physics, LLC on its Acquisition by Apex Physics Partners
SC&H Capital, a leading investment bank specializing in M&A advice for middle market companies, is pleased to announce the acquisition of its client, Medical Physics LLC, by Apex Physics Partners, a…
KippsDeSanto & Co. Advises Data Works on its sale to E3 Federal Solutions/Sentinel
KippsDeSanto & Co. is pleased to announce the sale of Data Works, Inc. (“Data Works” or the “Company”) to E3 Federal Solutions | Sentinel (“E3/Sentinel”), a NewSpring Holdings Company. Headquartered in ..
Offit Kurman M&A Group Represents Thomas Point Capital LLC in Franchise Acquisition
The attorneys of Offit Kurman’s mergers and acquisitions (M&A) team are pleased to share news of a recent transaction successfully closed for a client of the firm. Thomas Point Capital, LLC has acquired M&R Consulting, LLC, DBA Home Instead Senior Care. Attorneys Michael N. Mercurio and Daniel Hofherr represented Thomas Point Capital, the buyer, throughout…
KippsDeSanto & Co. to be Acquired By Capital One
KippsDeSanto & Co. has entered into an agreement to be acquired by Capital One. Following the acquisition, KippsDeSanto will become …
iCONECT Secures Strategic Capital Funding Helping Lawyers tell ‘Their Winning Story’
San Francisco, CA (Aug 8, 2019) – iCONECT, a privately held 20-year industry leader in legal technology / ediscovery and makers of the award winning XERA document review platform
Southfield Capital Partners with Milrose Consultants
August 7, 2019 GREENWICH, CT – Southfield Capital, a premier lower middle market private equity firm, announced today its partnership with Milrose Consultants (“Milrose” or the “Company”).
Slate Capital Group is pleased to announce that it has partnered with Gladstone Investment Corporation to acquire Horizon Facilities Services, LLC (“Horizon”).
Horizon, based in Allentown, Pennsylvania, is a leading provider of outsourced services to the rental car industry under the Managed Labor Solutions banner.
Janney Advises Horizon Facilities Services, LLC on its Sale to Slate Capital Group
July 22, 2019 – Janney Montgomery Scott LLC (“Janney”) is pleased to announce that it has served as the exclusive financial advisor to Horizon Facilities Services, LLC (“HFS”), an outsourced logistics and facilities services company, on its sale to Slate Capital Group (“Slate”).
Dissecting The Deal
Events
Mike Mercurio Wins 2019 Lawyer Monthly Legal Award in Recognition of Recent M&A Accomplishments
Offit Kurman attorney Michael N. Mercurio has been named among the winners of the Lawyer Monthly Legal Awards 2019, in the category of “Mergers and Acquisitions USA.”…
Cybersecurity – Separating Hype From Opportunity
This cybersecurity event will give attendees the opportunity to listen to, learn from, and interact with practitioners…
2019 Symposium Series Part Three: Value Optimization and Pre-Transition Planning Tactics
Closely-held businesses represent a significant portion of the U.S. economy. Based on ownership demographics, it is estimated that…
Ways Your Business Can Thrive In a Down Economy
An engaging panel discussion to identify how to position your business to thrive in a down economy…
Partial Liquidity Strategies for the Lower Middle Market – Open Networking
A recent survey by PWC and the Family Firm Institute finds that more family businesses are exploring partial liquidity options. On one hand, prices …
Thought Leadership Downloads
Anatomy Of A Transaction- Sell Side Infographic
Anatomy Of A Transaction- Buy Side Infographic
Mergers & Acquisitions: Withdrawal Liability Concerns
Business Exit Planning: Now & Future
3 Questions and 3 Pieces of Advice
Anatomy of the Deal: The Business Combination Tornado
Timing Considerations for the Sale of Your Business
When Fair and Equal Isn't Fair and Equal
SUBSCRIBE TO M&A PULSE