M&A Pulse-White
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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.


Michael
 
N. Mercurio,
Principal in Business Law and Transactions Practice Group, Offit Kurman

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: Coronavirus, Apple, Riverside, Paul Hastings, Intuit, Credit Karma, TurboTax, Perrigo, Ghost Kitchens

Mergers & Acquisitions looks at the impact of the coronavirus on middle-market M&A. TurboTax maker Intuit is reportedly close to buying Credit Karma. Ghost kitchens attract investors.

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Buyout firms circle $500 million clothing tag maker SML

Private equity firms Bain Capital and Boyu Capital are among bidders for SML Group, a closely held garment label maker for fashion brands and retailers.

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Intuit nears deal to buy Credit Karma

The purchase will push the maker of TurboTax deeper into the consumer finance space.

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Viral impact: How COVID-19 is affecting M&A and private equity

The coronavirus has emerged as a dominant theme in earnings calls for public companies like Apple, Coca-Cola, Hasbro, Walmart and XPO. What about the middle market? Dealmakers from Riverside and Paul Hastings weigh in

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M&A wrap: Piper Sandler, Valence Group, Morgan Stanley, E*Trade, Kronos, Ultimate Software, Wipro, Manufacturing M&A

Piper Sandler buys chemicals-focused investment bank the Valence Group. Morgan Stanley’s E*Trade acquisition could trigger a wave of financial services deals. Mergers & Acquisitions examines trends driving Manufacturing M&A.

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Morgan Stanley ignites banking takeover buzz

Morgan Stanley’s E*Trade deal is being interpreted by analysts, investors and investment bankers as just the start of a long-predicted series of deals big enough to reshape the upper echelons of the U.S. financial industry.

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M&A wrap: Morgan Stanley, E*Trade, Sycamore, Victoria’s Secret, Forever 21, TA, Thompson Street

Morgan Stanley buys E*Trade, as the retail brokerage sector consolidates. Sycamore picks up stake in Victoria’s Secret. New Forever 21 owners plan to keep stores afloat. PE News from TA and Thompson Street.

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Forever 21’s new owners in talks to keep most stores open

Forever 21 filed for bankruptcy in September after struggling with large, expensive locations and losses in some international markets, while suffering from the same online competition that has forced U.S. retailers to close thousands of stores in recent years.

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Sycamore takes control of Victoria’s secret

L Brands Inc. agreed to sell a controlling stake in its Victoria’s Secret brand to private equity firm Sycamore Partners in a deal that values the lingerie brand at $1.1 billion.

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Morgan Stanley adds discount broker in $13 billion E*Trade deal

The retail-brokerage industry is being reshaped by price wars and consolidation.

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M&A wrap: Dell, Ally Financial, LendingClub, Align Capital, Blue Apron, VSS, Manufacturing M&A

Lower mid-market PE firm Align raises second fund. LendingClub buys online bank. Dell divests cybersecurity unit. Blue Apron considers a sale of the company. Mergers & Acquisitions takes a look at 5 trends driving manufacturing M&A.

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Dell offloads cyber unit, as it continues to streamline businesses

The tech giant has sought to simplify its sprawling empire of hardware, software and security businesses that operate under the Dell Technologies banner, seeking to keep up with changing industry trends and to pay down debt.

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Ally to pay $2.6B for unsecured lender CardWorks

CardWorks also specializes in non-prime credit cards and loans for recreational and marine vehicles.

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M&A wrap: Franklin Resources, Legg Mason, Amazon, Jeff Bezos, Pier 1, 1-800 Flowers, Wind Point, Pamlico

Franklin Resources buys Legg Mason to compete against low cost index funds. Amazon’s Jeff Bezos forms climate change fund. Pier 1 goes bankrupt. 1-800 Flowers picks up PersonalizationMall.com from Bed Bath & Beyond. Lower mid-market PE firm raises fifth fund.

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Jeff Bezos commits $10 billion to fight climate change

Bezos, the world’s richest person, is under pressure to balance Amazon’s need to deliver goods quickly with the environmental consequences of the rapid growth of online shopping.

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Pier 1 files for bankruptcy, seeking time to sell troubled chain

Pier 1’s shoppers have been defecting to e-commerce players like Wayfair Inc., as well as conventional giants like Walmart Inc. that have expanded in the category.

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Franklin Resources buys Legg Mason to compete with low-cost index funds

In an era when traditional stock-pickers are under intensifying pressure, Franklin agreed to buy Legg Mason to create a firm with a combined $1.5 trillion in assets.

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M&A wrap: Odyssey, Citizens Financial, TA, Platinum, Google, Roche, Manufacturing M&A

Odyssey closes sixth fund. Mergers & Acquisitions examines trends driving manufacturing M&A. Google’s Waze acquisition comes under FTC scrutiny. TA, Platinum, make deals.

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Tesla capital raise keeps $14 Billion virtuous circle rolling

Tesla is no longer a tiny niche player that makes cool-but-expensive cars only in high-cost California, but getting to this point required taking on about $12.5 billion of debt, double the amount of cash and equivalents it had at year end.

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Google’s Waze deal Is a likely target in FTC antitrust sweep

The U.S. Federal Trade Commission just ordered major technology companies to fork over details on waves of small acquisitions made during the last decade.

Read More »

What's Market

Private Equity

Private equity is an alternative investment class and consists of capital that is not listed on a public exchange. Private equity is composed of…

M&T Investment Banking Group – Government Contracting Review

4th Quarter 2019 Government Contracting review.

Infographic: The Sell Side M&A Attorney Team

Mergers and acquisitions (M&A) are a team sport. It takes multiple people to successfully close a business transaction: the business owner or owners, the buyer, each side’s accountants, and advisors, and multiple attorneys working together.

A 20/20 Look at 2020 M&A Trends

Economists from the government and the private sector predict a slowdown in the country’s unprecedented, decade-long economic growth.

Venture Returns Outperform Public Markets

If your goal is to add investment opportunities that have both high return potential and strong diversification characteristics, historical data from Cambridge Associates (CA) shows that top-quartile venture capital has outperformed the S&P by ~2x over the last 5-, 10-, 15-, and 25-year periods.

M&A Infographic: High Multiples for Government Contractors Who Sell Now

Own a government contracting business? Right now may be the perfect time to sell.

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 …

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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.

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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?

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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

Do You Know–Really Know–What Your Business Is Worth?

If you think you know the true financial worth of your company, a formal business valuation might change your mind.

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

Janney Advises Advanced Technical Solutions on its Sale to New Era Technology

Janney Montgomery Scott LLC (“Janney”) is pleased to announce that it has served as the exclusive financial advisor to Advanced Technical Solutions LLC (“ATS”), a leading…

Houlihan Lokey Advises Top Aces

Founded in 2000, Top Aces is a leading global defense contractor offering contracted airborne training services to the U.S., Canadian, German, and…

10 Common Mistakes To Avoid When Exiting Your Business

We have had the pleasure of serving multiple entrepreneurs and business owners over the years at my firm, Glassman Wealth. Business owners often face…

Houlihan Lokey Advises E.I.S. Aircraft Products and Services

Based in Germany, E.I.S. APS is a leading manufacturer of highly engineered, lightweight aircraft interior systems, components, and solutions for the aviation…

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 its thoughts on the “Top 10 M&A Deals of the Quarter” for the period ended December 31, 2019.

Patriot Capital Supports Coltala Holdings, LLC’s Acquisition of Trudela Holdings, LLC

Patriot Capital is pleased to announce a new subordinated debt and equity co-investment alongside Coltala Holdings, LLC (“Coltala”) in Trüdela Holdings, LLC (“Trüdela” or “the Company”).

LFM Capital Adds New Portfolio Company: J&E Precision Tool

LFM Capital, a private equity firm focused on lower middle market manufacturing and industrial services businesses, announced today that it has invested in a new portfolio company, J&E Precision Tool (“J&E”).

Houlihan Lokey Advises Quantum Spatial

Houlihan Lokey is pleased to announce that Quantum Spatial, Inc. (QSI), a portfolio company of Arlington Capital Partners (Arlington), has been acquired by NV5 Global, Inc. (NASDAQ:NVEE) for $318 million.

Houlihan Lokey Advises OMNITEC Solutions

Houlihan Lokey is pleased to announce that OMNITEC Solutions, Inc. (OMNITEC) has been acquired by Gryphon Technologies, LC (Gryphon).

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 »

Dissecting The Deal

Lean how the twists and turns of recent M&A deals could affect you and your business

Events

Intersect 2020: Where M&A Meets Opportunity

Whether you are on the buy or sell side, this is a premiere, must-attend event for the M&A industry.Registration is open and early bird are available until February 21. Get in on the action now before this deal is gone. See you in Chicago.

ACG Maryland Deal Forum 2020

Plan now to join us at the ACG Maryland  Deal Forum event on May 27- 28, 2020!

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 …

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