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: 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.
Artificial intelligence helps retailers anticipate customer needs
Walmart and McDonald’s use AI to lure customers, while Amperity aims to provide a 360-degree view of what a customer is buying in the second installment of Mergers & Acquisitions’ weekly 7-part series on retail technology M&A.
M&A wrap: Nike, McDonald’s, Leonard Green, Shorehill, Cerberus, Taylor Swift
Nike, McDonald’s and others wield IoT to enhance customer experie nces in the first installment of Mergers & Acquisitions’ weekly 7-part series on retail technology M&A. Leonard Green, Shorehill, Cerberus involved in deals. Update on dealmaking in October.
M&A wrap: Monroe, Carlyle, Littlejohn, Wellfleet, Advent, Pike Street, Tailwind, Deval Patrick
Demand for CLOs drives Monroe to raise new fund. Alpine caps seventh fund. Advent, Pike Street, Tailwind, make deals. Bain Capital’s Deval Patrick joins crowded 2020 Democratic presidential campaign.
M&A wrap: CVC, Al Gore, Apollo, Industrial Growth, AEI, McDonald’s, Nike
CVC raises second growth fund that will invest in mid-market tech-enabled businesses. Al Gore’s fund backs logistics software maker. More PE news from Apollo, Industrial and AEI. Read how retailers, such as McDonald’s and Nike, are using IoT to enhance customer experiences in our weekly 7-part series on retail tech M&A.
M&A wrap: SK Capital, McDonald’s, Nike, Anheuser-Busch, Liberty Hall
Chemicals-focused investment SK Capital raises new fund. McDonald’s and Nike use IoT to improve customer experiences. Anheuser-Busch buys remaining stake in craft brewer. Liberty Hall makes add-on for Bromford.
M&A wrap: Nike, McDonalds, Internet of Things, Mid-market week, KKR, Walgreens, TGI Fridays
Mergers & Acquisitions kicks its 7-part series in retail tech M&A by looking at how Nike and McDonald’s use IoT to improve customer experiences. ACG host Middle Market. KKR formally approaches Walgreens Boots, according to Bloomberg News. TGI Fridays merges with SPAC.
Retail Tech M&A, Part 1: The Internet of Things changes everything
Nike, McDonald’s and others wield IoT to enhance customer experiences in the first installment of Mergers & Acquisitions’ weekly 7-part series on retail technology M&A.
M&A wrap: Alibaba, Jack Ma, Cainiao, Amazon, Butterfly, OTPP
Alibaba, with founder Jack Ma, raises stake in logistics arm. Butterfly and OTTP invest in nutrition products maker. Asian real estate investor Phoenix Property raises new fund.
M&A wrap: Apollo, Leon Black, Blackstone, KKR, RealPage, Madison Dearborn
2019 is a record fundraising year for U.S. PE firms. Apollo, led by Leon Black, sees assets doubling in five years. RealPage, Madison Dearborn make real estate-related deals. PE news from Arlington, Olympus, Sterling Group.
M&A wrap: Amperity, Custora, Walgreens, Xerox, Taylor Morrison, Riverside
Amperity buys customer analytics firm Custora to help retailers get a better grasp on shopping behavior. Walgreens Boots Alliance is in talks to go private, reports Bloomberg News. ICV, Riverside, make deals.
M&A wrap: CVS, Jordan, Bruin Sports, Houlihan Lokey, Madison Dearborn, Apax
CVC and Jordan Co. back sports entertainment investment firm Bruin Sports. Houlihan Lokey buys European advisory firm. More PE news from Madison Dearborn, Apax.
M&A wrap: Altas Partners, Marty Lipton, Stryker, Harvest, ICV, AEI
Altas Partners raises new fund. Wachtell, Lipton, Rosen & Katz co-founder Marty Lipton gets honored by the IIE. Stryker buys medical device maker. PE news from AEI, ICV, Harvest Partners.
Martin Lipton, inventor of the “poison pill” anti-takeover defense honored by IIE
The co-founder of Wachtell, Lipton, Rosen & Katz Lipton invented the “poison pill” in 1982 to help companies defend against hostile takeovers
M&A wrap: Google, Fitbit, Alphabet, Pathlight, One Rock, PE lending
Google buys smartwatch maker Fitbit. Lender Pathlight raises first funfs. More deal news from One Rock, Tyler Technologies and ButcherJoseph.
Banks extending more credit to PE. Will they regret it?
Bank and other lenders are said to have poured hundreds of billions of dollars into financing private-equity firms and their investment deals in recent years. Defaults have been low, but an economic slowdown could put these relationships to the test.
M&A wrap: Fiat Chrysler, Peugeot, Platinum, Arsenal, Spirit AeroSystems, CI Capital
Fiat and Peugeot owner reveal plan to combine forces. Platinum Equity buys ship interior designer. More PE news from: Arsenal, Graham Partners, CI Capital.
M&A wrap: Fiat, Peugeot, Citroen, CD&R, Carlyle, Merit Capital
Fiat, Peugeot owner in deal talks. CD&R buys Anixter. Carlyle backs insurance broker and adds-on talent acquisition firm.
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
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