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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

Private equity firms are becoming lenders. Here’s why.

With banks in retreat, and interest rates falling, PE firms, including Adams Street Partners, Balance Point Capital, Carlyle and VSS, are moving into the lending business.

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M&A wrap: KeyCorp, Beth Mooney, Most Influential Women, Lovell Minnick, Wind Point

Who are the most influential female dealmakers? Send nominations today. Beth Mooney, the first woman to lead a top-20 U.S. bank, will retire from KeyCorp next year. Wind Point buys Ajax maker.

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Weekly wrap: Grupo Nutresa, Mosaic, U-C Coatings

Grupo Nutresa acquires Cameron’s Coffee. Mosaic Acquisition merges with Vivint. High Road-backed U-C Coatings buys Eco Chemical.

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PE fundraising scorecard: Brightstar, Capital Z, Insight Partners

Brightstar Capital, Capital Z, Insight Partners, Nexphase Capital and Tioga Partners are raising capital, according to SEC filings.

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KeyCorp’s Beth Mooney to retire; Gorman named successor

Mooney was the first woman to lead a top-20 U.S.-based bank. Gorman, the Cleveland company’s vice chairman and president of banking, will replace her on May 1.

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Stripe becomes third most valuable startup in the U.S.

Stripe, founded by John and Patrick Collison raises new funding at a $35 billion valuation. General Catalyst, Sequoia Capital and Andreessen Horowitz are among the participating investors.

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M&A wrap: Grupo Nutresa, Cameron’s Coffee, Gamut, Riverside, Shore Capital

Latin American food processor grows in the U.S. with coffee acquisition. Nominations due Oct. 14 for Most Influential Women. More deal news from Gamut, Riverside, Shore Capital.

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Illinois leads nation in bank M&A. Here’s why.

Nearly a tenth of the industry’s deals this year were connected to the state, which boasts a good number of sought-after small banks.

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M&A wrap: TA, Genstar, Insightsoftware, Bizview, Rockefeller Capital, L Squared

PE-backed Insightsoftware makes third deal of the year. Rockefeller Capital picks up wealth management firm. Nominations due Oct. 14 for Most Influential Women.

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Rockefeller Capital buys wealth Firm for Silicon Valley rich

The firm led by former Morgan Stanley executive Greg Fleming is buying Financial Clarity,

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M&A wrap: Stephen A. Schwarzman, Blackstone, Oak Hill, Mercer, Genstar

Stephen A. Schwarzman discusses the beauty of private equity in an interview with M&A. Oak Hill buys stake in Mercer Advisors. Nominations due Oct. 14 for Most Influential Women.

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Thomas Cook files for U.S. bankruptcy protection

The travel agent’s creditors are set to vote on Sept. 27 on a proposed scheme of arrangement, a U.K. court procedure that will allow Chinese investor Fosun Tourism Group to lead a planned rescue of the company.

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“Complete control” is the beauty of private equity, says Blackstone’s Stephen A. Schwarzman

The CEO of Blackstone discusses private equity’s ability to outperform public markets and remain resilient during recessions in this Q&A with Mergers & Acquisitions.

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M&A wrap: Vivint, Mosaic, Blackstone, Fortress, Cobham, Timken, Most Influential Women

Home security company Vivint merges with Mosaic. Nominations for 2020 Most Influential Women in Mid-Market M&A due Oct. 14. Cobham wins shareholder approval for Advent deal.

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Cobham shareholders approve $5 Billion takeover by Advent

The maker of in-flight refueling systems and communications gear for Airbus SE and Boeing Co. plans to leverage Advent’s U.S. ties to pick up contracts across the Atlantic.

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M&A wrap: Cox, Rivian, Amazon, Ford, Yelp, Groupon, Most Influential Women

Who are the 2020 Most Influential Women in Mid-Market M&A? Nominations due Oct. 14. Cox joins existing investors Amazon and Ford in backing electric vehicle maker Rivian. Groupon is reportedly seeking a deal for Yelp.

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LSE rejects Hong Kong Exchange’s surprise $36.6 Billion Bid

HKEX has said its takeover would only happen if the LSE ended its deal with Refinitiv and that it could go hostile if the business resisted its plans to build an Anglo-Asian markets giant.

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Weekly Wrap: McDonald’s, Swander Pace, Shopify

McDonald’s buys Apprente. Swander Pace backs Cafe Valley. Shopify acquires 6 River Systems.

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PE fundraising scorecard: Caprock, LNC, Thoma Bravo

CapRock, H.I.G Middle Market, LNC Partners and Thoma Bravo Credit are raising capital, according to SEC filings.

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Who are the 2020 Most Influential Women in Mid-Market M&A? Nominations due Oct. 14

Marilyn Adler (Medley Capital), Jennifer Cotton (Madison Capital Funding), Nishita Cummings (Kayne Anderson), Venita Fields (Pelham S2K), Jeri Harman (Avante Mezzanine Partners), Pam Hendrickson (the Riverside Co.), Gretchen Perkins (Huron Capital) and Trisha Renner (Baird) are some of the dealmakers honored in previous years.

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What's Market

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

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 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 …

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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”).

Offit Kurman Affiliates with Horack Talley in Charlotte, NC, Leading Expansion into The Southeast

Offit Kurman, one of the fastest-growing law firms in the mid-Atlantic, is strategically expanding into the Southeast by affiliating with one of Charlotte’s oldest and most respected law firms.

With AVL Digital Group Deals, Offit Kurman M&A Attorneys Complete Large Client Transactions

After a record-breaking year in 2018 for business transactions closed for clients, the attorneys of Offit Kurman’s Mergers & Acquisitions Practice Group are pleased to announce

M&A Attorney Mike Mercurio Represents Buyers in Two Small Business Purchases

April 9, 2019 | Tysons Corner, VA Offit Kurman’s mergers and acquisitions (M&A) team, led by attorney Michael Mercurio, is continuing its record-breaking streak of successful transactions successfully closed for clients.

Offit Kurman’s M&A Group Represents American Technology Services in Sale to Worldwide TechServices Holdings

April 4, 2019 | Fairfax, VA Following the completion of several successful transactions in March, the attorneys of Offit Kurman’s Mergers & Acquisitions Practice Group last week closed another deal for a client of the firm.

Growth Goals, Succession Strategy Drive Law Firm Merger Mania in Pa.

January 11, 2019 | Originally Published in The Legal Intelligencer Of the 106 law firm mergers announced in 2018, according to law firm consultancy Altman Weil, 17 involved at least one Pennsylvania firm. (That includes one deal by Offit Kurman, which was founded in Maryland but has its largest office in Philadelphia.)

Offit Kurman’s M&A Group Represents Hockeypuk in Acquisition of Special Aerospace Security Services, Inc.

January 17, 2019 | Louisa, VA For attorney Michael Mercurio and the other members of Offit Kurman’s mergers and acquisitions (M&A) team, 2018 will go down in history.

Dissecting The Deal

Events

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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