To Unlock Mid-Market Growth Potential, Focus Diligence on a Target’s Revenue Engine

To Unlock Mid-Market Growth Potential, Focus Diligence on a Target’s Revenue Engine

It seems that there is often a disconnect between private equity firms’ goals for mid-market investments and the amount of energy they devote to understanding the functions that support those goals. Research shows that—especially in the mid-market—growth is typically the cornerstone of a PE firm’s investment thesis. This makes intuitive sense; where targets are of smaller scale, there will...

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The Unsexy Side of Fintech

The Unsexy Side of Fintech

Fintech usually has a sexy connotation associated with it, so last week when I was in New York speaking at Bank Director’s FinXTech conference, I enjoyed the irony of being on a panel to discuss “The Unsexy Side of Fintech.” The conference primarily focused on discussing the impact of Fintech on the Financial Services industry, the current state of innovation, and what’s...

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Turning M&A into a Woman’s World – Leading from the Front

Turning M&A into a Woman’s World – Leading from the Front

Mergers, acquisitions, and separations create springboards for individuals looking to grow into senior leadership positions. Navigating the compressed timeline to meet Board and shareholder expectations by close, while positioning the company for a successful post-close transformation requires confidence, collaboration, and a balance of technical and soft skills.  As both International Women’s...

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The Role of the PMO in M&A Transitions

The Role of the PMO in M&A Transitions

In a previous post, I outlined key considerations merging companies should consider when preparing for a successful Day 1. One of the most important aspects of readiness planning is establishing a Project Management Office (PMO).  All teams contributing to the transition should report to the PMO. In this post, I’ll discuss the PMO’s role in Day 1 readiness.…

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What The Presidential Transition Can Teach Us About Mergers

What The Presidential Transition Can Teach Us About Mergers

Any transition can be difficult, be it a transition from a Democrat President to Republican President, or a merger transition that results from the acquisition of one firm by another, and subsequent integration.  In both cases, readiness planning is key to a successful start.  Significant work must be done early in the transition period to ensure that the Day 1 (i.e.…

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ERP Strategy and M&A Deals: A Necessary Couple

ERP Strategy and M&A Deals: A Necessary Couple

Verizon acquires Yahoo: What does this merger mean for the market? Yahoo recently joined Verizon’s ever-growing tech portfolio. Verizon’s acquisition of Yahoo will allow the major wireless carrier to become an impactful player in the digital media industry. As we consider the impact of this merger on the market, we should also consider a likely next step for Verizon: selection and...

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Integrating Data Security into Your Transaction Due Diligence Process

Integrating Data Security into Your Transaction Due Diligence Process

It’s hard to read the news these days without seeing another headline about a data breach. As companies rely increasingly on technology, the importance of securing customer information and intellectual property has increased exponentially—as has the cost of failing to keep data secure. Concerns about cybersecurity have become especially acute when it comes to M&A transactions.…

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People, Process and Technology: The Cultural Side of a Merger

People, Process and Technology: The Cultural Side of a Merger

Year 2015 booked a spot in the record books with just over $5 trillion in M&A volume, surpassing 2007’s previous record of $4.6 trillion, according to Dealogic data. The healthcare industry was the forerunner of this charge, responsible for an astonishing 62% of the total transaction volume. Technology was a close second, including Dell Inc.’s notable $67 billion acquisition of EMC...

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In a Seller’s Market, Having a Rigorous, Disciplined, Process is Essential

Blockbuster M&A deals are great for making headlines; what’s not great for making headlines are the write-offs, divestitures, and bankruptcies that follow many failed transactions. Sluggish economic growth, low interest rates, cheap debt, record high equities markets and large cash sums on corporate balance sheets have led to a very “hot” M&A market.…

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Top 5 Lessons Learned for Buyer Success in a Seller’s M&A Market

With low interest rates making debt cheap, corporate balance sheets with excess cash to exploit on inorganic growth and private equity buyers with record high amounts of dry powder, 2015 is shaping up to be another “white hot” M&A market. A year crowded with hungry buyers. From a supply perspective, valuations are passing pre-recession highs and thus owners realize now is the time to sell...

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An M&A Lesson from the Easter Bunny: Don’t Take Too Many “Hops”

Spring time is here and Easter is just around the corner.  The sight of an Easter Bunny around town is sure to get children excited about the basket of goodies that he’s bringing, but that same bunny reminded us about a recent project.  As we looked at the bunny’s “hopping,” we thought back to a carve-out and merger project when we were continuously faced with the question, “How many hops...

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Chicago, IL 60606
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