Middle Market M & A: Handbook for Investment Banking and Business Consulting

Front Cover
In-depth coverage in a single handbook of the middle market based on the body of knowledge of the Certified M&A Advisor credential program

M&A advisors have an unprecedented opportunity in the middle market with the generational transfer of wealth and capital being deployed by private equity and corporate investors. Middle Market M&A: Handbook for Investment Banking and Business Consulting is a must-read for investment bankers, M&A intermediaries and specialists, CPAs and accountants, valuation experts, deal and transaction attorneys, wealth managers and investors, corporate development leaders, consultants and advisors, CEOs, and CFOs.

  • Provides a holistic overview and guide on mergers, acquisitions, divestitures and strategic transactions of companies with revenues from $5 million to $500 million
  • Encompasses current market trends, activities, and strategies covering pre, during, and post transaction
  • Addresses the processes and core subject areas required to successfully navigate and close deals in the private capital market
  • Includes content on engagement and practice management for those involved in the M&A business

This practical guide and reference is also an excellent primer for those seeking to obtain their FINRA Series 79 license.

 

Contents

PART
1
CHAPTER
3
CHAPTER
17
Corporate Development
27
JWBT603fm JWBT603Marks
47
CHAPTER 4
51
PART
71
Contents
96
CHAPTER 13
193
CHAPTER 14
215
CHAPTER 15
231
CHAPTER 16
255
17
271
Epilogue for Business Owners
291
Appendix
297
Notes
337

CHAPTER 8
123
CHAPTER 9
131
PART THREE
137
CHAPTER 11
151
About the Authors
343
Index
361
CHAPTER 6
373
Copyright

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About the author (2012)

KENNETH H. MARKS, CM&AA, is founder and a Managing Partner of High Rock Partners, Inc. He is the lead author of The Handbook of Financing Growth: Strategies, Capital Structure, and M&A Transactions (Wiley). He has been involved as management, advisor, and board member with many emerging growth and middle market businesses.

ROBERT T. SLEE, CM&AA, is Managing Director of Robertson & Foley, a middle market investment-banking firm. He has published over 100 articles on private finance topics in a variety of legal and business journals. He is the author of Private Capital Markets (Wiley).

CHRISTIAN W. BLEES, CPA, CM&AA, is President and CEO of BiggsKofford PC, directing several sectors of the business including the firm's merger, acquisition, and sales practice. He has been involved in over 200 middle market M&A sales transactions.

MICHAEL R. NALL, CPA, CM&AA, is founder and CEO of the Alliance of Merger & Acquisition Advisors®, a Chicago-based professional trade association featuring a resource and development center serving more than 600 independent accountants, attorneys, and business advisors. He is an author and recognized speaker on valuation, growth, and sales of middle market companies.

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