Category Archives: Blog

  1. 2016 Oil and Gas Capital Expenditure Outlook

    By Duane Donner In recent weeks, domestic oil and gas producers released their preliminary 2015 financial and operational reports and provided color on 2016 expectations. In 2015, oil and gas producers were forced to divest non-core assets and reduce corporate costs to maintain the liquidity necessary to meet debt covenants and/or dividends. These reports illustrate…

    READ MORE

  2. Understanding M&A Advisor Fees

    By Wesley Legg When choosing an M&A advisor to sell a privately held middle-market business, you want to consider a variety of factors, such as their experience, process, team and fees. If you’re looking for an M&A advisor you’ll want to read our “Choosing an M&A Advisor” blog first. That said, here are some of the…

    READ MORE

  3. Choosing an M&A Advisor

    By John Sullivan A middle-market company considering an outright sale or recapitalization should be consulting with and ultimately engaging an M&A advisor. As we’ve said before, a reputable M&A advisor will increase the likelihood of you getting a deal done, and increase the valuation of your company with a competitive market process (See “Understanding the…

    READ MORE

  4. Letter of Intent; What Am I Signing?

    By Stephen Sistrunk If you have ever discussed the process of selling a business with an owner who has been through it, he or she likely mentioned the term “letter of intent” or “LOI” at some point during your conversation.  The LOI is a key document that denotes a major transition in the sale process. …

    READ MORE

  5. 2015 M&A Review and 2016 M&A Overview

    By Duane P. Donner II, Managing Partner 2015 M&A REVIEW The numbers are still being tallied, but we already know that 2015 proved to be a record year for global M&A activity. Dealogic reported in late December that global M&A activity will exceed $5 trillion, the highest aggregate value ever, up 37% from 2014 ($3.67 trillion)….

    READ MORE

  6. Case Study: ActekSoft Outright Sale

    Founded in 1999, ActekSoft (Actek) delivered commission, incentive compensation and compliance software solutions for complex selling environments primarily in the insurance and general healthcare payer markets. Actek, once listed by Gartner as a key player in the developing enterprise incentive management industry, positioned itself at the forefront through a focus on delivering user-configurable software, responsive customer…

    READ MORE