Middle Market Mergers and Acquisitions by Colonnade Advisors
Summary: Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
Today we explore earn outs, a form of contingent consideration in which the buyer and seller share both the risk and upside/reward based on the future performance of the business. Other episodes in our series about deal structure include price and terms, roll over equity, R&W insurance, and roll ups. Earn outs have been used in about 20% to 25% of middle-market M&A deals in the last few years, and the use of this financial tool is expected to increase during and after the COVID-19 crisis.
In an M&A transaction, price is generally the most important part of the deal structure. However, there are several other essential components. In this episode, Gina Cocking and Jeff Guylay discuss various aspects of a deal structure, including deal form, transaction consideration, contingent consideration, the importance of the employee issues and the certainty of close.
Colonnade Advisors investment bankers Gina Cocking and Jeff Guylay conclude their four-series deep- dive into the world of due diligence. This episode focuses on technology aspects of due diligence when selling a company.
In this episode, Gina Cocking and Jeff Guylay continue their discussion around the due diligence process related to the sale of a company. This episode is part of a four-episode series exploring the due diligence process. In today’s episode, we invite our featured guest, Joe Kaczmarek, to share his insights on how companies can best prepare for an M&A transaction. Joe is the National Fintech practice leader at RSM, a leading provider of audit, tax, and consulting services focused on the middle market.
Gina and Jeff discuss the second topic in our due diligence series-legal due diligence. Jeff is joined by featured guest, Will Turner, a partner at Steptoe & Johnson, to discuss lessons learned and pitfalls that sellers can avoid as they think about getting ready to go to market. Gina is joined by Rob Humble, Senior Vice President of Strategy and Corporate Development at IAS, who shares his insights as a buyer on legal issues that arise in diligence.
Colonnade Advisors investment bankers Gina Cocking and Jeff Guylay start their dive into the world of due diligence in this first of a four-episode series covering the business, financial, legal, and technology-related aspects of due diligence. The featured guest for this episode is Rob Humble, Senior Vice President of Strategy and Corporate Development at IAS, who shares his perspectives from both the buy and sell sides as related to business due diligence.
Colonnade Advisors investment bankers Gina Cocking and Jeff Guylay dissect the process of selling your company from going to market, to management presentations, to exclusivity and documentation. Gina and Jeff invite back a previous guest, Elizabeth Davies of Stonemark, to share the perspective of a CEO who has recently been through the process of selling her company.
In this inaugural episode of the Middle Market Mergers & Acquisitions podcast, Colonnade Advisors investment bankers Gina Cocking and Jeff Guylay focus on the first of the four phases of selling your company: the Pre-Marketing phase. Gina and Jeff invite on guest Elizabeth Davies, of Stonemark, to share the perspective of a CEO who has recently been through the process of selling her company.