Middle Market M & A

An in-depth and practical exploration of middle-market mergers and acquisitions from leading experts in the field In the newly revised Second Edition of Middle Market M & A: Handbook for Advisors, Investors, and Business Owners, mergers and acquisitions experts Kenneth H. Marks, Christian W. Blees, Michael R. Nall, and Thomas A. Stewart deliver a comprehensive overview of mergers, acquisitions, divestitures, and strategic transactions of privately held companies with revenues between $5 and $500 million per year. You'll discover the market trends, perspectives, and strategies commonly affecting business transitions in all phases of a deal, as well as the processes and core subject areas (e.g. valuation, structure, taxation, due diligence, etc.) required to successfully navigate and close transactions in the private capital markets. The latest edition of this handbook includes new discussions about: The middle market landscape and the evolution and impact of private equity on the private capital markets The concepts of mergers and acquisitions from an owner's point of view Ways in which transition and value growth planning can optimize the value owners and investors can realize in sell-side and buy-side transactions New technologies being used in the M&A process Perfect for advisors, investors, and business owners, the new edition of Middle Market M & A is a must-read roadmap of the strategic transaction landscape that provides solid, practical guidance for attorneys, accountants, investment bankers, corporate development, exit planners, investors, lenders and the owners, entrepreneurs, and leaders of middle market companies.

An in-depth and practical exploration of middle-market mergers and acquisitions from leading experts in the fieldIn the newly revised Second Edition of Middle Market M & A: Handbook for Advisors, Investors, and Business Owners, mergers and acquisitions experts Kenneth H. Marks, Christian W. Blees, Michael R. Nall, and Thomas A. Stewart deliver a comprehensive overview of mergers, acquisitions, divestitures, and strategic transactions of privately held companies with revenues between $5 and $500 million per year.You'll discover the market trends, perspectives, and strategies commonly affecting business transitions in all phases of a deal, as well as the processes and core subject areas (e.g. valuation, structure, taxation, due diligence, etc.) required to successfully navigate and close transactions in the private capital markets.The latest edition of this handbook includes new discussions about:* The middle market landscape and the evolution and impact of private equity on the private capital markets* The concepts of mergers and acquisitions from an owner's point of view* Ways in which transition and value growth planning can optimize the value owners and investors can realize in sell-side and buy-side transactions* New technologies being used in the M&A processPerfect for advisors, investors, and business owners, the new edition of Middle Market M & A is a must-read roadmap of the strategic transaction landscape that provides solid, practical guidance for attorneys, accountants, investment bankers, corporate development, exit planners, investors, lenders and the owners, entrepreneurs, and leaders of middle market companies.

PrefaceAcknowledgementsPart One - Middle Market OverviewC1 The Middle MarketC2 Private Capital MarketsC3 Valuation PerspectivesPart Two - For the Business Owner / Operator and EntrepreneurC4 Transition, Succession and Exit PlanningC5 Value Growth and OptimizationPart Three - The M&A Practice and ProcessesC6 Practice ManagementC7 Sell-Side Representation and ProcessC8 Corporate Development and the Buy-Side ProcessC9 Buy-Side RepresentationC10 Technology in the M&A ProcessC11 Professional Standards and EthicsPart Four - M&A Technical DiscussionsC12 Financial AnalysisC13 Market ValuationC14 Deal StructureC15 Financing Sources and Capital StructureC16 Due DiligenceC17 Tax Provisions Used in M&AC18 Legal DocumentationC19 Regulation and ComplianceC20 Cross Border ConsiderationsGlossaryAbout the AuthorsAbout the Contributors and ReviewersIndex