Deals & Acquisitions

Intro To Mergers & Acquisitions

This guide explains what mergers and acquisitions are, how they differ, and goes into some high-level detail about how these deals are structured.

Indication of Interest (IOI)

This guide explains what indications of interest are and their role in the M&A process.

How To Write A Teaser

This guide is designed to walk a seller through the process of writing a teaser. A teaser is an important document in M&A transactions and will be the “first look” that potential buyers get at your business.

How Strategic Buyers Search For M&A Deals

This guide explains the process that an acquiring company (strategic buyer) would follow in their search for businesses to buy.

Horizontal Integration

This guide explains what horizontal integration is, how it works, and it highlights the advantages and disadvantages of horizontal integration.

Four Main Areas For Due Diligence

This guide will introduce you to four main areas where due diligence is most commonly conducted in middle-market M&A deals.

Financial Synergy

This guide explains what financial synergy is and why it’s important. Understanding financial synergies is important for understanding mergers & acquisitions (M&A). Financial synergy is what strategic buyers are looking to create in an M&A transaction.