Middle Market M & A: Handbook for Investment Banking and Business Consulting: 10

Praise for Middle Market M & A

“Of all the situations we address in investment banking, M&A is the most complex. Valuation, tax, regulatory, and differing structures are but a few of the issues that require extra thought and diligence. Middle Market M&A is the best reference that one can use for both background as well as a practical execution guide. It outlines the same tools we use on a daily basis.”
—Christopher W. Gaertner, Managing Director and Co-Head, Technology Investment Banking, Bank of America Merrill Lynch

“Middle Market M&A is a must-read for business development professionals serving the middle-market M&A sector. This is a comprehensive resource that provides valuable insights that are certain to increase your deal-making success.”
—Patti Gillenwater, CEO, Elinvar, and Board Member, ACG Global

“A labor of love—I will be dipping into this book for years to come. It has a strong grasp of both passing trends and lasting principles. It is good on the technical side, without sacrificing the bigger picture and the better deal.”
—Mike Sweeting, Head of Partnering, BCMS Corporate

“A superb treatise for honing your M&A skill set. It provides tremendous insight for executives and professionals engaging in middle market M&A transactions.”
—Robert Loewer, JD, MBA, MSA, General Counsel and Director of Finance, National Railway Equipment Co.

“Here in one volume, the authors provide timely, relevant insights and time-tested techniques for successfully engaging in middle market M&A. For those who are considering an M&A transaction—whether as a buyer, a seller, an advisor, or a provider of financing—the advice contained in these pages should be required reading.”
—Cal Hackeman, National Managing Partner, Technology Industry, Grant Thornton LLP

Middle Market M & A

Handbook for Investment Banking and Business Consulting

Providing a holistic overview and guide to mergers, acquisitions, divestitures, and strategic transactions for middle market companies, Middle Market M&A covers pre-transaction planning, deal execution, and post-transaction considerations, addressing the processes and core subject areas with the practical and street-smart acumen required to successfully navigate and close deals in the private capital market.

Drawing from their combined decades of experience, authors Kenneth Marks, Robert Slee, Christian Blees, and Michael Nall, along with contributors from the Alliance of Merger & Acquisition Advisors^® (AM&AA) community, share an abundance of insights to reveal the foundation to understanding the middle market. With straightforward direction about the trends and activities you will encounter, you’ll find the essential strategies and tips you’ll need before, during, and after the deal.

Middle Market M&A explores:

• Characteristics of the middle market and the private business owner
• A practical view of market valuation and deals
• Corporate development applied to the private capital markets
• Advantages—and challenges—of cross- border M&A
• Financial analysis and modeling
• Sell-side/buy-side representation
• Structuring and financing transactions
• Tax provisions used in M&A
• Strategic and tactical due diligence
• Regulation and compliance
• M&A concepts and deal slang

Middle Market M&A is based on the body of knowledge of the industry-leading benchmark credential, the Certified M&A Advisor^® (CM&AA) Program, and is an essential reference for advisors, leaders, and executives involved in the life cycle and process of M&A transactions.