Lido Advisors, LLC’s Post

Mention the term mergers and acquisitions (M&A), and what typically comes to mind is the cold hard math of business and boardroom deals. But Vice President Chrissy Cox and #BoozAllen’s M&A team look beyond the numbers to build long-term relationships with other companies. For Chrissy, ensuring a #cultural fit built around shared values and complementary specialties is the “X factor” that leads to the best outcomes. This approach has lead Chrissy’s team to be recognized by the Association for Corporate Growth (ACG) as Deal Team of the Year for public companies in the National Capital Region. https://lnkd.in/ehDXdq-C

Great to catch up with Ross Greenwood to discuss some of the topical issues in M&A this year. #mergersandacquisitions #auslaw #privateequity

5 Reasons Most Companies Suck At Mergers And Acquisitions

Interesting recent HBR article on the value realized from M&A, success / failure trends from dealmaking, and some supporting rationale for the shift in trends. “Over the past 20 years, firms have done more than 660,000 acquisitions, worth a total of $56 trillion, with deals reaching a peak in 2021. But the odds of failure have inverted: Today, close to 70% of mergers succeed. Even among the roughly 30% that were less successful, many of the deals still created some value.”

Selling your business is similar to preparing for a major championship game. Preparation drives results and you need to get ready for game day. Mergers and acquisitions. Divestitures. Corporate finance. Exit strategies. These terms feel intimidating and inaccessible to many business owners. However, these infrequent game-changing deals are critical for most founders and business owners to monetize their life’s work. Here’s the trick: how do you do something well when you’ve never done it before (and may never do it again)? INCITE has collaborated with Sequeira Partners, one of Western Canada’s largest boutique advisory firms focused on sell-side M&A and business valuation for private companies, to draft a whitepaper that outlines some of the key considerations to prepare for the sale of a business. It includes a checklist and valuable references to other resources, visit the link below and as always, reach out if we can be of assistance. https://buff.ly/3wAkOHh #sellingyourbusiness #MandA #Sequeira #whitepaper

Unlock the keys to skyrocketing your business's value in this episode as Adam Coffey shares his expertise in mergers and acquisitions (M&A), the intricacies of private equity, and essential advice to gear your company up for potential acquisitions. Tune in to learn how to leverage strategic insights to take your business to the next level. 𝐓𝐡𝐢𝐧𝐠𝐬 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧 𝐟𝐫𝐨𝐦 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞: • Basics of mergers and acquisitions for title professionals • The importance of clean financials and accurate valuations • How to prepare a title company for potential acquisition • Common mistakes in business valuation and how to avoid them • Strategies to increase the value of your title company Subscribe so you don't miss out on great content, and if you love the show, leave an honest rating and review Ep08: M&A Tactics to Turn Your Title Company into a Lucrative Asset with Adam Coffey Let me know if you want the link. 👇 #MergersAndAcquisitions #PrivateEquity #BusinessGrowth

Don't Deal Alone: Why Relationships Matter in Acquisitions Mergers and acquisitions (M&A) are often seen as purely financial transactions. But forget the dollar signs for a second - successful deals hinge on strong relationships. Here's why: Trust & Transparency: Building trust with the target company fosters open communication, crucial for due diligence and ironing out potential issues. Smoother Integration: Positive relationships make integrating teams and cultures less bumpy, leading to a faster return on investment. Winning Over Sellers: Sellers often care who they're selling to. A strong relationship shows respect for their legacy and future vision. Building rapport takes time and effort, but the payoff can be huge. Remember, M&A is about bringing people and businesses together, and strong relationships are the glue that holds it all together.

Talent retention is a major risk in mergers and acquisitions. Mike Withey, Lead Consultant of Meridian Compensation Partners, LLC, explains how a comprehensive strategy is key to keeping critical employees during a complex M&A deal. Learn more in the full episode, linked in the comments below. #Compensation #Wages #SPAC #Equity #ExecutiveCompensation #Clawback

The EY-Parthenon Corporate Real Estate team is excited to share our latest publication, "Exploring Site Separation During Divestitures," co-authored by myself, Nicholas Tatro, Eva L. Heddergott, Petar Torlak, and Michael Golichowski. Mergers and acquisitions, divestitures, and reorganizations are no longer isolated events but rather integral components of a firm's ongoing evolution. In this publication, we delve into the requirements, challenges, and benefits of developing strategies to effectuate a divestiture, all through the lens of real estate. #EY #Divestitures #RealEstate #Transactions #BusinessStrategy #Insights

Very positive HBR article from a recent Bain study concluding that we have all improved on M&A deal making ! 70% of mergers do succeed! Also very interesting to see how the strategic rationales of acquisitions have expanded with a larger focus on growth M&A!