MarshBerry’s Post

There are a number of middle market M&A transaction types, and each serves a strategic purpose. Get a concise overview of some of the most common here and why they’re executed.

In a notable shift in the M&A landscape, strategic buyers are increasingly outbidding financial sponsors for private equity-backed assets, as highlighted in a recent Pitchbook article. #mergersandacquisitions #PrivateEquity #StrategicAcquisitions #BusinessGrowth #DealMaking #MarketTrends #GallagherCanada #GallagherM&A https://lnkd.in/gmxtbWpT

Wealth management M&A is on track to be up 3.4% for 2024, while M&A deal volume among RIA firms declined for the second straight quarter in Q2 of 2024, according to the ECHELON Partners 2Q24 RIA M&A Deal Report. Wealthtech deals came in strong for the quarter, and several large transactions pushed the average deal size to a historic $2.3 billion average. https://lnkd.in/gUHxNXzc #WealthSolutionsReport #FinancialAdvisors #WealthManagement

A number of notable M&A deals have piqued the interest of wealth managers in the waning moments of 2023 and the dawn of 2024 — from big expansions to sizable “golden parachutes.” More on deals of note in our roundup. #financialadvisors #wealthmanagement #financialplanning

"This is CW Advisors fourth and largest acquisition since Audax Private Equity took a stake in it in June 2023. CW Advisors was known as Congress Wealth Management until it rebranded earlier this year." "CW has 11 offices, 113 employees, and more than $10 billion of assets under management, including the addition of Agili, according to the company." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

There are many different types of M&A transactions and multiple ways to move toward middle market company growth. It can be easy to get lost in it all, but we're here to help you differentiate between the types of M&A transactions so you can discover which might be a good solution for you. Learn more:

Read our latest piece below to see how CrossCountry can help you prepare and maximize value in your sale process.

Sharing a great article by my colleagues Zach Lupu and Adam Goldman on the growing use of equity rollovers in private equity deals. Worth a read for those in private equity M&A. #Goodwinlaw #mergersandaquisitions

Private Credit BlackRock Is Among Suitors Exploring Purchase of Credit Firm HPS : deal that would push the world’s biggest asset manager into the top ranks of the private-credit market: HPS as multiple potential suitors weigh preempting the firm’s IPO : Private equity firm CVC Capital Partners has been interested in a potential combination with HPS and has held on-and-off talks : HPS Private Credit founded 2007 by Scott Kapnick, Scot French and Mike Patterson, HPS is among the largest independent managers in the $1.7 trillion private-credit market and has come to epitomize the industry’s surge over the past several years. HPS managed $98 billion of assets in private credit and $19 billion in public credit : 2016, the firm bought itself out of JPMorgan Chase & Co. in a complicated deal that valued it at close to $1 billion : BlackRock lagged behind smaller rivals in the lucrative and growing world of private credit, seeing firms such as Apollo Global Management, Blackstone., Ares Management Corp. and Blue Owl Capital Inc. dominate the business in recent years

Today’s financing and economic environment has created specific challenges for private equity sponsors, prompting management teams to be more prepared than ever to provide a successful sales process and maximize exit value. Expert sell-side readiness is at a premium. Are you ready to take your portfolio companies to market? Learn more here: https://ow.ly/S7mr50QuqBc #CrossCountryConsulting #ABetterExperience #SellSideReadiness #MergersAndAcquisitions