Westlake Securities’ Post

Behind every M&A deal, there’s a story – and trust us, some tales are wild! M&A deals are beginning to accelerate again. Even if you think one is far off for you, it’s essential to prepare for what happens behind closed doors so you know what to do (& NOT do) when the time comes – because sometimes, the offer comes unexpectedly. It’s week 223, & Adam, Gary, & Jack are back to share unforgettable experiences they’ve gathered from the front lines of mergers & acquisitions. Whether it’s the deal that almost didn’t close, the negotiation that went sideways or the contract clause that saved the day (or ruined it), we’ll give you the REAL scoop on M&A war stories. As a bonus, we welcome M&A expert Scott Upton, Managing Director at ICG Capital Securities, as he jumps into the ring with us. This Charlotte-based investment bank specializes in the needs of middle-market companies. Scott will share his 23+ years of experience executing all aspects of M&A transactions, from origination to execution. Date: Thursday, September 12, 2024 Time: 11 a.m. EST (Registration link in first comment.) Forget dry, boring tax jargon & legalese. As always, we’re keeping it fun, insightful, & packed with info designed to help YOU save money, make money, stay out of trouble, and have fun. It’s the only way we know how. (Plus, it beats the heck out of “typical.”) Agree? #business #anythingbuttypical Shumaker, Loop & Kendrick, LLP BGW CPA, PLLC

Private Credit has been a “booming business” recently, appealing to listed private equity firms as it is “seen as relatively low-risk and fast-growing”, according to co-Managing Partner of Bain Capital, Jonathan Lavine. The jump on interest rates for the past couple of years is a benefit for lenders because they “earn more on their floating-rate loans”, but Lavine attributes the success of the market, not to rising rates, but to the “valuations that private credit deals are being done at”. Read more about these insights into the private credit market in the attached article by Mergers and Acquisitions - themiddlemarket.com, or reach out to one of our consultants to have a discussion around the market trends we are seeing. Bain Capital’s Lavine Sees More Consolidation in Private Credit (themiddlemarket.com) #privatecredit #londonjobs #financialservices

What Happens When a Private Equity Firm Buys a Company: A Comprehensive Guide Private equity acquisitions have become increasingly prevalent in the business landscape. When most private equity firms acquire a company, they embark on a journey aimed at operational improvements, value creation, and ultimately, maximizing returns for their investors. Private equity transactions bring about significant transformations in businesses, impacting various stakeholders. Understanding the sequence of events post-acquisition is crucial for successful integration. In this article, we delve into the intricate process of what transpires when a private equity firm acquires a portfolio company. 🌐 Visit our website: https://lnkd.in/gfrFWZgC #CBC_advisors #PrivateEquityInsights #BusinessTransformation #ValueCreation #MaximizingReturns #PostAcquisitionProcess #IntegrationJourney

Shannon & Associate's Jeanette Roatch spoke with Craig Dickens, CEO of Merit Investment Bank about navigating the world of Mergers and Acquisitions (M&A). They shed light on the critical role of financial expertise in navigating the intricate and often challenging stages of M&A deals: In Jeannette’s words, “A proper consultative approach (and getting the numbers right) is so important because if you don’t get the numbers right, it can cost you millions.” This is exactly why a qualified CPA firm’s attention to detail and consultative strategy can make or break the success of an M&A transaction. In a nutshell, the identification and resolution of accounting issues, coupled with a tailored consultative approach, are “must haves” for a financially sound M&A process. Learn more here: https://buff.ly/3SnknqZ #MergersandAcquisitions #M&A #Financial #Preparedness #Compliance #CPA #ShannonCPAs

The Calder/Small Business Deal Advisors team completed 20 closings in the first half of 2024! “We feel very good through the first half of the year,” noted Max Friar, Calder’s Founder. Friar continued, “Our momentum vs 2023 at this time is much stronger. Comparatively, we have engaged 15 more clients (37 in 2024 vs 22 in 2023), which has positioned us for continued growth into 2025.” Read more on this update: https://lnkd.in/gRdDZz9H #mergersandacquisitions #businessbroker #closingdeals #businessbrokers #investmentbanking #caldercapitalclosing

Ups and Downs, Peaks and Valleys, Old Rules and New Rules -- Lucosky Brookman makes it happen!   New rules, new interpretations, a revised proxy, and a few amendments be damned the transaction is moving forward!   The recent SPAC final rules, issued in January, have significantly impacted the landscape of reverse mergers and spinouts/sales of public company businesses. See discussion here: https://shorturl.at/lBLSZ. Lucosky Brookman continues to serve as M&A, Securities and Tax counsel to SilverSun Technologies in its $1 billion transaction with acclaimed investor Brad Jacobs and his firm Jacobs Private Equity LLC.   This highly complex and innovative transaction was structured by the Lucosky Brookman deal team in coordination with Wachtell, Lipton, Rosen & Katz, Goldman Sachs, Morgan Stanley, and The Benchmark Company, LLC.   Successfully maneuvering through difficult market conditions requires ingenuity, dedication, and resilience. Delivering a structure that will work under the new SPAC and shell company rules was challenging and rewarding at the same time but most of all extremely valuable to the people we serve -- our client and the broader transaction.    New Details about the transaction:   https://shorturl.at/fvyKL   Whether our clients engage in an Uplist, Cross-list, Direct List, #SPAC, de-SPAC, Merger, #ReverseMerger or #IPO through a private placement, firm commitment underwriting, Reg A or otherwise, Lucosky Brookman is at the forefront of sophisticated OTC and Senior Exchange Listed Transactions. #lucoskybrookman #nyse #nasdaq #cboe #lucbro Lucosky Brookman LLP Joseph Lucosky Chris Haunschild Lawrence Metelitsa Scott Rapfogel Penny Somer-Greif Victoria Baylin Alexa Gordon William Ho-Jin Yun Connor Schuster Alexandra Smyrnios

Shannon & Associate's Jeanette Roatch spoke with Craig Dickens, CEO of Merit Investment Bank about navigating the world of Mergers and Acquisitions (M&A). ✅ They shed light on the critical role of financial expertise in navigating the intricate and often challenging stages of M&A deals: 💵 In Jeannette’s words, “A proper consultative approach (and getting the numbers right) is so important because if you don’t get the numbers right, it can cost you millions.” This is exactly why a qualified CPA firm’s attention to detail and consultative strategy can make or break the success of an M&A transaction. In a nutshell, the identification and resolution of accounting issues, coupled with a tailored consultative approach, are “must haves” for a financially sound M&A process. Learn more here: https://buff.ly/3SAlc00 #MergersandAcquisitions #M&A #Financial #Preparedness #Compliance #CPA #ShannonCPAs

Shannon & Associate's Jeanette Roatch spoke with Craig Dickens, CEO of Merit Investment Bank about navigating the world of Mergers and Acquisitions (M&A). They shed light on the critical role of financial expertise in navigating the intricate and often challenging stages of M&A deals: In Jeannette’s words, “A proper consultative approach (and getting the numbers right) is so important because if you don’t get the numbers right, it can cost you millions.” This is exactly why a qualified CPA firm’s attention to detail and consultative strategy can make or break the success of an M&A transaction. In a nutshell, the identification and resolution of accounting issues, coupled with a tailored consultative approach, are “must haves” for a financially sound M&A process. Learn more here: https://buff.ly/4cucqJh #MergersandAcquisitions #M&A #Financial Preparedness #Compliance #CPA #ShannonCPAs

If you are among the millions of people who find themselves curious about market conditions and governance considerations pertaining to the SEC, look no further.   Join the discussion as EA teams up with Albert Vanderlaan of Orrick, Herrington & Sutcliffe LLP and Andy Stull of Houlihan Lokey to bring you valuable insights on future industry trends in 2024.   Moderated by our CRO, Antoinette Behan, this is an event you won’t want to miss! Link to RSVP in the comments. #FileWithConfidence #CapitalMarkets #IPO #SEC #MergersAcquisitionsDivestitures #CorporateLaw #Future #Technology