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As your true business advisor, we provide information on regulatory updates, industry strategies, and expert analysis to help you think strategically and make better decisions.

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May 29, 2015 | Joanne Baginski and Brent Peterson

Technology M&A Insights and Opportunities

From both a volume and a value perspective, 2014 was a strong year for technology mergers and acquisitions (M&A). Similarly, 2015 is off to a healthy start. The impact of the recent buying spree on transaction timelines, valuations, and purchasing companies’ stock prices has many experts and executives wondering, “Are we repeating mistakes made in the dot-com era?” Read on »

February 17, 2015 | Joanne Baginski and Kreg Brown

Manufacturing M&A in 2015 – Preparing for the Transaction

After a substantial decline in 2013, merger and acquisition (M&A) activity in manufacturing grew in 2014, and is expected to continue to do so in 2015. Strategic buyers and sellers in this industry should waste no time preparing. Read on »

September 14, 2014 | Jason Wagner

Avoiding Nightmares; Important Income Tax Considerations in Mergers & Acquisitions

Beyond the private equity community and business development groups within significant strategic acquirers, acquisitions and dispositions will never be the core function of most businesses. However, successfully completing deals has become a more common competitive advantage for anyone that has built the discipline.  Read on »

June 27, 2014 | Joanne Baginski

Creating Success in the Deal Market for Private Equity: 5 Key Criteria for 2014

In recent years, private equity groups (PEGs) have experienced stiff competition from strategic and other financial buyers, and as a result, PEGs have had to adapt. One shift has been a reduction in how quickly deals are completed; as a result, PEGs may be tempted to sidestep diligence and valuation criteria they’ve used in the past in order to push deals through more quickly. Read on »

March 1, 2014 | Joanne Baginski and Bruce Nelson

Due Diligence and State and Local Tax (SALT)

SALT has become one of the riskiest areas in M&A. The difficulties in SALT begin with the numerous types of taxes involved, including income, gross receipts, sales and use, property, payroll, unemployment, and unclaimed property.  Read on »

November 13, 2013 | Doug Askam

For Access to Capital, Bridge the Financial Information Gap

Business owners and company management do a wonderful job of telling their stories to outsiders such as bankers and investors. Not only that, they have a vast knowledge of their industry, its workers and financial status. The problem arrives when owners can’t bridge the information gap between them and the outsiders they are seeking capital from. Read on »

November 13, 2013 | Joanne Baginski and Dan Foote

Six Buy-side Best Practices for a Successful Acquisition

Depending on the source, acquisition failure rates vary from 50% to 85%, and McKinsey has found that as much as 61% of recent M&A deals failed to earn cost of capital or better on invested funds. Booz Allen & Hamilton and Mercer Management have conducted studies that have found that 50% of merged companies’ total shareholder return (TSR) underperformed relative to industry peers 2 years after the deal closed, and 52% of merged companies had a TSR that was lower than industry average 3 years after deal completion. Read on »

June 1, 2013 | Kevin DeAutremont

Identifying Issues and Solutions for Acquisition Target Companies' Financial Reporting Problems

Our experience shows that many acquisition target companies have inadequate financial reporting processes and systems. Often entrepreneurial companies have not invested in their accounting personnel or systems and are unprepared to generate complex, timely, and accurate operational and financial analysis required by the buyer or the buyer’s financing sources.  Read on »

June 1, 2013 | Joanne Baginski

Hidden Waste and Overlooked Value: A Focus on Operations

Acquisition targets typically assign value from financial data to guide negotiations and ultimately, purchase price. What we’re seeing is the need to simultaneously focus on operations to complete the value determination. Read on »

March 7, 2012 | Lori Gibson

What Sellers Need to Know for a Great Transaction – Five Key Factors for Success

 If your company is one of those contemplating a sale, our specialized Transaction Services team advises you to carefully consider the following five factors for success.  Read on »