Ask an Expert: Roll-Up Strategies

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Introduction: Galina Wolinetz boasts over 25 years of industry experience, specifically in Corporate Development roles. She is currently a critical member of Virtas Partners, serving as its Managing Director. In a recentĀ Live Q&A with Midaxo, Wolinetz leveraged her expertise to offer insights into commonly asked questions regarding roll-ups. We’ve summarized some of the popular questions … Read more

Programmatic M&A 101: The Key To Creating Value in 2022 & Beyond?

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While the benefits of a programmatic approach to mergers and acquisitions are nothing new, the recent numbers touted by companies who practice this approach are quite impressive. McKinsey & Company recently reported in its McKinsey Quarterly that deal value ā€œrose more than 300 percent in the first half of 2021 compared with the first half of 2020.ā€ Moreover, the … Read more

Process vs. Project Management in M&A

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ā€œThe first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiencyā€.  ā€“ Bill Gates. With more technology entering the M&A space, practitioners must proceed with caution and fight the urge … Read more

Expert Insights: Executing a Successful Roll-Up Strategy

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Clayton Stanley, Executive VP of Corporate Development for AmeriVet Partners Management, Inc., has successfully led his team to its highest number of transactions in a year. In fact, AmeriVet is on track to close over 60 transactions this calendar year. Stanley notes leveraging a roll-up strategy and working towards multiple transactions a year is a play most … Read more

A Quick Guide to Commercial Due Diligence

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Introduction: Listen to many business podcasts, and you will hear entrepreneurs, successful acquirers, and C-suite executives talk about the ā€œhard work versus luck theoryā€ in business. From an outside perspective, luck can be an engaging story to tell, but Ben Franklinā€™s proverb ā€œdiligence is the mother of good luckā€ clearly speaks to the importance of … Read more

Why You Need a Purpose-Built CRM for your M&A Process

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Introduction: ā€œSaying ā€˜I donā€™t have time for CRM,ā€™ is like saying, ā€˜I donā€™t have time to look at my GPS app because I am too busy trying to figure out the best way to get from here to there.ā€ ā€” Marketing Consultant Bobby Darnell This clever simile illustrates the power behind customer relationship management (CRM) … Read more

6 Reasons Private Equity Firms Are Having Their Best Year Ever

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Introduction: If you operate in the world of finance, business, or mergers and acquisitions, you’ve noticed that private equity (PE) activity is at a record breaking level. The number of PE deals reached 3,708 in the second quarter of 2021 (clocking in at over 4 billion dollars ā€” more than half of the amount 2020 … Read more

IPO Checklist: Preparing to Go Public

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I. Setting the StageUnderstanding your IPO rationale and its implications Understanding the pros and cons of going public, and understanding the long-term implications of doing so, are essential. Companies that focus on what being a public entity will be like post-IPO are more successful than those that simply focus on the initial public offering.   … Read more

The Value of End-to-End Security in M&A

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Introduction: Picture this: you are an acquirer feeling pretty confident about your next target, but before moving forward, you bring in a security expert to view the deal from a security lens. Turns out the corporate headquarters is an abandoned barn on a large remote piece of land…yikes. Suspicious to say the least.  This anecdote … Read more