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 recent 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 “rose more than 300 percent in the first half of 2021 compared with the first half of 2020.” Moreover, the … Read more

Process vs. Project Management in M&A

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“The 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 inefficiency”.  – 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 “hard work versus luck theory” in business. From an outside perspective, luck can be an engaging story to tell, but Ben Franklin’s proverb “diligence is the mother of good luck” 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: “Saying ‘I don’t have time for CRM,’ is like saying, ‘I don’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.” — Marketing Consultant Bobby Darnell This clever simile illustrates the power behind customer relationship management (CRM) … 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