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

7 Must-Listen Podcasts for M&A Professionals

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Staying informed about the CorpDev and M&A world can be a bit overwhelming, but podcasts are a great and convenient way to keep up-to-date. Below, we’ve gathered a list of those podcasts that look at the dealmaking process and offer valuable advice and insights for anyone who has an interest in M&A.

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