Our Team
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- Name: John Howe, CM&AP, CEPA
- Title: Director
- Contact: Bio Page
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- Name: Ken Schaefer, CM&AP, M&AMI
- Title: Deputy Director
- Contact: Bio Page
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- Name: Mark Lagasse
- Title: Associate
- Contact: Bio Page
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- Name: Carl Vercollone, CFA, CVA
- Title: Associate
- Contact: Bio Page
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- Name: Mahesh Bhatia
- Title: Associate
- Contact: Bio Page
BTS News
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M&A Advisor Tip: Intangibles Matter
Intangible assets can play a significant role in your business value. While these may not take physical form, they can be legally identified and transferred. It can be a hard exercise, especially w
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Selling Your Business? Get Clear About Why
We regularly have conversations with owners about selling. As part of these discussions we take time to talk about the ‘why’. This almost always leads to one of ten core factors, each of which req
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Successful Acquisition Hinges on More Than Strategy
In the current labor environment, it can be difficult to grow a business. Instead of hiring the talent you need to fuel organic growth, growth through acquisition can be another way to expand.
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Three Things to Check
When you are preparing for a possible transition and sale, lots of things come to mind. Before you get too far along the path to dreams, consider these three things when preparing for the transaction.
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What’s the M&A Outlook?
The intense pace of mergers and acquisitions that shaped the Lower Middle Market last year is likely to continue through 2019, according to the most recent Market Pulse survey. The survey is a join
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Why an IOI can help get a better LOI
We generally include an Indication of Interest (IOI) in our sales process. This is not the same as an LOI – letter of intent - but is still an important part of the sales process. Here’s why.
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Looking Back to Plan the Future
As one year closes; another is just beginning. It is an excellent time for company owners to consider the options for what is next.
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Growth Through Acquisition in the Lower Mid-market
Growth through acquisition has been a strategy largely used by mid-sized and larger companies for years. Now firms in the lower mid-market are getting into it as well.
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PEI Cites 8 Attributes of Quality Deals
Quality deal flow is among the top concerns for M&A advisors. A recent blog posted by Private Equity Information offers 8 key attributes of “quality deals.”
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In an M&A Program: Why Consider a Business “Carve Out”?
An M&A program need not be limited in the search to the complete acquisition of a company.
Case Studies
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Precision Machining Company
Initially, liquidation was a serious consideration. It would offer a quick exit but would hurt loyal employees and disrupt the customers who had come to rely on its quality production.
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Green Product Company
Our client owners could dig in for the long haul…However, this would take five years or more. Owners simply lacked the horsepower to do it.
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Water Purification Company and Young Buyers
Owners decided they wanted to retire. They also wanted to be fair to the staff who had been loyal to them. Could the company be sold, the staff retained and the facility remain in use?
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Magnetics Company with High Profile Customers
(T)he manufacturer would need to focus on growing EBITDA to capture interest from major strategic buyers and achieve a higher multiple of earnings.