Pinnacle Brokerage Group* was a successful middle market employee benefits brokerage firm. Founder Josh Smith was 58, and like many owners at this stage, he was considering selling the firm so he could realize some of the proceeds from what he had built, gain access...
If you own a small- to mid-sized insurance, financial services, HR, or similar firm, you’ve likely thought about the future of your business and the possibility of selling some day. Whether you are years away from a sale or beginning to seriously explore your...
The Four Vs: Key Benefits of Using an M&A Advisor When Selling Your Business For many years, I sat on the buy side of the table as my organization acquired small companies in employee benefits, insurance, retirement, and HR. We recruited seller-owners directly,...
The process of due diligence in mergers and acquisitions is a critical phase of any transaction. It involves comprehensive research and analysis on the buyer’s part to thoroughly evaluate the target company, assess potential risks in the deal, and uncover aspects of...
Here are four common M&A challenges that companies may encounter post-acquisition. The good news is, these issues are predictable and addressable before a sale is executed: 1. Integration challenges: Post merger integration of two companies is a complex process...
M&A advisors play a critical role in facilitating transactions between buyers and sellers. However, conflicts of interests can arise in this process due to the nature of their role. Here are some common types of conflicts of interests that can arise with an...
