The M&A (Mergers and Acquisitions) due diligence process is a critical phase of any merger or acquisition transaction. It involves comprehensive research and analysis on the buyer’s part to thoroughly evaluate the target company, assess potential risks in the...

Here are four common 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: Integrating two companies is a complex process that requires careful...

M&A (merger and acquisition) 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...

Brett Rosen, Principal of Rosen Advisory, will be presenting “Intentional Perpetuation” at NABIP’s National Conference being held June 24-28th in New Orleans as part of NABIP’s ongoing commitment to providing M&A education to NABIP members. Brett will be leading...

One of the most frequent questions I get is how long an M&A transaction takes from start to finish. Here is some guidance on timing of transactions.  When working with a firm that knows they want to find a buyer, six months is the amount of time it takes, broken...

An agency owner recently shared with me that they were told by a large M&A firm that they could get his agency a higher purchase price than smaller advisory