Mid-Market M&A Business Resources, Compliments of Firmex

Free resources to help in your day-to-day practice. Enjoy!

Mid-Market reports

MergerMarket-June2016

Mid-Market M&A: Deal Environment for Sellers

How big a part has a valuation gap played in stalling North American mid-market M&A? Virtual data room provider Firmex worked with Mergermarket to ask six leading experts for their take. See the results below in this edition of our quarterly report on North American mid-market M&A.

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MergerMarket-June2016

Mid-Market M&A Report: Deal Environment for Sellers

North America has seen a dip in deal activity this year, with volume and valuations down. How can sellers cope with the vagaries of the current M&A environment? We asked four experienced mid-market dealmakers to weigh in.

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North American M&A: The valuation gap

How big a part has a valuation gap played in stalling North American mid-market M&A? Virtual data room provider Firmex worked with Mergermarket to ask six leading experts for their take. See the results below in this edition of our quarterly report on North American mid-market M&A.

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Mid-Market M&A Report: The Valuation Gap

How big a part has a valuation gap played in stalling North American mid-market M&A? Virtual data room provider Firmex worked with Mergermarket to ask six leading experts for their take. See the results below in this edition of our quarterly report on North American mid-market M&A.

Download

Financial Modeling Resources

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Discounted Cash Flow Model

Fully customizable excel file to fit your needs, use it as a starting point, or as a full DCF tool, to quickly assess the value a business. Download your free DCF template today.

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Leveraged Buyout Model (LBO)

Fully customizable in Excel to fit your needs. Use it as a starting point, or as is, to assess how much debt your firm can take on in a deal, and what returns your investors can expect.

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Andrew J. Sherman: Due Diligence Best Practices and Pitfalls

LOIs and NDAs signed. Now art meets science with the legal, financial and strategic review of the business. How do you test the value proposition and identify potential risks? Select the best tools to streamline the process? And prepare for regulatory and legal compliance issues arising from legislation like FCPA? Learn what it takes to avoid pitfalls that plague...

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Excel Shortcuts

Be more efficient in Excel by downloading our list of shortcuts. Includes a list of handy formulas, common financial functions, quick formatting tips, and much more!

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Due Diligence Resources

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Due Diligence Checklist

Fast track the due diligence process Selling a company is stressful, with tight deadlines and a seemingly never-ending request for documents. A lack of preparation on the seller’s part can cause lengthy delays, causing prospective buyers to become distracted or lose …

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Growing data security risks for dealmakers

Data security threats are becoming a larger and larger concern for businesses and their advisers, especially in the M&A space, but there’s a lack of clarity on how to prepare for these threats and combat them when they come up. …

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What is Due diligence

Due diligence refers to the act of investigating information relating to a person or business. It can be done on a voluntary basis, like conducting a background check on a future employee, or it can be a legal requirement in business, for example during a corporate takeover bid. In this scenario, a potential acquirer evaluates a target company and...

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Mergers & Acquisitions Resources

How to groom your business for sale If you’re considering selling your business, then it’s important to get started well in advance. Grooming your business for sale takes time, but the reward is feeling confident you’ll attract more qualified buyers …

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Tips and Tools

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Five Ways A Virtual Data Room Can Prevent M&A Deals From Unraveling.

With the ubiquity of business-oriented cloud services and their use as vessels to store everything from company portfolio stances to financial data, acquisition and divestiture postures, it is no wonder that unsecured clouds have become easy targets for hackers, and why a virtual data room is more essential than ever.

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Three Tips for Running a Successful Legal Client Extranet

Law firms can benefit immensely from an efficient and secure client extranet. When it comes to sharing documents like contracts, court filings, agreements, and files with clients and other attorneys, there’s no room for a breach of privileged information, and …

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Seven Tips for Managing Confidential Documents During M&A

All dealmaking professionals are aware of the critical importance of maintaining confidentiality during the M&A process, since a breach of information can lead to lawsuits and delay or derail a deal.

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Download Seven Tips for Managing Confidential Documents During M&A

Download the full guide All dealmaking professionals are aware of the critical importance of maintaining confidentiality during the M&A process, since a breach of information can lead to lawsuits and delay or derail a deal. What many are less aware of are strategies for actually …

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Videos and Webinars

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Andrew J. Sherman: Due Diligence Best Practices and Pitfalls

LOIs and NDAs signed. Now art meets science with the legal, financial and strategic review of the business. How do you test the value proposition and identify potential risks? Select the best tools to streamline the process? And prepare for regulatory and legal compliance issues arising from legislation like FCPA? Learn what it takes to avoid pitfalls that plague...

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How Your Body Language Can Help Close Deals

Hone your deal making skills. Free body language advice for deal makers.

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M&A – Qualifying your Seller & Finding Value

Found a prospective acquisition or out looking? How to assemble your acquisition team and approach the seller? What are best practices in valuating, structuring, and financing the deal. Most importantly, learn how to overcome common roadblocks and keep your deal on track.

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Harvesting Intangible Assets

Whether you call it “harvesting intangible assets” or “intellectual property management,” organizations must make the most of everything they have to offer if they want to remain competitive. Yet, the majority of companies are oblivious to the wealth of revenue-producing opportunities hiding just below the strategic surface.

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