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

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

Mid-Market reports

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Mid-Market M&A Report: Dealmaking Opportunities in 2017

Deal activity in North America slid lower in 2016 amid a spike in political volatility, although transaction numbers began to rebound in Q4. As the new year kicks off, some uncertainty remains in the M&A environment, with the incoming US administration yet to take office. Where will the opportunities be for savvy acquirers in the months ahead? Five experienced...

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Merger and Acquisition Advisor Fee Guide: Industry Results and Findings

Recently, Firmex and Divestopedia partnered to provide transparency into M&A advisor fee structures within North America. Currently, no mainstream published data exists that offers both buyers and sellers insights into average cost structures, what’s being charged and why. This report …

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Mid-Market M&A Report: Riding Out The Downturn

North American dealmaking has failed to reach the heights of the past two record-breaking years. This is particularly true for mega-deals. However, mid- market M&A has seen less of a drop-off . Why is the middle ground holding while bigger deals tumble? Five experienced M&A professionals give their views.

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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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Audit Firms Turn To Virtual Data Rooms To Help Improve Audit Process

Disappointing results from a recent inspection report by the Canadian Public Accountability Board (CPAB) are driving audit firms to find new solutions that challenge the traditional audit process. The CPAB, which oversees the work of Canadian audit firms, said it …

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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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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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Most Wasteful Costs During M&A

Mergers and acquisitions are rare during the life of most companies. If and when the time comes, the focus is o en on completing the deal, with little attention paid to the related costs. However, these costs can wind up …

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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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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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3 Steps To Getting Promoted For Investment Bankers

Ambition probably isn’t a strong enough word to describe new investment banking recruits. With top grades and a great resume, they can have any job they want and their decision to choose a position that entails 120-hour workweeks, insane deadlines …

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auditfirmvdr

Audit Firms Turn To Virtual Data Rooms To Help Improve Audit Process

Disappointing results from a recent inspection report by the Canadian Public Accountability Board (CPAB) are driving audit firms to find new solutions that challenge the traditional audit process. The CPAB, which oversees the work of Canadian audit firms, said it …

Download
mostwatefulcostsma

Most Wasteful Costs During M&A

Mergers and acquisitions are rare during the life of most companies. If and when the time comes, the focus is o en on completing the deal, with little attention paid to the related costs. However, these costs can wind up …

Download

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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