We’ve put together a collection of valuable resources and tools for M&A and dealmaking professionals. This includes our quarterly mid-market M&A reports with Mergermarket, financial models, due diligence resources, and productivity tools, as well as videos and webinars. Get the most out of these tools by subscribing for updates and new resources.
Mid-Market M&A Business Resources, Compliments of Firmex
Free resources to help in your day-to-day practice. Enjoy!Mid-market & Dealmaking
Mid-Market reports
Surging ahead: Energy M&A in 2017
Mergermarket: The Permian Basin has seen a large amount of M&A activity lately. What other regions are ripe for dealmaking at the moment? Can bargains be had in regions with less buzz around them? S. Trauber, Citi: The answer is …
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M&A Report: Deal Optimism 2017
Dealmakers brace for an interesting year in M&A. It’s impossible to talk about the year ahead without uttering the name of everyone’s favourite reality television dealmaker: Trump. A few months in, the 45th President of the United States has already …
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Prognosis Positive: Pharma and biotech M&A outlook
Read an exclusive report that Firmex created in collaboration with Mergermarket on dealmaking activity in the pharmaceutical and biotechnology industries.
DownloadFinancial Modeling Resources
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...
DownloadDue Diligence Resources
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 …
DownloadGrowing 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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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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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
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 …
DownloadVideos and Webinars
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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