Prioritizing client education to empower decision makers throughout their transaction

Tax Reform Enhances ESOP Benefits

April 06, 2018

Are you a business owner considering a partial or total ESOP (Employee Stock Ownership Plan)?  If so, you are likely to find that the Tax Cuts and Jobs Act of 2017 will produce greater benefits for you and your company’s stakeholders than before the law was passed. 

Because many provisions will favorably impact new ESOP formation and existing ESOPs, we expect to see more new ESOPs and more second or third stage ESOP transactions. 

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This is Why Investment Bankers are Your Most Valuable Asset

February 08, 2018

Research consistently shows that the additional cost of an investment banker is a fraction of the value they add.  

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ESOP Valuations and the Effect of Tax Reform

January 19, 2018

Late last year Congress passed the final version of the Tax Cuts and Jobs Act of 2017. Although the plan does not alter ESOP legislation, there are some indirect effects on ESOPs.  Some of the changes will impact the valuations of ESOP-owned companies.

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Growth Through Acquisitions

December 06, 2017

Among the fastest ways for a company to grow entity value is through accretive acquisitions. With a well-executed acquisition strategy, companies can realize significant value in the first year, which often accelerates in the years that follow.

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Merger of Lennar & CalAtlantic Precursor to Further Consolidation

November 21, 2017

Lennar Corporation recently announced the acquisition of CalAtlantic Group.  Together, the companies form the largest home builder in the U.S.

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Increased Capital Creates a Seller's Market

November 20, 2017

Bloomberg reports private equity firms currently have more than $950 billion of capital waiting to be invested in the marketplace.

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Exploring Your Exit Options: A Dual Track Process

November 06, 2017

In this favorable market, how do sellers contemplating an exit from their business decide whether to pursue an M&A sell-side transaction or the formation of an Employee Stock Ownership Plan (ESOP)?  They don’t.  Instead, they run a dual track process which provides knowledge of possible outcomes simultaneously.  This allows the seller to make the best choice for his/her situation based on actual offers and company specific options.

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Cybersecurity Acquisitions on the Rise

October 25, 2017

The cybersecurity industry is experiencing strategic M&A activity as major security breaches are on the rise.  With renowned, trusted firms such as Equifax and Deloitte among the victims, many companies are increasing their investments in cybersecurity.

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Post Acquisition Rebranding

October 24, 2017

Successful transactions require important decisions about rebranding— if, when and how to transition an acquired brand. Unfortunately, these brand strategy considerations are often overlooked or only considered after the acquisition. This is partly because there is a lack of relevant historical data for analysis.

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Tech Growth Fueled by Online and Mobile Device Demand

September 27, 2017

For the first time ever, the six most valuable companies in the world, by market cap, were all technology companies.

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