Home > 
Knowledge and Insight > M&A Issues

All Articles


How To Sell Your Company Without A Buyer

Added on April 2015 in M&A Issues
1 visitor like this article | Viewed 4174 times | 0 comment

Summary: Conventional wisdom is that startups are bought, not sold. The logic follows that no matter how much an entrepreneur wants to sell a company, there needs to be an eager buyer and no amount of seller desire can manufacture one. Some people interpret this wisdom to mean that they should spend no time getting to know buyers and when a large company is ready to buy their startup, they’ll come knocking.

Stifel's purchase of Sterne Agee likely not its last in the broker-dealer space

Added on April 2015 in M&A Issues
1 visitor like this article | Viewed 3346 times | 0 comment

Summary:  The acquisition of the Sterne Agee Group by Stifel Financial Corp. was classic Ron Kruszewski: find a company in turmoil and buy it on the cheap. It is a strategy that has served the Stifel chief executive well over the past 18 years.

 

A Primer On Advisor Succession Planning Deals From The Buyer's Perspective

Added on April 2015 in M&A Issues
1 visitor like this article | Viewed 4138 times | 0 comment

Summary: For the past decade, the growth of advisory firms has led to a wave of hiring new planners, many of whom are ultimately anticipated to be the successor to the founding owner. And as time has passed, more and more are reaching the moment of transition when the successor actually does begin to buy into the practice; in fact, even in firms where the owners aren’t looking to exit anytime soon, it is increasingly common to add “junior partners” who will help to grow the firm going forward.

Stop Using Revenue Multiples: Better Tools for Valuation

Added on April 2015 in M&A Issues
1 visitor like this article | Viewed 3654 times | 0 comment

Summary: Rules of thumb can be convenient – and dangerous. When at the butcher, it’s good to know that roughly half a pound of meat will feed a person. Using this rule of thumb helps ensure that your dinner guests don’t leave hungry or you don’t waste a few extra dollars per person.

RIAs Dominate M&A Deals for Second Year Running

Added on April 2015 in M&A Issues
1 visitor like this article | Viewed 3770 times | 0 comment

Summary: Registered investment advisors were the leading acquirers in M&A deals in 2014 for the second year in a row, according to Schwab Advisor Services’ semiannual report, released Tuesday.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?