Middle Market M & A Handbook for Advisors, Investors, and Business Owners

An in-depth and practical exploration of middle-market mergers and acquisitions from leading experts in the field

In the newly revised Second Edition of Middle Market M & A: Handbook for Advisors, Investors, and Business Owners, mergers and acquisitions experts Kenneth H. Marks, Christian W. Blees, Michael R. Nall, and Thomas A. Stewart deliver a comprehensive overview of mergers, acquisitions, divestitures, and strategic transactions of privately held companies with revenues between $5 and $500 million per year.

You'll discover the market trends, perspectives, and strategies commonly affecting business transitions in all phases of a deal, as well as the processes and core subject areas (e.g. valuation, structure, taxation, due diligence, etc.) required to successfully navigate and close transactions in the private capital markets.

The latest edition of this handbook includes new discussions about:

• The middle market landscape and the evolution and impact of private equity on the private capital markets
• The concepts of mergers and acquisitions from an owner's point of view
• Ways in which transition and value growth planning can optimize the value owners and investors can realize in sell-side and buy-side transactions
• New technologies being used in the M&A process

Perfect for advisors, investors, and business owners, the new edition of Middle Market M & A is a must-read roadmap of the strategic transaction landscape that provides solid, practical guidance for attorneys, accountants, investment bankers, corporate development, exit planners, investors, lenders and the owners, entrepreneurs, and leaders of middle market companies.

KENNETH H. MARKS is Founder and Managing Partner of High Rock Partners, a boutique firm of strategic and M&A advisors. He is an expert in mergers, acquisitions, and financing of emerging growth and middle market companies.

CHRISTIAN W. BLEES is President and CEO of BiggsKofford Certified Public Accountants and BiggsKofford Capital Investment Bank. He is the lead instructor of the Certified Merger & Acquisition Advisor (CM&AA) credentialing program.

MICHAEL R. NALL is Founder of Alliance of Merger & Acquisition Advisors and a recognized speaker on the valuation, growth, and sale of middle market companies.

THOMAS A. STEWART served as Executive Director of the National Center for the Middle Market, and Editor-in-Chief and Managing Director of Harvard Business Review.

Preface

Acknowledgements

Part One – Middle Market Overview

               C1          The Middle Market

               C2          Private Capital Markets

               C3          Valuation Perspectives

Part Two – For the Business Owner / Operator and Entrepreneur

               C4          Transition, Succession and Exit Planning

               C5          Value Growth and Optimization

Part Three – The M&A Practice and Processes

               C6          Practice Management

               C7          Sell-Side Representation and Process

               C8          Corporate Development and the Buy-Side Process

               C9          Buy-Side Representation

               C10        Technology in the M&A Process

               C11        Professional Standards and Ethics

Part Four – M&A Technical Discussions

               C12        Financial Analysis

               C13        Market Valuation

               C14        Deal Structure

               C15        Financing Sources and Capital Structure

               C16        Due Diligence

               C17        Tax Provisions Used in M&A

               C18        Legal Documentation

               C19        Regulation and Compliance

               C20        Cross Border Considerations

Glossary

About the Authors

About the Contributors and Reviewers

Index

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