Resources and Library

Welcome to our comprehensive library of resources, designed to provide a Buyer with valuable insights into the world of middle market mergers and acquisitions. As a trusted boutique buyside investment bank with decades of hands-on involvement through all the various aspects of a deal, from initiating to closing, we understand the importance of hard-won experience and the wisdom that is necessary to facilitate a successful acquisition. Below, you’ll find excerpts from our extensive acquisition library, offering a glimpse into what we have learned from decades of working on thousands of deals and are prepared to share with our clients.

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Insider’s Guide

Your essential playbook for building relationships and mastering the M&A process with confidence.

Rules of the Road

Navigate the unique challenges of non-auction deals with our expert tips for a smooth acquisition journey.

Value Creation Plan

Discover strategic insights and customizable frameworks for increasing a company’s valuation through both organic growth and acquisition opportunities.

Executive Business Plan

A comprehensive template to help craft a compelling business case for your next acquisition.

Due Diligence Checklist

An in-depth guide to asking the right questions and uncovering crucial details during the acquisition process.

Caveat Emptor

Expert insights to help you spot red flags and make informed decisions when buying a business.

Top 25 FAQs

Get answers to the most common questions about selling your business, straight from our experience in the field.