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

A buyer’s essential playbook for building internal consensus for developing acquisition criteria and aligning resources for making successful acquisitions.

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 an Owner the right questions and uncovering crucial details during the acquisition process.

CAVEAT EMPTOR

Expert insights to help a buyer spot red flags and make informed decisions when selecting a buyside advisor.

TOP 25 FAQs

Get answers to an Owner’s most common questions about selling their business, straight from experts with decades of actual acquisition experience.