| Description |
1 online resource (1 volume) : illustrations |
| Bibliography |
Includes bibliographical references and index. |
| Summary |
In-depth coverage in a single handbook of the middle market based on the body of knowledge of the Certified M & A Advisor & trade; credential program M & A advisors have an unprecedented opportunity in the middle market with the generational transfer of wealth and capital being deployed by private equity and corporate investors. Middle Market M & A: Handbook for Investment Banking and Business Consulting is a must-read for investment bankers, M & A intermediaries and specialists, CPAs and accountants, valuation experts, deal and transaction attorneys, wealth managers and investors, corporate development leaders, consultants and advisors, CEOs, and CFOs.-Provides a holistic overview and guide on mergers, acquisitions, divestitures and strategic transactions of companies with revenues from $5 million to $500 million -Encompasses current market trends, activities, and strategies covering pre, during, and post transaction -Addresses the processes and core subject areas required to successfully navigate and close deals in the private capital market -Includes content on engagement and practice management for those involved in the M & A business This practical guide and reference is also an excellent primer for those seeking to obtain their FINRA Series 79 license. |
| Contents |
""Cover""; ""Endorsements""; ""Series""; ""Title Page""; ""Copyright""; ""Dedication""; ""Preface""; ""Acknowledgments""; ""Part One: The Middle Market""; ""Chapter 1: Private Capital Markets""; ""SEGMENTED MARKETS""; ""WHY ARE MARKETS SEGMENTED?""; ""MARKET ACTIVITY""; ""Chapter 2: Valuation Perspectives for the Private Markets""; ""PRIVATE BUSINESS VALUATION CAN BE VIEWED THROUGH DIFFERENT STANDARDS OF VALUE""; ""WHY THE DIFFERENT VERSIONS OF VALUE?""; ""VALUATION AS A RANGE CONCEPT""; ""VALUE WORLDS AND DEALS""; ""AN ALTERNATIVE VALUATION APPROACH""; ""Chapter 3: Corporate Development"" |
|
""WHY ACQUIRE?""""THE ACQUISITION PROCESS""; ""CASE STUDY #1""; ""CASE STUDY #2""; ""PRACTICAL TIPS AND WHAT CAUSES DEALS TO FAIL""; ""Chapter 4: A Global Perspective""; ""ADVANTAGES OF GLOBAL M & A""; ""CHALLENGES TO GLOBAL M & A""; ""NEGOTIATIONS AND THE IMPORTANCE OF CULTURAL TUNE-IN""; ""STRATEGIC DUE DILIGENCE""; ""POSTMERGER INTEGRATION: ARE THE ODDS IN YOUR FAVOR?""; ""FROM THE START: THINK INTEGRATION""; ""ACQUISITIONS THAT BUILD VALUE""; ""TAXATION""; ""LABOR""; ""FOREIGN CORRUPT PRACTICES ACT (FCPA)""; ""SUCCESS FACTORS""; ""Part Two: The M & A Practice and Processes"" |
|
""Chapter 5: Practice Management""""PRIMARY M & A ADVISORS""; ""MARKETING THE M & A PRACTICE""; ""UNDERSTANDING THE PRIVATE BUSINESS OWNER""; ""CLIENT ACCEPTANCE""; ""INITIAL FINANCIAL ANALYSIS""; ""VALUE DISCUSSIONS""; ""PROCESS DISCUSSIONS""; ""CONFIDENTIALITY""; ""CLIENT ENGAGEMENT""; ""Chapter 6: Sell-Side Representation and Process""; ""SELLING PROCESS OVERVIEW""; ""Chapter 7: Buy-Side Representation and Process""; ""STRATEGY""; ""ENGAGEMENT AND FEES""; ""THE FILTER""; ""FINANCING""; ""QUALITY OF EARNINGS""; ""COORDINATION""; ""INTEGRATION""; ""Chapter 8: Mergers"" |
|
""INITIAL ANALYSIS OF BOTH ENTITIES""""STRATEGIC RATIONALE""; ""VALUATION MODELING""; ""UNDERSTAND COST, OPERATIONAL, AND CULTURAL DIFFERENCES""; ""DEVELOP THE INTEGRATION PLAN""; ""DEAL STRUCTURE AND NEGOTIATIONS""; ""DUE DILIGENCE""; ""LEGAL PROCESS AND CLOSING""; ""POSTCLOSING INTEGRATION""; ""Chapter 9: Professional Standards and Ethics""; ""ROLE OF THE M & A ADVISOR IN THE ECONOMY""; ""A WHOLE NEW WAY""; ""THE MIDDLE MARKET STANDARD""; ""ETHICAL AND PROFESSIONAL STANDARDS""; ""Part Three: M & A Technical Discussions""; ""Chapter 10: Financial Analysis""; ""FINANCIAL REPORTING MOTIVATION"" |
|
""EBITDA""""BALANCE SHEET ANALYSIS""; ""Chapter 11: Deal Structure and Legal Documentation""; ""ATTORNEY'S ROLE""; ""PRELIMINARY LEGAL DOCUMENTS""; ""STRUCTURE OF THE DEAL""; ""DUE DILIGENCE""; ""ACQUISITION AGREEMENTS""; ""REPRESENTATIONS AND WARRANTIES""; ""EARNOUTS""; ""REGULATORY COMPLIANCE""; ""Chapter 12: Tax Structure and Strategy""; ""TAX FUNDAMENTALS""; ""TRANSACTION TAX BASICS""; ""TAX GLOSSARY AND REFERENCE""; ""Chapter 13: Tax Provisions Used in M & A""; ""INSTALLMENT SALES""; ""SECTION 1031 (LIKE-KIND) EXCHANGES""; ""PARTNERSHIP M & A""; ""CORPORATE M & A ISSUES"" |
| Subject |
Consolidation and merger of corporations.
|
|
Small business -- Mergers.
|
|
Entreprises -- Fusion. |
|
Consolidation and merger of corporations |
| Added Author |
Marks, Kenneth, 1963-
|
| Added Title |
Middle market Mergers and Acquisitions |
| Other Form: |
Print version: Middle market M & A. Hoboken, N.J. : Wiley, ©2012 9780470908297 (DLC) 2011037185 (OCoLC)744299245 |
| ISBN |
9781119200659 (electronic bk.) |
|
1119200652 (electronic bk.) |
|
9781118198629 |
|
111819862X |
|
1283425173 |
|
9781283425179 |
|
(hardback) |
|
(hardback) |
| Music No. |
EB00062974 Recorded Books |
|
More Resources