Why – and When – M&A Buyers Should Secure Sell-Side Transactional Liability Insurance
Let me say this loud and clear right now: Every Buyer of a sub-$30M EV target should insist on a sell-side Representations and Warranty (R&W) insurance policy from their counterparty. This might sound strange. And I know that you’ve probably encountered many Buyers who are reluctant or resistant to the idea of even considering a […]
Kelcey Lehrich | Succeeding in E-Commerce
How can M&A firms succeed in the e-commerce niche? Kelcey Lehrich, co-founder and CEO of 365 Holdings, is here to share how he provides e-commerce brands with a permanent home when entrepreneurs are seeking an exit.Kelcey also breaks down what makes consumer products thrive in the marketplace—and why you should treat e-commerce as a channel, […]
Ken Heuer | How Core Principles Guide Your Thinking
In M&A, having a set of core principles to guide your thinking is essential… Ken Heuer of Kidd & Company is here to share the firm’s 3 core principles and how they make business decisions simple. We also discuss ● What Kidd & Company brings to the table for the lower middle market ● The […]
A Close Look at Deal Drivers for 2023
When looking ahead at 2023, it’s clear there are economic headwinds out there impacting deal-making, including inflation and the threat of recession. Big tech companies are entering a period of austerity, with giants like Google and Microsoft laying off tens of thousands of employees recently. They over-hired during the pandemic, and they are now having […]
Alan Clark | Why This Major 2023 Prediction is Wrong
When your small business owner client is in a room full of MBAs, they can feel out of their depths… So how do you keep your client’s emotions in check during a high-stakes sale? Alan Clark is here to share his perspective as a sell-side advisor helping clients exit their businesses.Alan also reveals why he […]
Co-Op Fire Safety: 5 Tips
Living in a co-op can be a rewarding and affordable experience, but you still need to make sure that you are mindful of fire hazards. Many residents live the majority of their lives in the co-op, and you want to maintain the building and your unit to the highest standards so that everyone is safe. […]
Top Tips for Managing Windows and Doors in a Co-Op
Co-ops are a great way to get into real estate with limited funds, but they can also be a challenge to maintain. That’s because they’re yours, but they’re also part of a much larger community with a maintenance team. What’s yours to fix and what’s not? The good news is that you can do many […]
Whole vs Term Life Insurance: What’s the Difference?
While whole life insurance is considered the more valuable and of the two, it offers more than a lifetime of protection for a single premium. Term life insurance, however, simply has the insurance company will pay a large sum of money to the beneficiary—if the insured dies. Whole life insurance can be a good option […]
Breaking Down Your Transactional Liability Insurance Options: No Insurance, Traditional Buy-Side, and New Sell-Side
When looking at options to cover a M&A transaction in the past, we’ve always said that you could either use traditional Representations and Warranty (R&W) insurance or… nothing. Nothing would often be the case for deal sizes under $20M, where R&W coverage simply does not extend these days except in very special cases. Now, we […]
TLPE Case Study: Buyer Uses TLPE to Win Auction on Desirable $13M Tech Company
For many years, it was standard practice for Sellers in M&A deals with leverage to insist that Buyers forgo escrows as part of the terms of their deal and instead use Representations and Warranty (R&W) insurance. However, there is a catch … This process works only if the target’s pricing is above the Buy-Side R&W […]