Welcome to the M&A Minute – a timely discussion on the world of Mergers & Acquisitions.

Whether you are a valued professional partner, an industry expert, or a business owner, I believe you will benefit from the information I’ll share in this and upcoming emails. 

M&A information is important for those directly in the space as well as business owners currently looking to sell, transition or maybe just take on a different role. A knowledge and educated business owner is a prepared business owner in the event of a necessary pivot. Nearly 50% of private businesses sell because of a crisis - the dreaded but all too often seen 5Ds: death, disability, divorce, distress, and disagreement.

We are currently helping the owner of a construction industry business explore his next steps and potential exit opportunities. As a part of that process, Hagen Rogers with Watermark Advisors in Greenville, SC, has put together a brief yet detailed report for the construction industry in the attachment. Per this report and many recent conversations with other M&A advisory experts and firms, it’s clear that the M&A market has not been waiting around for Federal Reserve Chair Jay Powell to cut interest rates. Buyers are actively looking for deals, and multiples are back on the rise. An alarming number of private enterprise deals that go to market, however, ultimately fail to sell. Common culprits include sellers' cold feet, unrealistic exit price expectations, poor process management, and/or an inadequate professional M&A advisory team.

I’m currently working with two different business owners on their journey to answer the question of what's next. The ideal business for our exit planning services has an estimated enterprise/exit value of $10 million+ and/or and an owner with $5 million+ in investable assets for our ongoing active investment portfolio management services.

I hope you’ll find this information helpful. Feel free to share this email with anyone you believe could benefit from it, or you can email me directly to add someone to the distribution list. In addition, if you have any relevant M&A case studies, white papers, reports, data, or personal experiences to share for the benefit of this audience, please let me know.

I welcome your feedback and I look forward to seeing you soon.

Emory

Advisory services provided by NewEdge Advisors, LLC doing business as Crescent Wealth Management, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.

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