Strategies for Success in Buy-Side M&A
The discussion between senoir investment bankers includes current state of middle market M&A from the perspective of acquirers and learn tips and strategies for successfully sourcing, executing and closing a buy-side transaction.
Current state of middle market M&A from the perspective of acquirers and learn tips and strategies for successfully sourcing, executing and closing a buy-side transaction.
- State of the market for M&A – recent trends
- Drivers of M&A activity – competitive pressure, strategic rationale and financial opportunity
- How active are acquirers?
- Finding suitable targets
- “Proprietary” deal flow
- How to approach targets
- Due diligence do’s and don’ts
- How to avoid an auction
- How to participate in an auction
- What to look for in (and from) advisors
- Pulling the trigger: costs of missed deals vs. “buyer’s remorse”
- Public vs. private targets
- Strategic buyers and financial buyers
- What is different about M&A in the 2010s?
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Neil Morganbesser, DelMorgan & Co.
Neil has over 20 years of experience providing financial and strategic advice to a full range of clients, including entrepreneurs, large corporations, governments, family businesses, private equity funds, and special committees of public companies. Prior to co-founding DelMorgan & Co., Neil was the head of West Coast and Asia Mergers & Acquisitions at Bear Stearns & Co. Neil graduated with an A.B. magna cum laude in Applied Mathematics / Economics from Harvard University (Phi Beta Kappa) in 1986 and received his J.D. and M.B.A. degrees (Order of the Coif, with honors) from Stanford University in 1990. Learn more |
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Alexander B. Kasdan, DelMorgan & Co.
With extensive experience in investment banking, corporate law and restructuring with firms such as Credit Suisse First Boston, O’Melveny & Myers, Paul Hastings and Schlumberger and as a founding partner of Convergence Capital Partners, Alex brings twenty plus years of senior-level Wall Street advice to the middle market companies and entrepreneurs. Alex graduated from Middlebury College with a B.A. magna cum laude in Economics and Italian (Phi Beta Kappa). In addition, he holds a J.D. degree from Columbia University Law School and is admitted to the Bar in the State of New York. Learn more
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With over $250 billion of successful transactions, DelMorgan’s Investment Banking professionals have developed a unique approach to business that has grown out of our dedication to our core principles and our experience over the last 30 years working on some of the most challenging, most rewarding and highest profile transactions around the globe.
