Middle market M & A: handbook for investment banking and business consulting

In-depth coverage in a single handbook of the middle market based on the bodyof knowledge of the Certified M&A Advisor 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 inthe private capital market Includes content on engagement and practice management for those involved in the M&A business This practical guide and referenceis also an excellent primer for those seeking to obtain their FINRA Series 79license. INDICE: Preface Acknowledgments Section I The Middle Market Chapter 1 Private Capital Markets Segmented Markets Characteristics of the Lower Middle Market Why Are Markets Segmented? Chapter 2 Valuation Perspectives for the PrivateMarkets Private Investor Expectations Drive Private Valuation Value Worlds Valuation as a Range Concept Value Worlds and Deals 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 Post-Merger 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 Section II 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 Types of Transactions Questions to Consider (for a seller) Initial Financial Analysis Value Discussions Process Discussion Confidentiality Client Engagement Licensure Issues in the M&A Business Chapter 6 Sell-Side Representation and the Process Selling Process Overview Chapter 7 Buy-Side Representation and the Process Strategy Engagement & Fees The Filter Financing Quality of Earnings Coordination Integration Chapter 8 Mergers Initial Analysis of Both Entities Strategic Rationale Valuation Modeling Understand Cost, Operational andCultural Differences Develop the Integration Plan Deal Structure and Negotiations Due Diligence Legal Process and Closing Post Closing Integration Chapter 9 Professional Standards and Ethics Role of M&A Advisor in the Economy A WholeNew Way The Middle Market Standard Ethical and Professional Standards SectionIII 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 Earnout Regulatory Compliance Chapter 12 Tax Structure and Strategy Tax FundamentalsTransaction Tax Basics Tax Glossary & Reference Chapter 13 Tax Provisions Used in M&A Installment Sales 1031 (Like-Kind) Exchanges Partnership M&A Corporate M&A Issues Tax Glossary & Reference Chapter 14 Regulation and Compliance Protecting Investors - Securities Act of 1933 Keeping the Markets Honest - Securities Exchange Act of 1934 Anti-Trust Issues and Laws You May Encounter in the Deal Other Regulatory Issues and Laws You May Encounter in the Deal The Investment Banker's Perspective The Company's Perspective Chapter 15 Financing Sources and Structures Perspective Buyouts Recapitalization Acquisitions Financing Primer Capital Structure Sources and Types of Funding Personal Guarantees Chapter 16 Due Diligence Traditional Due Diligenc

• ISBN: 978-0-470-90829-7
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 400
• Fecha Publicación: 08/02/2012
• Nº Volúmenes: 1
• Idioma: Inglés