Navigating the complexity of a merger or acquisition is no easy feat. For companies both small and large, a lot can happen throughout the life of the deal that can cause delays, derailment, and even a complete implosion. Unfortunately, a breakdown in communication is one of the primary culprits for deal failure. Parties to the transaction often forget to keep important players in the loop or pieces of information are shared with some stakeholders and not others. Of course, internal strife is far too common as employees are often left in the dark. The key to ensuring a relatively smooth, drama-free transition is to plan an effective communications strategy. There has to be ample thought behind the creation and delivery of every message and information must be shared in a clear, concise, and timely manner to avoid potential pushback or disputes. Here are some tips on how to plan an effective communications strategy:Read More
There are various reasons to engage in an acquisition, and there are various ways to achieve this type of transaction. For many companies, acquiring another company is a strategic move that is meant to add to the acquiring company’s production lines, increase its service offerings, or improve its research and development capacity. In some cases, however, an acquisition merely serves to eliminate the competition. And, in other instances, acquisitions are sought for simple financial reasons with the goal of driving up value, without as much emphasis on how the companies can combine forces on the basis of their market niche or client base. An example of a value-driven deal is an accretive acquisition, as explained below.Read More
Raising the funds needed to fuel a project usually begins before the venture even gets off of the ground. In many cases, startup founders will use their own money to get things going, or they will borrow money from close friends or family. Of course, if they are really lucky, they may manage to nab some seed money from an angel investor or two. Although both angel investors and venture capitalists tend to invest in innovative startups, they are not quite the same type of investor. Here is a quick rundown of the differences:Read More
During an M&A Transaction it's crucial that you partner with an advisor who understands thedelicate balance of protecting your business while engaging in reasonable risk in order to achieve maximum success during the deal process. You need your advisor the be "The CEO of the Deal" so you can focus on being the CEO of your company. Watch this video to learn more:Read More
Every year it seems like mergers and acquisitions occur at record pace and valuations. There have been deals worth tens of billions, and some years even trillions of dollars, as businesses constantly strive to gain or retain a competitive advantage by acquiring other entities. As with most business transactions, cash deals are highly preferred for fairly obvious reasons. Nonetheless, plenty of mergers still happen via the sale/purchase of stock. Although the same thing essentially occurs regardless of whether the deal is completed with a cash payment or a purchase of a certain percentage of shares, there are often differences in the way in which the merger ultimately unfolds. Here are some of the key differences between the two ways to close the deal:Read More
The M&A process without a doubt takes the time of a company's management team. It requires delicately balancing time spent moving your company forward while simultaneously managing internal changes within your organization.
The amount of time required on the actual M&A transaction can vary throughout the process. In this video Latitude CEO, Steven Myhill-Jones, discusses how he managed change in multiple areas of his organization, including technology migration, change in his executive team, change in partner agreements, and changes in licensing terms all while also going through M&A.
Watch the video below to learn more:
A private placement memorandum (PPM), which is also called an offering memorandum, is a lengthy document that legal counsel, accountants, investment bankers, and other pertinent professionals put together for a company to present to prospective investors. A PPM can take quite some time to craft, as it must explain the terms of the investment that the company is offering, including an explanation of the goals and potential risks. Here is a brief rundown of some of the key information that should be included in a well-designed PPM:Read More
When choosing an M&A Advisor it's important that your advisor is dedicated to seeing the transaction through to the very end. Mergers and acquisitions is a marathon, not a sprint. The process can often take much longer than one may think, and you need a partner who will be there to do more than just make a handful of introductions, check-in here and there, and then collect their fee.
On Wednesday, November 15, 2017 at 11AM (PDT) SecureDocs will co-host a webinar, "Choosing an M&A Advisor: A Guide for Investors, Boards, and Management," with TechStrat, an M&A and strategic advisory firm, and presented by TechStrat Founder Nat Burgess who has over 20 years advising emerging technology companies on M&A, investment, and growth strategies.
During the 1 hour webinar Mr. Burgess will share detailed best practices and tactics to implement when choosing an M&A Advisor in order to ensure success for your unique business. He shares a preview of the webinar content in the TechStrat video, "Choosing an M&A Advisor: Dedication," below.Read More
Budding and seasoned entrepreneurs know that building a business from the ground up and then taking it public or selling it for a handsome sum is the ultimate end game. But, just because the desire and diligence are there does not mean that it will actually come to fruition. It can take months to years of strategic planning and perseverance before the pursuit of a viable exit plan is even a possibility. And, with such fierce competition in so many sectors, especially the tech world, taking the right steps to position your company for a well-timed exit will prove vital to the success of the process. Here are some ways to ensure that your company can implement a successful exit strategy:Read More