3 Tips for Maintaining an Organized Virtual Data Room

Decades ago, the file room was often the heart of an organization — information  flowed  in and out of its chambers, bringing critical resources to every part of a company. While  paper  is on the fast track to obsolescence in many environments, the file room has evolved to take up residence on local servers or the cloud, with virtual data rooms making M&A due diligence and paperwork that much easier.

And yet, the  organization  of that data room remains a key aspect of ongoing business success. Check out these three tips for maintaining an organized virtual data room to support your entire organization — whether you’re in the midst of M&A activity or not.

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Mid-Year Update for the Middle Market - 2018

Overall, the middle market is experiencing strong performance in 2018. According to the National Center for the Middle Market, companies in this sector reported employment growth rates of 6.3 percent and revenue growth rates of 8.4 percent -- both at the highest level within the past year. The center also notes that confidence in both the global and local economy is at an all time high in this sector, which is likely encouraging M&A activity and growth.

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8 Best Practices for Acquiring a Company

There are a lot of potential advantages to acquiring another entity, and this is true for both fledgling startups and well-established enterprises. Joining forces with an existing business by virtue of a merger or acquisition can help a company increase its market share, tap into new geographical areas, expand product and service lines, eliminate a competitor, or cut costs through economies of scale. It does not necessarily matter why a company pursues an acquisition, so long as there is ample preparation beforehand and a carefully crafted, well-executed plan. Here are eight best practices for acquiring a company:

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SecureDocs' New Vice President of Sales: Meet Casey Roberts

SecureDocs, Inc. has announced that Mr. Casey Roberts has been named Vice President of Sales. Roberts’ new role places him responsible for overseeing the growth of the SecureDocs, Inc. account management team, ensuring that prospective customers have a tremendous experience from their first point of contact, through the evaluation process, and as a customer.

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4 Tips for Developing an Effective M&A Branding Strategy

Whether a larger company is absorbing a smaller brand or two entities are merging to form a new company, branding plays a critical role in the success -- or failure -- of the outcome. By creating a comprehensive branding strategy that takes culture, customers, and communication into account, organizations can set the stage for greater success with M&A activity. Here are four tips for developing a strategy that protects existing brand values, which are often an important asset driving mergers in the first place.

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5 Common M&A Mistakes and How to Avoid Them

According to a KPMG study, attempted mergers have a failure rate around 83 percent. Other research shows a different  rate of failure, but it's always above 50 percent, which means you're up against some serious challenges when you step into the M&A waters. CEOs and companies that want to hedge as many bets as possible can learn from common M&A mistakes so they can avoid or mitigate as many hurdles to success as possible.
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Before the IPO: 5 Items CEOs Should Have in Order

Going public doesn't always go well, and even the biggest brands can stumble when leaping this hurdle. In 2013, for example, Twitter scored huge with the fourth biggest IPO of the year, while social giant Facebook floundered with unexpectedly poor performance on the first day. Even IPOs that break records on day one aren't necessarily success stories, though (it works the other way, too, as the eventual Facebook success shows). CEOs can take action to help hedge bets leading into an IPO. Here are five areas that should be in order before going public.

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What Is Amalgamation?

In many mergers and acquisitions, one company takes over the business of another, and the second company ceases to exist as an organization. That's known as absorption. Sometimes, though, there are enough benefits associated with a completely new brand or legal entity that two companies combine to form an entirely new entity. That process is known as amalgamation.

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A Look at Leveraged Buyout in M&A

Leveraged buyouts are trending up across the globe, and in 2017, the U.S. saw an increase in the volume of leverage loans of 53 percent. While records for leveraged buyout volume were set in the aughts and again in this century, it's not a new financial tactic for entities that want to acquire brands without tying up existing capital. In fact, one of the largest leveraged buyouts in history occurred in 1989, when KKR leveraged assets and raised a total of $55.38 billion to purchase RJR Nabisco.

Today, both target companies and potential investors should understand leveraged buyouts because it's one of the financial options that can support a successful acquisition. It's also a tactic that some acquiring organizations use to procure companies even when the target company doesn't sanction it (aka, during a hostile takeover).

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Tuck-in vs. Bolt-on Acquisitions

Tuck-in and bolt-on acquisitions typically occur when a larger, private-equity backed entity absorbs a smaller one during M&A activity, often in an attempt to gain specific skills or product capabilities or an expanded market. While the two acquisition types are similar on the surface -- and many people use the terms interchangeably -- slight differences in intent and the way the acquired assets are treated can be seen between tuck-in and bolt-on transactions.

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