Watermark Wire: A Little Known Valuation Secret
Sellers and even many infrequent acquirers proceed in negotiating deal terms, unaware of a financial arbitrage that often occurs at the M&A closing table.
Posts by Watermark Advisors
Watermark Wire: Bridge Thinking for M&A
Why does the conventional approach to M&A (“the parachute approach”) come up short so many times? Watch this brief video to learn why.
NEXT Founders Forum: Setting Your Company Up For A Successful Exit
Register now to attend this upcoming event. Founders Forum, powered by NEXT, is an educational series for entrepreneurs, taught by subject matter experts in key areas of focus for all startups. Learn how you can improve your efforts as a founder, walk away with outcomes you can apply directly to your business, and strengthen your…
How M&A Has Changed in Q4 – M&A Wire Video
Is M&A decoupling from the economy? If so, what does that mean for 2023? In this latest Watermark Wire video, Hagen Rogers explores how and why mid-sized companies are seeing fewer M&A transaction volume but higher M&A transaction multiples. He then offers practical advice for BOTH acquirers and sellers.
M&A and the Economy Part III: Economic Cycles & Their Influence on M&A
In the dizzying world we work in currently, we often don’t stop and look back at history to learn lessons. The team at Watermark has been researching prior recessions and how they influence M&A transaction outcomes. This current economic downturn is driven by (1) a massive, unprecedented injection of M1 and M2 money supply after…
M&A and the Economy Part ll: Six Considerations Affecting Sellers’ Timing
There are numerous economic indicators that are pointing towards recession or stagflation. As discussed in our previous Wire article titled M&A and the Economy Part 1: Americans are Getting Poorer, price increases driven by rampant inflation and the energy sector crisis (gas, natural gas, diesel fuel supply demand imbalances) are hurting the American public, and…
M&A and The Economy Part l: Americans are Getting Poorer
We want to turn our attention to recent economic developments as conditions in the US continue to worsen. The M&A market is not immune to these worsening conditions. There is a lot to cover on this issue, so this topic will span over several articles. Today, we’d like to focus on macroeconomic indicators that are…
Top M&A Fumbles and Landmines That Every Acquirer Should Know
We are proud to share our Executive Briefing which explores “fumbles and landmines” that cause acquirers to ultimately fail in capturing an ROI above a hurdle rate. ROI and strategic failures by acquirers go for the most part largely unreported. However, they are in fact, much more widespread than many realize, costing shareholders dearly. We…
Transition Readiness Webinar Series: Watch Sell-Side M&A Preparation’s Missing Ingredient
Trelus Webinar September 2021 Presenter: Hagen Rogers, Watermark Advisors
Family Offices and M&A
Family offices continue to grow in prominence in the world of M&A and are increasingly competing against PE firms and strategics for acquisition opportunities. Single-Family Offices (SFOs) manage wealth of a single-family or individual. Multi-family offices (MFOs) are designed to provide similar services to their SFO counterparts but to a number of wealthy families. According…