Sellers, Be Aware of M&A Advisors’ Biases

A fascinating mergers & acquisitions topic rarely written about is, how would a business owner know if the advice they are receiving from M&A bankers is biased. Does the advice favor the owner or the banker? From my experience, most business owners do bounce the decision to sell off family members, respected peers, professional advisors,…

How Will COVID-19 Influence M&A Valuations?

COVID-19 is impacting how practitioners value target companies for M&A purposes. How are valuation practices changing and what stays the same? Let’s take a look. Guideline Publicly Traded and M&A Transaction Comparables methods’ influence over a final valuation range should be reconsidered during this crisis. First, looking at the M&A Transactions method, Revenue and EBITDA…

Southern Style M&A: An Interview with Hagen Rogers

Hagen Rogers is the Executive Managing Director at Watermark Advisors, LLC. Watermark prides itself on its “Southern style” approach to M&A. Knox Kiernan, an intern at Watermark, interviewed Rogers to learn more about this unique, relational approach. (This interview is also available as a podcast.) Our discussion today centers around the idea of Southern style…

Six Month Carolinas and Georgia M&A Transaction Report

We’ve compiled six months of data on the top recent M&A transactions in the Carolinas and Georgia. Table of Contents Aggregate M&A Summary – Last Six Months Carolinas & Georgia Transactions By Sector Most Active Acquirer by Total Transaction Size Regional Merger & Acquisition Valuation Summary Regional Number of Deals by Transaction Range Last Six…

COVID-19’s Influence on M&A

We at Watermark want to contribute to the developing COVID-19 situation by sharing facts and opinion on how this global development is affecting M&A markets. The information table below should be no surprise regarding a slowdown in closed United States M&A transactions year to date through March 15th. Interestingly enough, M&A transaction announcements are up…

Crowdfunding: Is It Here to Stay?

Table of Contents Crowdfunding Overview Crowdfunding Transactions in Carolinas & Georgia in 2019 Private Placements in Carolinas & Georgia June – December 2019 The Jumpstart Our Business Startup (JOBS) Act, enacted in 2012, allowed startup companies and small businesses to offer and sell securities to the general public through crowdfunding. The Securities and Exchange Commission…

Was Softbank’s Acquisition of WeWork a Shrewd or Sucker Move?

The We Company has received a lot of press coverage in recent months after a failed IPO shocked many in business and financial markets. Last week’s announced acquisition of The We Company by SoftBank prompts the question, “Is SoftBank shrewd or a sucker?” SoftBank Group, headquartered in Tokyo, operates 6 business segments: telecommunications in Japan,…

M&A’s Eye of the Storm

Frequently, I hear comments from the business community like “John wants to sell the company, but I can’t convince him to meet with an M&A advisor about it.” Meanwhile from the M&A deal community I might hear after a transaction closes, “buyer demanded concessions as a result of their due diligence findings. It was stressful…

September 2019 Six Month M&A Transaction Report

We’ve compiled six months of data on the top recent M&A transactions in the Southeast and in the US. Table of Contents Southeast Transactions Major US Transactions Major Canceled Transactions About Watermark Advisors Southeast Transactions M&A Closed Date Buyers/Investors Primary Industry [Buyers/Investors] Geographic Locations [Buyers/Investors] Target/Issuer Short Business Description [Target/Issuer] Total Transaction Value ($USDmm, Historical…

kVA + UL = A Fascinating Acquisition

Every M&A client has a unique story. Watermark’s most recent M&A client, kVA, had a fascinating one. On June 3rd, Underwriters Laboratories, also known as UL, announced that it had acquired kVA. This announcement ended one stage in the life of kVA as it turned the page and started a new one. kVA was formed…
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