Mergers and Acquisitions Playbook
Home > Business and Economics > Finance and accounting > Accounting > Management accounting, bookkeeping and auditing > Mergers and Acquisitions Playbook: Lessons from the Middle-Market Trenches(3 Wiley Professional Advisory Services)
Mergers and Acquisitions Playbook: Lessons from the Middle-Market Trenches(3 Wiley Professional Advisory Services)

Mergers and Acquisitions Playbook: Lessons from the Middle-Market Trenches(3 Wiley Professional Advisory Services)


     0     
5
4
3
2
1



Out of Stock


Notify me when this book is in stock
X
About the Book

Table of Contents:
Preface. Acknowledgments. Chapter 1: Why People Sell Businesses. Honesty Is the Best Policy. Most Common Reasons People Sell. Proactively Making the Sale Decision. Notes. Chapter 2: Should the Seller Hire an Intermediary? What Do Investment Bankers Do Anyway? Criteria for Selecting an Investment Banker. Investment Banker Fees. Choosing the Right Investment Banker. Notes. Chapter 3: What Is the Business Worth? Valuation Methodologies. Applying Valuation Theory to Real-World Situations. Notes. Chapter 4: The Difference between ?Value? and ?Currency?. Mediums of Exchange in M&A. Sale of a Company's Stock. Notes. Chapter 5: Taking Advantage of the Seller's Unfair Advantages: Prepping and Timing. Preparation. Timing. Involving the Management Team. Informing the Workforce. Leaks. Conclusion. Notes. Chapter 6: Preparing the Documents. The Offering Memorandum. The Executive Summary. The Management Presentation. The Data Room. The Definitive Purchase Agreement. Notes. Chapter 7: Identifying and Cultivating the Right Buyers. Strategic Buyers. Financial Sponsors Diversification Parties. ESOPs. Management. Family Members. Notes. Chapter 8: How Many Buyers to Approach? Negotiated Sale. Limited Auction. Broad Auction. Notes. Chapter 9: Approaching Prospective Buyers. Confidentiality. Distributing the Offering Memorandum to Buyers. Securing Buyers' Indications of Interest. Appendix 9A: Confidentiality Agreement. Appendix 9B: Sample Process Letter. Appendix 9C: Indication of Interest. Notes. Chapter 10: Management Presentations and Plant Tours. Management Presentations. Facility Tours. Next Steps. Notes. Chapter 11: Negotiating the Purchase Price. The Letter of Intent. Case-Specific Negotiating Strategies. Negotiating Dynamics. Appendix 11A: Letter of Intent. Notes. Chapter 12: Moving from Letter of Intent to Closing. The Negotiating Dynamics Have Reversed. Hart-Scott-Rodino Filing. Keeping the Closing Process on Track. What If It's Not Meant to Be? Appendix 12A: Definitive Purchase Agreement. Notes. Chapter 13: Sales Forced by Bankruptcy or Financial Duress. The Painful Decision to Act. Secured Party Sales. Sales Engineered before Filing, but Closed in Bankruptcy Court. Sales Engineered and Closed in Bankruptcy Court. Notes. Chapter 14: Working with Lawyers. Legal Involvement from Day 1. The Lawyer's Distinct Role. ?Deal Makers? versus ?Deal Breakers?. Retaining the Right M&A Lawyer. The Legal ?Check-Up?. Collaborating with the Investment Banker. Drafting and Negotiating the Purchase Agreement. Effective versus Ineffective Lawyering. Managing the M&A Lawyer. Appendix 14A: Seller's Attorney Pre-Transaction Checklist. Note. Chapter 15: After the Sale Has Closed. Post-Closing Immediate Cooperation. Post-Closing Subsequent Matters. Post-Closing Subsequent Matters. Leveling the Playing Field. Notes. About the Author. Index.

About the Author :
MARK A. FILIPPELL is a co-founder and Managing Director at Western Reserve Partners, an M&A boutique. He has nearly thirty years of investment banking experience and has personally completed over 125 merger and acquisition transactions. Prior to co-founding Western Reserve Partners, he was the manager of the Mergers & Acquisitions Department at KeyBanc Capital Markets and McDonald Investments. His clients have included Eaton, Novar Electronics, Claymont Steel Holdings, Liqui-Box, General Electric, Computational Systems, Excel Mining Systems, and MascoTech.


Best Sellers


Product Details
  • ISBN-13: 9780470918609
  • Publisher: John Wiley & Sons Inc
  • Publisher Imprint: John Wiley & Sons Inc
  • Language: English
  • Series Title: 3 Wiley Professional Advisory Services
  • ISBN-10: 0470918608
  • Publisher Date: 09 Feb 2011
  • Binding: Digital (delivered electronically)
  • No of Pages: 336
  • Sub Title: Lessons from the Middle-Market Trenches


Similar Products

Add Photo
Add Photo

Customer Reviews

REVIEWS      0     
Click Here To Be The First to Review this Product
Mergers and Acquisitions Playbook: Lessons from the Middle-Market Trenches(3 Wiley Professional Advisory Services)
John Wiley & Sons Inc -
Mergers and Acquisitions Playbook: Lessons from the Middle-Market Trenches(3 Wiley Professional Advisory Services)
Writing guidlines
We want to publish your review, so please:
  • keep your review on the product. Review's that defame author's character will be rejected.
  • Keep your review focused on the product.
  • Avoid writing about customer service. contact us instead if you have issue requiring immediate attention.
  • Refrain from mentioning competitors or the specific price you paid for the product.
  • Do not include any personally identifiable information, such as full names.

Mergers and Acquisitions Playbook: Lessons from the Middle-Market Trenches(3 Wiley Professional Advisory Services)

Required fields are marked with *

Review Title*
Review
    Add Photo Add up to 6 photos
    Would you recommend this product to a friend?
    Tag this Book Read more
    Does your review contain spoilers?
    What type of reader best describes you?
    I agree to the terms & conditions
    You may receive emails regarding this submission. Any emails will include the ability to opt-out of future communications.

    CUSTOMER RATINGS AND REVIEWS AND QUESTIONS AND ANSWERS TERMS OF USE

    These Terms of Use govern your conduct associated with the Customer Ratings and Reviews and/or Questions and Answers service offered by Bookswagon (the "CRR Service").


    By submitting any content to Bookswagon, you guarantee that:
    • You are the sole author and owner of the intellectual property rights in the content;
    • All "moral rights" that you may have in such content have been voluntarily waived by you;
    • All content that you post is accurate;
    • You are at least 13 years old;
    • Use of the content you supply does not violate these Terms of Use and will not cause injury to any person or entity.
    You further agree that you may not submit any content:
    • That is known by you to be false, inaccurate or misleading;
    • That infringes any third party's copyright, patent, trademark, trade secret or other proprietary rights or rights of publicity or privacy;
    • That violates any law, statute, ordinance or regulation (including, but not limited to, those governing, consumer protection, unfair competition, anti-discrimination or false advertising);
    • That is, or may reasonably be considered to be, defamatory, libelous, hateful, racially or religiously biased or offensive, unlawfully threatening or unlawfully harassing to any individual, partnership or corporation;
    • For which you were compensated or granted any consideration by any unapproved third party;
    • That includes any information that references other websites, addresses, email addresses, contact information or phone numbers;
    • That contains any computer viruses, worms or other potentially damaging computer programs or files.
    You agree to indemnify and hold Bookswagon (and its officers, directors, agents, subsidiaries, joint ventures, employees and third-party service providers, including but not limited to Bazaarvoice, Inc.), harmless from all claims, demands, and damages (actual and consequential) of every kind and nature, known and unknown including reasonable attorneys' fees, arising out of a breach of your representations and warranties set forth above, or your violation of any law or the rights of a third party.


    For any content that you submit, you grant Bookswagon a perpetual, irrevocable, royalty-free, transferable right and license to use, copy, modify, delete in its entirety, adapt, publish, translate, create derivative works from and/or sell, transfer, and/or distribute such content and/or incorporate such content into any form, medium or technology throughout the world without compensation to you. Additionally,  Bookswagon may transfer or share any personal information that you submit with its third-party service providers, including but not limited to Bazaarvoice, Inc. in accordance with  Privacy Policy


    All content that you submit may be used at Bookswagon's sole discretion. Bookswagon reserves the right to change, condense, withhold publication, remove or delete any content on Bookswagon's website that Bookswagon deems, in its sole discretion, to violate the content guidelines or any other provision of these Terms of Use.  Bookswagon does not guarantee that you will have any recourse through Bookswagon to edit or delete any content you have submitted. Ratings and written comments are generally posted within two to four business days. However, Bookswagon reserves the right to remove or to refuse to post any submission to the extent authorized by law. You acknowledge that you, not Bookswagon, are responsible for the contents of your submission. None of the content that you submit shall be subject to any obligation of confidence on the part of Bookswagon, its agents, subsidiaries, affiliates, partners or third party service providers (including but not limited to Bazaarvoice, Inc.)and their respective directors, officers and employees.

    Accept

    New Arrivals


    Inspired by your browsing history


    Your review has been submitted!

    You've already reviewed this product!