AJ Chambers ®’s Post

BetaFin Partners recently worked on the buy-side Financial Due Diligence in a recent deal in the education space - deal value undisclosed in the public domain If we conduct the Financial Due Diligence diligently, it is amazing how much value we can add to the client Consequent to our findings dossier, the adjustment to deal value ( to be kept in abeyance till the outcomes were decided by external events e.g. order by ITAT) were impactful. They were > 2% of the deal and 150X our fee Normally if you look at the FDD for M&A landscape, it is dominated by the Big 6 - normally investors want the brand assurance , but boutique firms have their own space under the sun If you can give a client 150X multiplier on your fee, it is absolutely fulfiling and repeat business comes relatively easier #duediligence #M&A

(Semi-) Controversial opinion here. Christmas starts in mid-November - fact! Despite this, I would argue Q4 represents a massive business development opportunity for sales teams and advisory firms alike. The reason being.... 🚀 VCs firms tend to accelerate deal-making during this period. £5.92 billion was invested in Q4 2023, the highest in the year 🚀 - For sales teams, this means more cash to invest in future growth + fewer budget objections - For CF and Law Firms, this means more companies receiving their first institutional round (drop me a message if you want a few tips on who we think are on track for their first raise 👀 ) For more context check out Beauhurst's recent blog in the comments

Earn-outs can be pivotal, bridging valuation gaps and helping to finalize complex M&A deals. However, their intricacies can lead to significant post-M&A disputes. Our recent article delves into the various types of earn-outs, their benefits and the challenges they present. Gain insights on how to navigate these complexities and avoid common pitfalls: http://ms.spr.ly/6046WYjUn

The 2024 State of M&A Conference is happening tomorrow (April 25th 📆) and it’s gearing up to be our most action-packed one yet! Join Christopher Lerario and Aaron Boettcher, MBA, CPA as they dive into "Structuring the Transaction: Impact on Value & Taxes." Gain insights into crucial aspects of M&A transactions, including tax considerations and factors affecting net proceeds for both buyers and sellers. Don't miss out on key takeaways to maximize your deal's value! Register today and save your spot. https://lnkd.in/g7DauEij #mergersandacquisitions #investmentbanking #businessowner Hawkins Ash CPAs DealCoach

We thought you might be interested in our recent interview with Will Pearce from Davis Polk & Wardwell LLP who is chairing our M&A Summit which is taking place at 22 Duchess Mews – Cavendish Venues, on 21 October. The interview touches on some of the themes which will be discussed at the Summit including:  ➡️ Optimism has returned to the market following an improvement in macro-economic conditions after a long fallow period for M&A activity ➡️ The value of deals is on the rise notwithstanding foreign conflicts and tighter regulation of FDI. Deal volume is much more focussed on US/Europe (primarily from the US to Europe) rather than Asia ➡️ The role of private equity – funds need to recycle large numbers of portfolio companies, while, at the same time, having significant quantities of dry powder ➡️ Falling inflation improving the cost of capital and accessible sources of finance from alternative lenders ➡️ The extent to which the capital markets reforms have altered the perception of public listing. The trend for public to private seems to be continuing despite the regulators’ efforts. ➡️ Private equity is becoming more comfortable dealing with public companies and the Takeover Code ➡️ The changes to the Listing Rules should benefit M&A activity but whether they will fix the IPO market remains to be seen Watch the interview in full: https://lnkd.in/eEJquKHJ ✨ Sponsored by Davis Polk & Wardwell LLP✨ #MergersAndAcquisitions #CapitalMarkets #ListingRules

I read an article the other day that 49% of financial advisors that have done a M&A deal are dissatisfied with their merger. (FA Magazine) Thats a pretty large number! In my opinion, this is due to focusing on the maximum dollar they can get for their practice and not the fit. Just like when looking for a Broker Dealer, this can lead to disaster! Most M&A brokers will send out a financial picture of your practice, and shop for the highest deals, then leave it up to you to explore fit. I do things differently. I do a deep dive into your business, how it runs, what your goals are, and focus on the right fit FIRST. Using this method helps advisors find the most long term happiness. By the way, a good philosophical fit, typically leads to the most money for your practice as well. If you are looking to sell of have any questions about the process, please reach out! #bridgemarkstrategies #financialservices #firmtransitions

🎯 We help individuals, organizations, and their professional advisors by providing credible valuations and practical guidance. We also strive to spread awareness and educate our followers on some of the less-understood or misunderstood nuances concerning valuations. By enhancing the accessibility of technical knowledge and promoting respectful dialogue on complex issues, we hope to encourage sound decision-making that maximizes value for our diverse communities and their unique needs. 📚🧠👂👀🗣💓👥 If our posts resonate with you, we invite you to consider: ➕ following our page 👍 liking, commenting or sharing our posts 🤝 referring us to someone in your network who may benefit from our services 📱📧 contacting us for a confidential conversation to discuss your circumstances #valuationsimplified #valuations #consulting #appraisals #business #entreprenuership #realestate #duediligence #forensicvaluations #forensicaccounting #litigationsupport #cre #smes #calgary #brampton #toronto #yycbusiness #gtabusiness

It was great to work with Floyd Plettenberg and Tariq Mooseajee at Dealsuite.com and contribute to the latest European Private Equity Monitor. With so much dry powder remaining available and ready for deployment it is intriguing to gauge and report on activity levels and anticipation of what 2025 is likely to bring. From a UK perspective the Azets deal teams are expecting a pick up in activity following what have been often subdued periods - with obvious linkage to political uncertainty and then the consequent changes (and subsequent fiscal/tax change). With the benefit of clarity and certainty we are already seeing more movement, with many of our clients lining up for a range of private equity led transactions. Give the report a look - some great content and food for thought. #privateequity #corporatefinance #mergersandacquisitions #deals

Earn-outs can be pivotal, bridging valuation gaps and helping to finalize complex M&A deals. However, their intricacies can lead to significant post-M&A disputes. Kroll's recent article delves into the various types of earn-outs, their benefits and the challenges they present. Gain insights on how to navigate these complexities and avoid common pitfalls: http://ms.spr.ly/6049WS4Lb

Earn-outs can be pivotal, bridging valuation gaps and helping to finalize complex M&A deals. However, their intricacies can lead to significant post-M&A disputes. Kroll's recent article delves into the various types of earn-outs, their benefits and the challenges they present. Gain insights on how to navigate these complexities and avoid common pitfalls: http://ms.spr.ly/6048Ws0sy