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Insights

When Selling Your Business: A Failure to Plan is a Plan For Failure

Navigating the complexities of selling your business is daunting, especially for those exploring their ‘once in a lifetime’ transaction. If you are considering a transaction in 2024, start preparing now, before the ball drops on New Year’s Eve. According to a 2023 UBS Investor Watch, which included interviews from business owners who are contemplating a...
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Building Your M&A Team – Investment Banker For Your M&A Transaction – Part 4

If you are going to sell your business only once, do it right the first time!  Owners cannot do it alone, so it is essential to assemble a collaborative team of M&A experts to guide you and your company through the lengthy and complex process of selling your business.     M&A Experts: The Core...
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Insights in Sixty Seconds: Building Your M&A Team – Wealth Management Advisors – Part 3

If you are going to sell your business only once, do it right the first time!  Owners cannot do it alone, so it is essential to assemble a collaborative team of M&A experts to guide you and your company through the lengthy and complex process of selling your business.     M&A Experts: The Core Four...
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HVAC and M&A Report: Industry Trends and Summer Outlook 2023

Click here to view complete PDF of our HVAC Sector Industry Trends and M&A Outlook Report – Summer 2023 PDF HVAC and M&A Report: Industry Trends The HARDI trade association recently released its mid-year TRENDS outlook discussing industry trends and analysis through June 2023.  ‍The TRENDS series is based on data HARDI distributor members provide voluntarily, leading to a more...
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The Core Four of Building Your M&A Advisory Team: Accounting Experts – Part 2

If you are going to sell your business only once, do it right the first time!  Owners cannot do it alone, so it is essential to assemble a collaborative team of M&A experts to guide you and your company through the lengthy and complex process of selling your business.     M&A Experts: The Core Four...
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The Core Four – Building Your M&A Advisory Team: Legal Counsel – Part 1

CMG Insights in Sixty Seconds: Building Your M&A Advisory Team: Legal Counsel (Part 1 of 4) ‍ If you are going to sell your business only once, do it right the first time! Owners cannot do it alone, so it is essential to assemble a collaborative team of M&A experts to guide you and your company...
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CMG M&A Advisor Insights from Recent Manufacturing Transactions

Over more than 35 years, CMG has represented hundreds of family-held and founder-led manufacturing businesses as they explore their ‘once in a lifetime’ capital merger & acquisition transactions.  As you may know, our team at CMG recently represented Gem Manufacturing and the multiple family shareholders in their recent transaction with the private equity firm Core Industrial...
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AHR Expo 2023 Recap & Takeaways: HVAC Trends & Outlook

Carter Morse & Goodrich made our annual trip to the AHR (Air-conditioning, Heating & Refrigeration) Expo in Atlanta a few weeks ago to see the latest trends in HVAC and meet with executives, thought leaders and business owners at the forefront of the industry. As one of the preeminent trade shows for the HVAC industry, the...
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The Dreaded “Re-Trade”: Best Practices to Avoid Them

In the M&A world, there are few terms as dreaded as the “Re-Trade”.  The continued market uncertainty, coupled with increased buyer scrutiny and diligence, likely increases the possibility of ‘re-trades’ for the coming year. However, proactive business owners can mitigate this risk. Re-trade: But I have an agreement! The most critical stage of any M&A...
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Mid-Market PE in 3Q Sees Valuations Surge in Softening Economy

Republished from GF Data an ACG Company ‍“Risk Off” is the name of the game for mid-market private equity professionals, according to GF Data’s November report. The third quarter saw a marked surge in valuations accompanied by substantial increases in equity contributions and cost of capital due to a slowing economy and successive interest-rate increases. GF Data’s...
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