In The Press

In The Press


LinkedIn_logo

IT Services Industry is Surfing an M&A Consolidation Wave, by Michael Schwerdtfeger, LinkedIn, March 22, 2016
Synopsis:  There is lots of M&A activity in the IT Services space.  Why now?


SaaSOptics

Do You Smell Smoke?  3 Ways SaaS Companies Torch Their Own Deals During M&A, by Michael Schwerdtfeger, SaaSOptics, March 13, 2016 Synopsis:  Don’t wait to plan for your transaction.  Put good financial systems in place, hire a good team, and don’t try to go it alone.


Channel Partners

Capital to Covenants: Common Deal Points in IT Service Company Transactions, by Cristian Anastasiu and Michael Schwerdtfeger, Channel Partners Online, January 14, 2016 Synopsis:  There is a consolidation wave sweeping over the IT Services landscape.  This, the last piece in a series, reviews common terms in IT Service company transactions.


Channel Partners

5 Critical Deal Points When Selling Your IT Service Company, by Cristian Anastasiu and Michael Schwerdtfeger, Channel Partners Online, December 31, 2015 Synopsis:  There is a consolidation wave sweeping over the IT Services landscape.  This, the fifth piece in a series, discusses the purchase price in IT Service company transactions.


Forbes_logo

Investing Lessons From Kobe Bryant: Better Too Soon Than Too Late, by Michael Schwerdtfeger, Forbes, December 2, 2015
Synopsis:  Kobe Bryant waited to long to leave the NBA. Business owners should make sure that they leave on the top, and not wait until they shoot airballs.


Channel Partners

5 Steps to Selling Your IT Services Company, by Cristian Anastasiu and Michael Schwerdtfeger, Channel Partners Online, November 11, 2015
Synopsis:  There is a consolidation wave sweeping over the IT Services landscape.  This, the fourth piece in a series, suggests a few ways to improve the value of your IT Services company.


EPN logo

The Inner Workings of a Deal: Tips for a Successful Transaction, Entrepreneur Podcast Network, November 3, 2015
Synopsis: Michael is a guest on this segment of the Entrepreneur Podcast Network talking about keys to selling your company.

 


Channel Partners

3 Ways to Increase the Value of Your IT Services Company, by Cristian Anastasiu and Michael Schwerdtfeger, Channel Partners Online, October 19, 2015
Synopsis:  There is a consolidation wave sweeping over the IT Services landscape.  This, the fourth piece in a series, suggests a few ways to improve the value of your IT Services company.


Iris.xys logo

Five Steps to Retire and Sell Your Business, by Michael Schwerdtfeger, Iris.xyz, September 30, 2015
Synopsis: 5 things you can do to help prepare yourself and your business for sale.

 


gobankingrates logo

10 Companies You Should Invest in Before 2016, GoBankingRates, September 10, 2015
Synopsis:  The author cites Michael Schwerdtfeger’s comments on Warren Buffett’s recent acquisition of Precision Castparts Corp.


LinkedIn_logo

Understanding M&A Deal Documents, by Michael Schwerdtfeger, LinkedIn, September 9, 2015
Synopsis:  Who drafts them?  What’s in them?  Key terms you’ll want to understand.


Trucker Radio logo

Selling Your Fleet or Buying One?, by Michael Schwerdtfeger, Trucker Radio News & Talk, September 4, 2015
Synopsis: Michael Schwerdtfeger guests with Stan Campbell talking about the ins and outs of selling trucking companies. 


Exit Coach

Podcast: Preventing Buyer’s (and Seller’s) Remorse, September 2, 2014
Synopsis: Michael Schwerdtfeger is interviewed by Exit Coach host, Bill Black and they discuss what creates Seller’s remorse and how to prevent it.

 

 

 


Manufacturing Talk Radio logo

“Close, Sell or Merge?” Baby Boomer Owners Prepare for Retirement, Manufacturing Talk Radio, September 1, 2015
Synopsis: Michael Schwerdtfeger joins hosts Tim Grady and Lew Weiss to outline the options available to retiring owners faced with decisions about closing, selling or merging their manufacturing business.


Iris.xys logo

Meeting Potential Business Buyers, by Michael Schwerdtfeger, Iris.xyz, September 1, 2015
Synopsis: A reprint of my prior LinkedIn post on setting up management meetings with potential acquirers.

 


LinkedIn_logo

Meeting Potential Business Buyers, by Michael Schwerdtfeger, LinkedIn, August 26, 2015
Synopsis:  My thoughts on setting up management meetings with potential acquirers.



Bloomberg Brief: Taylor Riggs on Mergers, August 17, 2015
Synopsis:  Bloomberg Reporter Taylor Riggs comments on the M&A market and current transactions.  Taylor cites Michael Schwerdtfeger.


Iris.xys logo

Should You Tell Your Staff of Your Plans to Sell?, by Michael Schwerdtfeger, Iris.xyz, August 12, 2015
Synopsis: A reprint of my prior LinkedIn post on the pros and cons of involving your employees in your plans for the sale of your company.


International Business Times

Google Alphabet Shakeup Makes Search Giant A ‘Venture Capital Firm In Warren Buffett’s Clothing’, August 12, 2015
Synopsis:  Michael Schwerdtfeger shares his thoughts on Google’s Alphabet announcement and the similarities and differences between Google and Berkshire Hathaway.

 

 

 


US News logo

Precision Castparts is Warren Buffett’s Biggest Bet, US News & World Report, August 11, 2015
Synopsis:  Michael Schwerdtfeger shares his thoughts on the biggest bet of Warren Buffett’s investment career.


Forbes_logo

Middle Market Companies Can Learn From Warren Buffett’s Elephant Deal to Acquire Precision Castparts, by Michael Schwerdtfeger, Forbes, August 11, 2015
Synopsis:  Warren Buffett fired his “elephant gun” at Precision Castparts.  Things middle market companies can learn from his shot.


Divestopedia logo

Preventing Seller’s Remorse in a Mid-Market Deal, by Michael Schwerdtfeger, Divestopedia, August 10, 2015
Synopsis:  Avoid seller’s remorse by educating yourself, setting realistic expectations, understanding the outcomes, and then pulling the trigger on your deal.


Iris.xys logo

Define Your Goals Before You Sell, by Michael Schwerdtfeger, Iris.xyz, August 4, 2015
Synopsis: A reprint of my prior LinkedIn post on planning for the eventual sale of your company.

 


LinkedIn_logo

Understanding Letters of Intent in the M&A Process, by Michael Schwerdtfeger, LinkedIn, July 28, 2015
Synopsis:  It is important to understand what Letters of Intent are and are not.  


Forbes_logo

Dish Network and T-Mobile Snag Points to External Deal Crushers, by Michael Schwerdtfeger, Forbes, July 26, 2015
Synopsis:  Dish Network/T-Mobile deal is potentially being hindered by external complications.  Middle market deals often suffer from a variety of external issues, including contracts, real estate, and customer influences.


Channel Partners

IT-as-a-Service: An Investor’s Perspective, by Cristian Anastasiu and Michael Schwerdtfeger, Channel Partners Online, July 22, 2015
Synopsis:  There is a consolidation wave sweeping over the IT Services landscape.  This, the third piece in a series, examines why IT-as-a-Service creates value for your enterprise and why investors value this business model.


VSR

Negotiating Your Way To Success: The Inner Workings of a Deal, by Angela Diffly, July 16, 2015
Synopsis:  A summary of Michael Schwerdtfeger’s presentation to VSR’s recent Business Optimization Summit.


LinkedIn_logo

Tax and Estate Preparation Before a Sale, by Michael Schwerdtfeger, LinkedIn, July 8, 2015
Synopsis:  Tips for proper planning in advance of your company’s liquidity event.  Get the right accounting, estate planning, and financial planning advisors on your team early.


Vintage logo

Webinar & Whitepaper: The Inner Workings of a Deal: Due diligence, the “docs”, and closing, by Michael Schwerdtfeger, Vintage, a Division of PR Newswire, July 7, 2015
Synopsis:  Final part of a three part webinar series, The Inner Workings of a Deal: Step-by-Step for Successful M&A Transactions.

 


Divestopedia logo

Confronting Yourself: The Emotional Journey of Selling Your Business, by Michael Schwerdtfeger, Divestopedia, July 2, 2015
Synopsis:  For many entrepreneurs, the hardest part of selling their business is wrestling with their own emotions. Here are some tips for successfully navigating a sale.


Iris.xys logo

How to Execute a Contract with an M&A Intermediary, by Michael Schwerdtfeger, Iris.xyz, June 30, 2015
Synopsis: A reprint of my prior LinkedIn post on issues to consider when you are ready to enter into a relationship with an intermediary.


LinkedIn_logo

Crossing the Finish Line of an M&A Deal, by Michael Schwerdtfeger, LinkedIn, June 24, 2015
Synopsis:  A few tips to make the closing go smoothly!


Forbes_logo

Tired of Buying Other Companies, PE Firms Now Look to Acquire Each Other, by Michael Schwerdtfeger, Forbes, June 16, 2015
Synopsis:  Ares Management is looking to acquire Kayne Anderson Capital Partners.  Is this the start of a trend?  What does it mean for the lower middle market?


LinkedIn_logo

Selling Your Business is a Numbers Game, by Michael Schwerdtfeger, LinkedIn, June 11, 2015
Synopsis:  Successfully selling your business means creating a market that is going to be of interest to a number of buyers.  But, finding the right one is a lot of work and you’ll kiss a few frogs along the way.


Channel Partners

5 Factors Accelerating the Consolidation Wave, by Cristian Anastasiu and Michael Schwerdtfeger, Channel Partners Online, June 2, 2015
Synopsis:  There is a consolidation wave sweeping over the IT Services landscape.  This, the second piece in a series, looks at the various factors accelerating the consolidation, including economic, technological, and demographic factors.


Bloomberg Brief: M&A Volumes Increase, June 1, 2015
Synopsis:  Bloomberg Reporter Taylor Riggs comments on the M&A market.  Taylor cites Michael Schwerdtfeger several times for information on the Middle Market.


LinkedIn_logo

How to Execute a Contract with and M&A Intermediary, by Michael Schwerdtfeger, LinkedIn, May 27, 2015
Synopsis:  Issues to consider when you are ready to enter into a relationship with an intermediary.

 


Vintage logo

Webinar & Whitepaper: The Inner Workings of a Deal: Marketing your business, early discussions and deeper dives, by Michael Schwerdtfeger, Vintage, a Division of PR Newswire, May 27, 2015
Synopsis:  Part two of a three part webinar series, The Inner Workings of a Deal: Step-by-Step for Successful M&A Transactions.

 


LinkedIn_logo

Define Your Goals Before You Sell, by Michael Schwerdtfeger, LinkedIn, May 14, 2015
Synopsis:  Before you start thinking through a transaction, it is important to evaluate your own goals and what you want to achieve.  These will determine how you approach the transaction.


Forbes_logo

Private Equity Is Shaping The Future Of The NBA, by Michael Schwerdtfeger, Forbes, May 12, 2015
Synopsis:  More and more NBA teams are being acquired by private equity related ownership groups.  Is this good or bad for the NBA?


VSR

How To Find a Buyer For Your Business:  by Michael Schwerdtfeger, May 11, 2015
Synopsis:  What sort of buyers should you be looking for? How do you market to them?

 


VSR

VSR’s 2015 Business Optimization Summit – West:  Keynote Address – The Inner Workings of a Deal: Tips for Successful Transactions, Michael Schwerdtfeger, May 8, 2015
Synopsis:  Michael Schwerdtfeger provided the second day keynote address at this conference.


LinkedIn_logo

Preparing a Marketing Book (or CIM) For Selling Your Business, by Michael Schwerdtfeger, LinkedIn, April 28, 2015
Synopsis:  How to tell your story to potential investors.


Vintage logo

Webinar & Whitepaper: The Inner Workings of a Deal: Goals, preparation, and hiring an intermediary, by Michael Schwerdtfeger, Vintage, a Division of PR Newswire
Synopsis:  Part one of a three part webinar series, The Inner Workings of a Deal: Step-by-Step for Successful M&A Transactions.

 


Channel Partners

IT Services Industry Surfing M&A Consolidation Wave, by Cristian Anastasiu and Michael Schwerdtfeger, Channel Partners Online, April 23, 2015
Synopsis:  There is a consolidation wave sweeping over the IT Services landscape.  This, the first in a series of articles, examines why the wave is occurring.


LinkedIn_logo

Surviving Due Diligence in the Deal Process, by Michael Schwerdtfeger, LinkedIn, April 14, 2015
Synopsis:  Getting through due diligence in your M&A transaction.


Price of Business

What is the difference and needs of Mid Market – Michael Schwerdtfeger, April 1, 2015
Synopsis:  Michael Schwerdtfeger guests on The Price of Business discussing the needs of the Middle Market.


LinkedIn_logo

How to Interact with Prospective Purchasers of Your Business, by Michael Schwerdtfeger, LinkedIn, April 1, 2015
Synopsis:  Thinking about the early stages of discussions with potential buyers of your business.


Forbes_logo

Heinz Kraft Deal: Learning About “Greedy” Cost Cutting From 3G, Warren Buffet And Gordon Gekko, by Michael Schwerdtfeger, Forbes, March 31, 2015
Synopsis: Deutsche Bank is comparing Warren Buffet to Gordon Gekko in connection with 3G and Berkshire Hathaway’s proposed purchase of Kraft.  Middle market business owners should learn from transactions like this.  Remember, “Greed is good.”


CNNMoney_logo

M&A Webinar Series Presented by Vintage: Step-By-Step Instructions for Successful Transactions, March 31, 2015
Synopsis: Vintage, the capital markets, corporate services and institutional & fund services division of PR Newswire, is pleased to present this new educational webinar series: The Inner Workings of a Deal, based on Michael Schwerdtfeger’s eBook.


LinkedIn_logo

Choosing the Right M&A Intermediary, by Michael Schwerdtfeger, LinkedIn, March 18, 2015
Synopsis:  Should you hire a Business Broker, M&A Advisor, or Investment Banker for your transaction?


Forbes_logo

Should Entrepreneurs Follow Google and Facebook In Their Land Rush?, by Michael Schwerdtfeger, Forbes, March 5, 2015
Synopsis: Google, Facebook, and others are snapping up available real estate.  Should middle market entrepreneurs follow suit?  Advice on whether to buy and how to own.


Firmex logo

How to Find an M&A Adviser Without a Conflict of Interest, by Michael Schwerdtfeger, Firmex Blog, March 5, 2015
Synopsis: The best way to avoid a conflict of interest with an M&A adviser is to make sure everyone’s incentives are aligned.


LinkedIn_logo

Should You Tell Your Staff About Your Plans to Sell?, by Michael Schwerdtfeger, LinkedIn, March 4, 2015
Synopsis:  Whether you tell your staff about your plans to sell your company significantly depends on the type of transaction you are looking to complete.  You might need to call on some of your senior staff for help, but change often creates discomfort.  


Counselor

How to Attract Investors: Private Equity Firms Have Plenty of Capital To Spend in 2015, Counselor Magazine, March 1, 2015
Michael Schwerdtfeger comments on how to get the best result from Private Equity Investment.


LinkedIn_logo

Why Hire an Intermediary to Sell Your Business?, by Michael Schwerdtfeger, LinkedIn, February 18, 2015
Synopsis: Middle market M&A deals are difficult to complete.  Additionally, they take a huge time commitment – time that is better spent continuing to oversee your company’s profitability.


Merger Market logo

Deal Drivers America 2014 Full-Year Edition, page 54 

Michael Schwerdtfeger comments on the state of 2014 middle market merger environment.

 


Forbes_logo

Pfizer And Identifying Good Reasons to Make Acquisitions, by Michael Schwerdtfeger, Forbes, February 10, 2015
Synopsis: Pfizer has historically been unsuccessful creating value out of acquisitions.  Why will its latest acquisition be different?  What are good reasons for making acquisitions?


LinkedIn_logo

How to Find a Buyer for Your Business, by Michael Schwerdtfeger, LinkedIn, February 4, 2015
Synopsis: What sort of buyers should you be looking for?  How do you market to them?


Axial logo

Expect the Unexpected: How to Prepare for a Transaction:  Axial Forum, by Michael Schwerdtfeger, February 3, 2015
Synopsis:  In most cases, middle market business owners and entrepreneurs only go through the mergers and acquisitions process once in a lifetime.  Here are three issues business owners should unquestionably address before entering into the deal process.


Yahoo Finance

ETFs To Tap Into Greater M&A Activity, ETF Trends.com Daily, January 28, 2015
Synopsis: Michael Schwerdtfeger’s comments on the state of the M&A market.


ETF Trends

ETFs To Tap Into Greater M&A Activity, ETF Trends.com Daily, January 28, 2015
Synopsis: Michael Schwerdtfeger’s comments on the state of the M&A market.


IBD logo

How Will M&A ETFs Perform in 2015? Many Deals Lined Up, Investors.com Powered by Investor’s Business Daily, January 26, 2015
Synopsis: Michael Schwerdtfeger’s comments on the state of the M&A market.

 


LinkedIn_logo

Institutionalize Your Business Before You Sell It, by Michael Schwerdtfeger, LinkedIn, January 20, 2015
Synopsis: Buyers value sustainable businesses.  Here are some things you can do to make your business more attractive.


Manufacturing.net logo

Assembling Value: Why Streamlining Your Business Will Boost Its Worth, by Michael Schwerdtfeger, Manufacturing.net, January 15, 2015
Synopsis: Increasing the value to you of your manufacturing business.


Forbes_logo

Will 2015 Be Another Great Year for M&A?, by Michael Schwerdtfeger, Forbes, January 13, 2015
Synopsis: Ongoing market dynamics suggest that 2015 will be just as prolific a year for middle market deals as 2014 was. 


LinkedIn_logo

What is a Deal?, by Michael Schwerdtfeger, LinkedIn, January 7, 2015
Synopsis: Understand what you are trying to accomplish before you set out looking to sell your company.


Transport Topics logo

Reasons Nobody Wants to Buy Your Company,  by Michael Schwerdtfeger, Transport Topics, January 5, 2015
Synopsis: Now is a great time to sell a trucking business.  But, companies need to look at how they can make themselves most valuable to a potential acquirer and remedy any shortfalls in their business operations.


mmx_logo

The Inner Workings of a Deal: Closing and Post-Closing,  by Michael Schwerdtfeger, Middle Market Executive, December 9, 2014
Synopsis: The final installment in a series: The deal is done!


LinkedIn_logo

Preparing for Business Disputes, by Michael Schwerdtfeger, LinkedIn, December 1, 2014
Synopsis: Business owners should plan for possible disputes by evaluating the utility of a Buy-Sell Agreement.


Axial logo

What are Deal Professionals Most Thankful for in 2014?,  Axial Forum, November 25, 2014
“I am most thankful for my professional colleagues. The synergy from our collective efforts helps me get my clients’ deals over the finish line.  The deal lawyers, accountants, and financial advisors I work with arm my clients with incredible advice, providing comfort in knowing that they are making good decisions during an emotionally strained time.” Michael Schwerdtfeger


Bloomberg Businessweek

Michael Schwerdtfeger Releases Free eBook “The Inner Workings of a Deal: Tips for a Successful Transaction“, Bloomberg Businessweek, November 18, 2014
Synopsis: Announcement of new eBook.

 


LinkedIn_logo

Knowing Your Financial Metrics Can Increase Your Company’s Value, by Michael Schwerdtfeger, LinkedIn, November 18, 2014
Synopsis: Your P&L says that you are making money — but, do you know precisely where that profit comes from?  Understanding your company at this level of detail and being able to convey the information to buyers can make your company significantly more attractive to them, which will ultimately increase your company’s value.


Forbes_logo

DreamWorks: Too Greedy For A Deal?, by Michael Schwerdtfeger, Forbes, November 17, 2014
Synopsis: The DreamWorks/Hasbro merger ends before it begins.  Is Jeffrey Katzenberg’s overreach to blame?

 


mmx_logo

The Inner Workings of a Deal: The Paper Chase & Deal Documents,  by Michael Schwerdtfeger, Middle Market Executive, November 3, 2014
Synopsis: The eighth installment in a series: The home stretch – getting the deal documented.


Exit Coach

Podcast: 10/8 Exit Coach Radio Show: Schwerdtfeger, Bjelland, Siecinski and Dade, October 8, 2014
Synopsis: Michael Schwerdtfeger is interviewed by Exit Coach host, Bill Black.  Listen to it here:


Forbes_logo

Will The 2014 Election Bring Sanity To Middle Market M&A?, by Michael Schwerdtfeger, Forbes, November 3, 2014
Synopsis: Hopefully, the 2014 midterms will reduce the gridlock in Washington and free up action on some laws that would benefit the middle market and M&A transactions.


LinkedIn_logo

Trick or Treat? Why Selling Your Company Doesn’t Have to Be Scary!, by Michael Schwerdtfeger, LinkedIn, October 27, 2014
Synopsis: Getting answers to your questions early can really reduce the anxiety associated with selling your company.


mmx_logo

The Inner Workings of a Deal: Due Diligence,  by Michael Schwerdtfeger, Middle Market Executive, October 15, 2014
Synopsis: The seventh installment in a series: surviving everyone’s least favorite part of a transaction – due diligence.


Forbes_logo

5 Things To Consider When Selling Your Business For Retirement, by Michael Schwerdtfeger, Forbes, October 1, 2014
Synopsis: Act early and forcefully to plan for the sale of your business.  Starting late will inevitably leave money on the table.


LinkedIn_logo

FAQs on Selling Your Business, by Michael Schwerdtfeger, LinkedIn, September 29, 2014
Synopsis: Answers to questions I frequently get asked about selling a business.


Fox_Business_logo

Why You Need a Small Business Exit Plan, Fox Business Small Business Center, September 24, 2014
“‘People have to think through the sale process and realize it isn’t a matter of throwing someone the keys and walking away,’ says Schwerdtfeger. ‘In order for business owners to get the maximum they need to be able to transfer a valuable asset to the buyer.'”


mmx_logo

The Inner Workings of a Deal: Management Meetings, Deeper Dives, and Letters of Intent,  by Michael Schwerdtfeger, Middle Market Executive, September 22, 2014
Synopsis: The sixth installment in a series: deeper discussions with potential buyers, and entering into a letter of intent.


msnbc_logo

Selling Your Business the Smart Way, MSNBC Your Business with JJ Ramberg, September 21, 2014
Synopsis:  Michael Schwerdtfeger, managing director at Chapman Associates, tells us why you should start planning for the inevitable long before you’re ready to get out.


Forbes_logo

Microsoft to Buy Minecraft?  Are We in an M&A Bubble?  by Michael Schwerdtfeger, Forbes, September 15, 2014
Synopsis: Microsoft is rumored to be spending $2.5 billion to buy Minecraft, the pixelated lego-like game.  Are we in an M&A bubble?  What should middle market business owners do?


mmx_logo

The Inner Workings of a Deal: Early Discussions and Indications of Interest:  by Michael Schwerdtfeger, Middle Market Executive, September 5, 2014
Synopsis: The fifth installment in a series: what to expect from early communications with buyers.


Forbes_logo

Dollar Store Duel Shows Terms Don’t Matter If The Deal Falls Through, by Michael Schwerdtfeger, Forbes, August 26, 2014
Synopsis: Family Dollar rejected Dollar General’s higher bid for the company, claiming that the higher value deal was unlikely to close.  Middle market companies can learn from Family Dollar’s rationale.


BB_logo

Podcast: Five Steps to Retire and Sell Your Business: Interview of Michael Schwerdtfeger, BloomerBoomer.com, August 18, 2014
Synopsis: A podcast containing planning tips for the sale of your business.  Listen to it here:

Alternatively, read the transcript.


mmx_logo

The Inner Workings of a Deal: Marketing Your Company by Michael Schwerdtfeger, Middle Market Executive, August 12, 2014
Synopsis: The fourth installment in a series: preparing for an M&A transaction.


Financial Advisor Logo

Save Clients From Business Blunders, Financial Advisor IQ, August 6, 2014
Michael Schwerdtfeger cited on how financial advisors can assist their clients in making good decisions on buying or selling businesses.


Forbes_logo

The T-Mobile Sweepstakes: Iliad vs. Sprint – Competition Creates Value For Business Owners, by Michael Schwerdtfeger, Forbes, August 5, 2014
Synopsis: The battle between Iliad and Sprint for T-Mobile demonstrates that competition creates value for the company being acquired.  This competition can be created in the middle market.


Axial logo

Revenue Recognition: Troublesome, Arcane, and a Convicted Deal Killer, by Michael Schwerdtfeger, Axial Forum, July 30, 2014
Deals die for a variety of reasons, but the most frustrating are the ones that are entirely preventable.  One such example is the application of an appropriate revenue recognition policy.


BB_logo

5 Things to Consider if You Plan to Retire From and Sell Your Business in 5 Years by Michael Schwerdtfeger, BloomerBoomer.com, July 16, 2014
Synopsis: Most of these items are things you can do relatively easily over five years, but are virtually impossible to do when a sale is imminent. But, many business owners miss out on a significant portion of value because they don’t take the time to plan when they can. 


Forbes_logo

Tesla, Apple, and Why Focus Wins The Day, by Michael Schwerdtfeger, Forbes, July 16, 2014
Synopsis: Apple is considering the acquisition of Tesla: a case study for retaining focus in the middle market. 


mmx_logo

The Inner Workings of a Deal: When It’s Time to Hire an Intermediary by Michael Schwerdtfeger, Middle Market Executive, July 8, 2014
Synopsis: The third installment in a series: preparing for an M&A transaction.


mmx_logo

The ‘Buy and Build’ Strategy – Spotlight On A Modern Day Private Equity Trend by Michael Schwerdtfeger, Forbes, June 25, 2014
Synopsis: A recent acquisition by BelHealth Investment Partners spotlights Private Equity’s implementation of the Buy and Build Strategy


Axial logo

14 Must Read Quotes from 1H 2014, Axial Forum, June 17, 2014
“We’re seeing a lot of interest at the $3-$4 million EBITDA level from very large, established firms — both as investments and as add-ons. Firms that are significantly larger with very strong reputations are going down into that space. Anecdotally, every time we go out with a transaction, we run into several new firms. A lot of these firms were founded in 2012 or 2013 or raised their first fund within the last 18 months. There is just a lot more competition in the space causing firms to look in all areas of the market.”  Michael Schwerdtfeger.


mmx_logo

Preparing for a Deal: What to Expect When You’re Expecting by Michael Schwerdtfeger, Middle Market Executive, June 9, 2014
Synopsis: The second installment in a series: preparing for an M&A transaction.


mmx_logo

The Sterlings, The Clippers And Lessons About Having Business Partners by Michael Schwerdtfeger, Forbes, June 3, 2014
Synopsis: Learn lessons on preparing for disputes with business partners from the circus that is Donald and Shelly Sterling and the Clippers. 


mmx_logo

Pfizer and Toyota:  Corporate Villains or Inspirations for Middle Market Deals? by Michael Schwerdtfeger, Forbes, May 21, 2014
Synopsis:  Do corporate moves deserve the negative press they get or should they provide guidance for savvy middle market entrepreneurs?


mmx_logo

The Inner Workings of a Deal: Tips for a Successful Transaction by Michael Schwerdtfeger, Middle Market Executive, May 12, 2014
Synopsis: The first installment in a new monthly series examining the inner workings of a middle market M&A transaction.


mmx_logo

Facebook’s Shopping Spree is Sending Ripples Through the Middle Market by Michael Schwerdtfeger, Forbes, May 2, 2014
Synopsis:  Facebook’s purchases of WhatsApp and Oculus VR at extreme multiples will likely impact the valuation expectations of middle market company owners.  


mmx_logo

Why Build Expertise When You Can Buy It? Lockheed Martin Looks To The Lower Middle Market For Growth by Michael Schwerdtfeger, Forbes, April 17, 2014
Synopsis:  Lockheed Martin’s acquisition of Industrial Defender should be a guide for middle market companies looking for a long or short term exit play.  


mmx_logo

Increasing Your Company’s Value by Streamlining the Black Box by Michael Schwerdtfeger, Middle Market Executive, April 14, 2014
Synopsis:  Your company’s balance sheet is strong; it shows plenty of assets. Could this strength be causing you to leave money on the table both before and during a transaction? 


pl_final_logo

In M&A, the Big Spend returns April 14, 2014
“I think I’ve seen more excitement from financial players than I have seen in several years,” said Chapman Associates managing director Michael Schwerdtfeger. “We’re amazed that every time we go out with a transaction how many more players there are out there. I think everybody seems more confident now than last year.”


mmx_logo

Knowing Your Financial Metrics Can Increase Your Company’s Value to Buyers (and Make it Easier to Manage Along the Way) by Michael Schwerdtfeger, Middle Market Executive, March 10, 2014
Synopsis:  Your P&L says that you are making money — but, do you know precisely where that profit comes from?  Understanding your company at this level of detail and being able to convey the information to buyers can make your company significantly more attractive to them, which will ultimately increase your company’s value.


Axial logo

4 Trends Impacting Dealflow Quality and Price, Axial M&A Blog, March 6, 2014
“I have definitely seen the trend of bigger firms moving downmarket. . . . We’re seeing a lot of interest at the $3-$4 million EBITDA level from very large, established firms — both as investments and as add-ons.  Firms that are significantly larger with very strong reputations are going down into that space. . . . Anecdotally, every time we go out with a transaction, we run into several new firms. . . . A lot of these firms were founded in 2012 or 2013 or raised their first fund within the last 18 months. There is just a lot more competition in the space causing firms to look in all areas of the market.” Michael Schwerdtfeger, Managing Director.


mmx_logo

M&A Engine Revs Up as Economic Optimism Whets Middle Market’s Appetite for Growth, Middle Market Executive, February 2014
“We’re seeing a lot of momentum and a lot of people looking to do transactions this year.  We’re right now talking to a company in the healthcare sector that is looking to branch out, and there is just a lot of excitement around the space.” Michael Schwerdtfeger, Managing Director


PRWeb

Chapman Associates Acquisition Announcement: IT Services
Chapman Associates, a leading middle-market IT Mergers & Acquisition, announced the sale of infrastructureWORKS (i-Works) to ITsavvy, one of the fastest growing providers of integrated IT products and solutions in the U.S.


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EPES Logistics Services, Inc. Announces Another Acquisition
Chapman Associates, a leading middle market Mergers & Acquisition firm with focus on transportation and other sectors, exclusively represented Freight Shakers USA, Inc. in the strategic acquisition by EPES Logistics Services, Inc.


PRWeb

Chapman Associates Announced the Sale of Big Data Technology Firm
Chapman Associates, a leading middle-market IT Mergers & Acquisition, announced the sale of multinational Big Data technology firm Yuxi.


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Chapman Associates Announced Strategic Investment in Raymond Express International by H.I.G. Capital
Chapman Associates, a leading middle market Mergers & Acquisition firm with focus on transportation and other sectors, announced the strategic investment in Raymond Express International by H.I.G. Capital.


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Chapman Associates announced the sale of G3 Technology Partners to ConvergeOne
Chapman Associates, a leading middle market Mergers & Acquisitions firm with focus on IT and other sectors, announced the sale of IT Services company G3 Technology Partners to ConvergeOne.