The difference between mergers and acquisitionsFor the first installment of our M&A 101 series, we talked to legal experts Andy Shawber and Laura Harper about the key distinctions between mergers and other types of acquisitions, and how those differences affect both buyers and sellers. Shawber and Harper are partners at Summit Law Group in Seattle, where they concentrate on corporate and securities law.
What investment bankers do in mergers and acquisitionsIn the second installment, we talked to investment banker Giovanna Burns about the many roles I-banks play in transactions, as well as what business owners most commonly overlook when it comes to selling their companies. Burns, a VP with Seattle's Meridian Capital, has provided advisory services to middle-market companies on buy-side and sell-side engagements, IPOs, debt issuances and growth equity raises.
What antitrust law means for mergers and acquisitionsFor the third installment, we caught up with antitrust lawyer Paul Jin to learn more about why vertical mergers have come under greater scrutiny of late, what business practices can come up during a review of an M&A deal and how market concentration is calculated. Jin is a partner in Goodwin's Antitrust + Competition in Washington DC, where his practice focuses on assessing transaction-related antitrust risk and negotiating terms of agreements.
The role of due diligence in mergers and acquisitionsWith our most recent installment, we spoke with M&A advisor Brett Dearing to tackle the basics of due diligence, including its significance to both buyers and sellers, its timing in the M&A process and the role played by data rooms in housing financial documents and business plans. Dearing is a senior director at BNY Mellon Wealth Management, where his areas of focus include platform preparation, contingency planning and succession planning.
How to achieve sound valuations in mergers and acquisitionsWarren Buffett once said that price is what you pay, and value is what you get. For the final installment of PitchBook's M&A 101 series, we get to the bottom of the valuations process with Stephen J. Goldberg and Thomas Theurkauf. Goldberg is the founder and managing partner of Sun Mergers & Acquisitions and Sun Business Valuations, both New Jersey-based firms that handle the sale, merger and valuation of privately held, mid-market companies, while Theurkauf is a senior valuation associate at Sun and a Certified Valuation Analyst.
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