Double standards apply for Middle Market M&A deals…valuation, process, financing

Nobody wants to be on the short end of a Double Standard in middle market M&A or financing.  Here’s how to navigate to your advantage.

The reality of these choppy market conditions exposes most evidently the double standards that do exist and that cost many owners dearly in time, money and peace of mind.

Your knowing the ropes and appreciating the nuances in discussions makes a tremendous difference in how you are treated and what you can accomplish.

Generally, owners of independent private companies have not had to suffer the scrutiny of knowledgeable professional investors. It raises the bar significantly. 

It makes sense that responsible regulars have an easier time getting what they need by presenting opportunities in formats and structures aligned with the expectations of buyers, investors, lenders and any other approval requirements.

The deal ecosystem has an express lane for pros. It’s not just because of who represents them. A very important further filter is the mindset of your most senior management and ownership regarding what you are setting out to do.

What the pros know is how to get to yes. That varies by situation but has similarities across the board. We think it best to anticipate and address your situation as the proposed deal is being presented. 

We can help in many ways as we have many times.

If you’re interested in our insight on the Double Standards just give me a call at 215-805-2093.

Patrick Hurley - MidMarket
phurley@mmadvisors.com