by Brian Berglund | Nov 25, 2025 | News & Insights
In M&A, there’s often a disconnect between what a business is today and what it could be tomorrow. Owners see years of investment in people, systems, and strategy that haven’t fully shown up in the numbers. Buyers see the same company through a different lens:...
by Brian Berglund | Nov 5, 2025 | News & Insights
When it’s time to sell your business, one of the biggest decisions you’ll make is how to structure the sale – whether to sell your stock (equity) or the assets of the business. Buyers think in terms of taxes, liabilities, and continuity. Sellers think about...
by Brian Berglund | Oct 28, 2025 | News & Insights
In middle-market M&A, the treatment of debt is often one of the most critical yet misunderstood aspects of transaction structuring. While enterprise value determines the gross consideration, how debt and debt-like items are defined and settled can materially...
by Brian Berglund | Oct 21, 2025 | Blog, News & Insights
Valuing a middle-market company is often more art than science. Unlike large-cap transactions, where abundant data and market comparables simplify the process, middle-market valuations come with nuances that require careful judgment. Yet, many investors and business...
by Brian Berglund | Oct 14, 2025 | News & Insights
Confidential Information Memorandum (CIM): Critical Component of the M&A Process In the fast-paced world of mergers and acquisitions (M&A), sellers often find themselves navigating a complex landscape filled with potential buyers, ranging from strategic...
