Walden M&A is pleased to announce the addition of Samantha Jones as a Principal, adding a distinct perspective to our M&A advisory services. She brings a combined experience as both a business seller and corporate executive with expertise in strategy, marketing, business development, and operations. This unique firsthand knowledge from both sides of the table […]
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For founders and executive operators of middle-market businesses with recurring revenue models like Software as a Service (SaaS), achieving a successful exit hinges on demonstrating business sustainability. For founders and executive operators of middle-market businesses with recurring revenue models like Software as a Service (SaaS), achieving a successful exit hinges on demonstrating business sustainability. Your […]
For a middle-market business owner, the decision to sell represents the culmination of a lifetime’s work. It is an intensive process, full of complex negotiations and due diligence. A successful transaction hinges on meticulous preparation and the strategic alliance of experienced advisors. From the legal perspective, the attorney’s role is to build a rock-solid foundation, […]
Deciding to sell a business is the culmination of years of hard work, but translating that effort into a maximum sale price requires expertise. Many founder and family-owned business owners begin their journey with a single, simplifying thought: their valuation is just an EBITDA multiple. As an M&A firm specializing in the lower-middle market, Walden […]
For middle-market companies seeking to grow, diversify, or gain a competitive edge, the process of finding the right business for acquisition requires a clear strategy, beyond a simple market search. It demands discipline, a precise vision, and the kind of marketplace access Walden M&A provides. Walden M&A Principals John Phillips and Samantha Jones share their […]
Navigating the sale of a business is one of the most critical events in an owner’s professional life, and the central question for many is: How much will I pay in taxes? The complexity of tax liability in mergers and acquisitions (M&A) transactions is significant, depending on variables like business structure, deal type, and the […]
For a founder or owner considering an exit, the timeline for selling a business is one of the most pressing questions. While every transaction is unique, a clear understanding of the M&A timeline is essential for a smooth and successful sale. Walden M&A Principals Dean McDonald and Bob Tankesley share their insights on what a […]
When a company wants to grow through acquisition, the process involves more than just finding a business to buy. It requires a systematic approach to evaluating potential targets, ensuring the transaction creates long-term value. Every step is critical, from defining a target profile to navigating due diligence and negotiations. Walden M&A President John Phillips and […]
When it comes to mergers and acquisitions (M&A), a potential buyer will look at a number of factors to determine the value of a business. It’s about more than just the bottom line; a buyer wants to understand what makes a business strong, sustainable, and a good fit for their portfolio. Sara Burden and Bob […]
For many family and founder-owned businesses, the decision to sell is a significant milestone—one which often comes with a complex mix of personal and professional challenges. Unfortunately, many business owners are unprepared for the process. A surprising 70% to 80% of owners who try to sell their business are unsuccessful. And of the 20% to […]
The mergers and acquisitions (M&A) landscape has seen a significant shift, with private equity (PE) firms increasingly focusing on middle-market businesses. Several key factors have driven this trend, presenting both unique opportunities and challenges for family and founder-owned businesses. To help business owners understand this dynamic, Walden M&A’s President John Phillips and Principal Dean McDonald shared […]
The dynamic world of technology mergers and acquisitions includes a diverse range of buyers, each with specific investment needs. Among these, specialized acquirers known as vertical market software consolidators stand out as a notable acquirer of Software as a Service (SaaS) and technology-enabled businesses. Gui Carlos, a Principal at Walden M&A with a specialized focus on […]
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