Resources

Articles

Explore the Walden team's M&A perspectives, including strategic and tactical advice on preparing for a sale.

Featured Transaction

Walden initiated the successful sale of Souther Perfection Fabrication, to Little River Partners, LLC, and served as the seller’s advisor.

“The process run by Walden M&A turned what could have been an overwhelming experience into an orderly, highly successful transaction. John Phillips created real competition among buyers. He gave us the luxury of selecting partners who truly understand manufacturing and appreciate the specialized capabilities of our team.”

Gordon Hale, CEO | Southern Perfection Fabrication

Articles

How to Evaluate a Business for Acquisition

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 […]

Walden
| September 16, 2025

What are the Seven M&A Value-Drivers For Selling Your Business?

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 […]

Walden
| August 28, 2025

The Essential Succession Planning Guide for Your Business Exit

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 […]

Walden
| August 27, 2025

Why Private Equity is Eyeing Middle Market Businesses

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 […]

Walden
| August 15, 2025

Selling a SaaS Company: Understanding Vertical Market Software Consolidators

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 […]

Walden
| July 28, 2025

Introducing Gui Carlos: New Walden M&A Principal and Technology Expert

Walden M&A is excited to announce the addition of Gui Carlos to its team of principals. Carlos brings a wealth of experience in venture capital and a specialized focus on technology mergers and acquisitions, further strengthening Walden M&A‘s capabilities in this dynamic sector. His international background and deep understanding of tech valuations position him as […]

Walden
| July 16, 2025

Common Pitfalls in Selling a Business

Selling a business is one of the most significant decisions a founder or family owner will make. It’s a complex journey, and while the potential rewards are substantial, so are the risks. Many business owners, despite their entrepreneurial acumen, stumble into common pitfalls that jeopardize a sale, reduce valuation, or lead to a frustrating experience. […]

Walden
| July 9, 2025

Walden’s Strategic Approach to Buy-Side M&A Transactions

Walden M&A’s robust strategy for buy-side M&A transactions is a direct response to the growing demand from strategic buyers seeking professional assistance in identifying and acquiring businesses. This initiative reflects Walden M&A’s commitment to offering comprehensive investment banking-level services, extending the firm’s expertise beyond sell-side representation to actively guide companies through the intricate process of […]

Walden
| June 24, 2025

Introducing New Walden M&A Principal Bob Tankesley

Walden M&A is excited to announce the addition of Bob Tankesley to our team of principals. Bob Tankesley brings a wealth of experience and a unique perspective to the firm, particularly in guiding owners of lower-middle-market companies through successful exit strategies. His focus on the industrial sector further strengthens Walden M&A’s ability to serve a […]

Walden
| June 16, 2025

Selling a Manufacturing Business in 2025: Navigating Market Dynamics for a Successful Exit

The beginning of 2025 has brought its share of market turbulence for some businesses, with fluctuations in tariffs and the stock market creating a range of emotions for manufacturing business owners and operators. For those contemplating the sale of their companies, the landscape for selling a manufacturing business presents a mix of challenges and opportunities. […]

Walden
| May 29, 2025

Takeaways from the Smart Business Atlanta Dealmakers Conference 2025

For many family and founder-owned businesses, the decision to sell signals a significant life transition. As you contemplate this pivotal moment, understanding the current M&A landscape becomes crucial. The Smart Business Atlanta Dealmakers Conference 2025 recently convened savvy M&A professionals, business owners, and financial advisors, offering valuable insights into the evolving world of mergers and […]

Walden
| May 22, 2025

Selling a Franchise: Unique Considerations for Business Owners

Selling a business is a significant undertaking for an owner. Selling a franchise presents a distinct set of considerations for both the seller and the potential buyer. While the fundamental principles of mergers and acquisitions still apply, the presence of a franchisor introduces an additional layer of complexity to the transaction. Understanding these unique aspects […]

Walden
| May 15, 2025

Discuss Your M&A Strategy with a Walden Advisor

Explore your M&A options with a Walden advisor and get answers about your prospects, your timeline, and your ultimate goals.

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