Net Dollar Retention in M&A: The Key to Successful Business Acquisition

Net Dollar Retention in M&A: The Key to Successful Business Acquisition

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 […]

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How Much Will I Pay in Taxes When Selling a Business? Navigating the Tax Complexity for a Successful Exit

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 […]

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Common Pitfalls in Selling a Business

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. […]

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buy side m&a transactions

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 […]

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economic factors influencing M&A

Economic Factors Influencing M&A Markets in Q2 2025

The mergers and acquisitions (M&A) market is a complex ecosystem sensitive to myriad economic forces. In Q2 2025, businesses navigating the M&A landscape face a unique set of challenges and opportunities. To better understand these dynamics, we spoke with Sara Burden, Principal at Walden M&A in Atlanta, who provided valuable insights into the economic factors […]

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Family-Owned M&A Transactions

Navigating Personal Dynamics in Family-Owned M&A Transactions

Selling a family business is a significant milestone, and it often involves as many emotional challenges as logistical ones. While finances and strategy are important, interpersonal dynamics are a crucial but often overlooked consideration in family-owned M&A transactions. Walden Principal Sara Burden recently shared her insights and firsthand experience with these unique issues, including common […]

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M&A South Takeaways

M&A South Takeaways From Walden

This year’s M&A South 2025 conference in Alpharetta, Georgia, proved to be a valuable experience for Walden M&A, offering insights into current market trends and fostering connections with private equity groups.  Many of our Principals attended the event, including Dean McDonald. He shares his key takeaways, which included an optimistic atmosphere and numerous opportunities for […]

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