Excendio Advisors
Thought Leadership

Business owners selling their business that received offers ask themselves: “Is this a good offer?” Leading to the inevitable question “Should I accept it?”

Working capital in M&A is a somewhat neglected and misunderstood topic. Buyers and sellers have oftentimes different expectations.

This article suggests a new model for M&A due diligence and addresses the question: How much risk are we assuming in this transaction?

Excendio Advisor’s Managing Director, Cristian Anastasiu, explains the differences between strategic and financial buyers for M&A transactions.

It’s never too early to prepare for the M&A process. Here are 10 pieces of advice we always share with clients to ensure a successful outcome.

In the final segments of our series, we’ve shifted to the key transaction elements. Last month we discussed purchase and terms…

Buying a Business? Questions to Consider. The process can be a risky, complicated, and expensive process. Tread carefully as mistakes are expensive.

AI is expected to make ERP systems more intelligent, efficient, and user-friendly. Firms in all sectors are looking to invest to stay ahead of the competition.

One typically acquires a firm for several reasons. In M&A much like a musical score, a Variation on a Common Theme can lead a unique result.

In this article, we’ll review some of the major lessons that can be gleaned from what one might call a master class in M&A.

Scaling a business requires careful planning and execution.  Scaling a business is not the same as growing your business.

An M&A Play in Three Acts…Is it a Signal or is it Noise?

What role should a customer’s input play in determining a company’s M&A strategy? A key one, as the following story about Cisco’s first of more than 220 acquisitions suggests…

The premise of this article is that while all businesses like revenue not all forms of revenue are equally valuable.

Business owners develop certain expectations about the M&A process, for many a once in a lifetime event, only to be surprised when they actually go through it.

Baby Boomer entrepreneurs account for 2.3 million, and own nearly 40% of all small businesses.  The majority are service based companies.

Company Culture and M&A…It is commonly accepted knowledge in the industry that company culture plays an important role in mergers & acquisitions.

M&A Wisdom…over my 20+ years in M&A, I came to appreciate adages that capture so much wisdom in just a few words. Here are some of my favorites.

M&A and Digital Transformation: A Mode of Assessment…Digital transformation is considered by many leaders as a key to long term business success. Why so?

M&A and “Preemptive” Due Diligence: A Seller’s Perspective…Start Early and Build Enterprise Value

If you are a business owner and prepare for the sale of your business: What is that “something” that you will have a hard time to let go of?

M&A and Interesting Ratios for Buyers and Sellers…Buying or selling a business is a data intensive process. The most successful acquirers are fans of ratios.

A real-life story of a business owner who ventured into the Mergers & Acquisitions process alone before calling for help.

Cristian Anastasiu at Excendio Advisors explains 6 reasons why industry specialization for an M&A advisory firm is so important in the lower middle market.