Reviews and Endorsements

Of all the situations we address in investment banking, M&A is the most complex. Valuation, tax, regulatory and differing structures are but a few of the issues that require extra thought and diligence. The Middle Market M&A handbook is the best reference that one can use for both background as well as a practical execution guide. It outlines the same tools we use on a daily basis.

Christopher W Gaertner, Managing Director, Co-Head Technology Investment Banking, Bank of America Merrill Lynch


Middle Market M&A: Handbook for Investment Banking and Business Consulting is a must read for business development professionals serving the middle market M&A sector. This is a comprehensive resource that provides valuable insights that are certain to increase your deal making success.

Patti Gillenwater, CEO, Elinvar and ACG, Global Board Member


A labor of love – I will be dipping into this book for years to come. It has a strong grasp of both passing trends and lasting principles. It is good on the technical side, without sacrificing the bigger picture and the better deal.

Mike Sweeting, Head of Partnering, BCMS CORPORATE LTD


A superb treatise for honing your M&A skill set and it provides tremendous insight for executives and professionals engaging in middle market M&A transactions.

Robert Loewer, JD, MBA, MSA, General Counsel & Director Finance, National Railway Equipment Co.


Here in one volume, the authors provide timely, relevant insights and timetested techniques for successfully engaging in middle market M&A. For those who are considering an M&A transaction – whether as a buyer, a seller, an advisor or a provider of financing – the advice contained in these pages should be required reading.

Cal Hackeman, National Managing Partner – Technology Industry, Grant Thornton LLP


At last we have a comprehensive body of knowledge for the M&A middle market. This anthology of contemporary thinking is very timely considering how global this market has become. Many of these insights and best practices are truly universal and will resonate with leading practitioners the world over.

Paul Hawkins, Managing Director, MergeCo International Pty Ltd, Sydney, Australia


"Middle Market M&A brings together the knowledge and expertise of several seasoned M&A professionals to provide an abundance of information, practice tips, and examples on the middle market, the practice of M&A, and related technical topics." A must-have for anybody involved in M&A!

"From a valuation perspective, a clear and concise explanation is provided on how there can be multiple values for the same company, based on the value worlds concept."

"This book will serve as a fabulous reference not only to any advisor who deals with M&A issues, but also for any business owner or executive contemplating the purchase or sale of a business. A must-have for anybody involved in M&A!

Chris M. Mellen, ASA, MCBA, ABAR, CM&AA, President, Delphi Valuation Advisors, Inc., Co-Author, Valuation for M&A: Building Value in Private Companies, 2nd edition, Wiley, 2010.


Four (4) talented authors combine their talents for one powerful treatise on Mergers and Acquisitions. A great educational tool for the M&A novice or professional, and a valuable referral source for both.

Everett H Walker, Jr, Chairman/President, National Funding Association, Inc.


"Marks, Slee and company have produced a volume that fills the void for information on a topic of crucial importance to sellers of businesses, students of finance, and to those who have or wish to have a career in the world of M&A."

"Written in clear, precise language, the book thoroughly details the basics of the M&A process. This is an exceptional work and will be of tremendous benefit to anyone involved in buying and selling a business."

Barry Yelton, Vice President and Business Development Officer, TAB Bank


There is no roadmap for banking and business consulting for Middle Market M&A. Each deal needs its own roadmap. The strength of the handbook is that it reflects the judgment and experience of Kenneth Marks and its other authors and equips the reader to approach each deal uniquely.

Gerald F. Roach, Head of Corporate Group, Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, L.L.P.

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