This handbook captures the body of knowledge of middle market M&A, focusing on the key aspects and steps to succeed in optimizing the deal and closing the transaction.
What is the middle market? And trends in the private capital markets.
Transition and exit planning; optimizing the deal to achieve objectives.
Sell-side, buy-side / corporate development, technology, and ethics.
This book is for Advisors, Investors, and Business Owners looking to navigate the ins and outs of M&A transactions.
Lead Author, Art of M&A Series and CKO Emeritus, National Association of Corporate Directors (NACD)
“When the Middle Market M&A handbook was released a decade ago, the marketplace immediately recognized the authority of its authors – all experienced M&A advisors tried and tested in the crucible of dealmaking. It was an instant classic. This second edition captures vital lessons learned during the past ten turbulent years, and provides practical tools to prepare buyers, sellers, and intermediaries alike for a future that can be immensely profitable – for the forewarned.”
President Small Business Investor Alliance (SBIA)
“Understanding how private businesses access capital for growth and successful owner transition is one of the most critical and least understood parts of the small and medium-sized business economy. This second edition of Middle Market M&A is a must read for anyone who needs to master the ever-evolving dynamics of the private capital marketplace. There is no better reference book for equity investors, private company owners and the advisors that unite them.”
Director, M&A Research Centre Bayes Business School (formerly Cass), City, University of London
“Often overlooked or discussed only as an afterthought, Marks et al have focused on an increasingly important part of the vibrant M&A market — the so-called ‘middle market’ where indeed the most deals take place. This market is huge as are the implications for buyers of mid-sized companies, their founders and sellers, the myriad advisors, investors and business school students. This book should be on the bookshelf of every one of those groups…”