F Reorganizations in Lower Middle Market M&A
Lower middle market (“LMM”) M&A transactions frequently involve F reorganizations (“F reorgs”) of S corporations (“S-corp”). F reorgs are often a critical part of structuring the purchase and sale of S corporations. If you plan to take your S-corp LMM business to market and anticipate the transaction will be structured as a stock sale, you […]
Trends in Lower Middle Market M&A- The Use of Sell-Side Quality of Earnings Reports
Through our involvement as a buyer in private markets, we have noticed a trend of sell-side Quality of Earnings (QofE) Reports becoming more common in lower middle market (“LMM”) M&A deals. While LMM buyers routinely use QofE reviews during diligence, LMM sellers have been increasingly using a detailed quality of earnings analysis to help maximize […]
Navigating the Financial World: A Guide to Understanding the Differences Between the CFA and CFP Designations
As a client, you want to ensure that your investment advisor has the knowledge and expertise to provide you with high-quality investment advice and manage your portfolio in your best interest. One way to do this is by working with a CFA charterholder. This article will discuss some key benefits of working with a CFA […]
Rollover Equity in Lower Middle Market M&A
Owners of lower middle market (“LMM”) businesses contemplating a sale or majority recapitalization should be aware of trends in rollover equity in M&A transactions. As a seller of a LMM business, you may be expecting to have a full exit from your business at the closing table. Sellers may be surprised when their investment banker […]
Vail Valley Asset Management
Vail Valley Asset Management, LLC is a Registered Investment Advisory firm located and registered in Colorado. * The firm’s services are not available in all states and the firm may need to seek additional registrations before working with a client in a state in which it is not presently registered.
