Middle Market M & A: Handbook for Investment Banking and Business Consulting

Kenneth H. Marks, Robert T. Slee, Christian W. Blees, Michael R. Nall

John Wiley & Sons, Jan 10, 2012 - Business & Economics - 432 pages

In-depth coverage in a single handbook of the middle market based on the body of knowledge of the Certified M&A Advisor™ credential program

M&A advisors have an unprecedented opportunity in the middle market with the generational transfer of wealth and capital being deployed by private equity and corporate investors. Middle Market M&A: Handbook for Investment Banking and Business Consulting is a must-read for investment bankers, M&A intermediaries and specialists, CPAs and accountants, valuation experts, deal and transaction attorneys, wealth managers and investors, corporate development leaders, consultants and advisors, CEOs, and CFOs.

• Provides a holistic overview and guide on mergers, acquisitions, divestitures and strategic transactions of companies with revenues from $5 million to $500 million
• Encompasses current market trends, activities, and strategies covering pre, during, and post transaction
• Addresses the processes and core subject areas required to successfully navigate and close deals in the private capital market
• Includes content on engagement and practice management for those involved in the M&A business

This practical guide and reference is also an excellent primer for those seeking to obtain their FINRA Series 79 license.

About the author

KENNETH H. MARKS, CM&AA, is founder and a Managing Partner of High Rock Partners, Inc. He is the lead author of The Handbook of Financing Growth: Strategies, Capital Structure, and M&A Transactions (Wiley). He has been involved as management, advisor, and board member with many emerging growth and middle market businesses.

ROBERT T. SLEE, CM&AA, is Managing Director of Robertson & Foley, a middle market investment-banking firm. He has published over 100 articles on private finance topics in a variety of legal and business journals. He is the author of Private Capital Markets (Wiley).

CHRISTIAN W. BLEES, CPA, CM&AA, is President and CEO of BiggsKofford PC, directing several sectors of the business including the firm's merger, acquisition, and sales practice. He has been involved in over 200 middle market M&A sales transactions.

MICHAEL R. NALL, CPA, CM&AA, is founder and CEO of the Alliance of Merger & Acquisition Advisors, a Chicago-based professional trade association featuring a resource and development center serving more than 600 independent accountants, attorneys, and business advisors. He is an author and recognized speaker on valuation, growth, and sales of middle market companies.

Bibliographic information

• Title: Middle Market M & A: Handbook for Investment Banking and Business Consulting; Volume 10 of Wiley Finance
• Authors: Kenneth H. Marks, Robert T. Slee, Christian W. Blees, Michael R. Nall
• Publisher: John Wiley & Sons, 2012
• ISBN: 111819862X, 9781118198629
• Length: 432 pages
• Subjects: Business & Economics / Mergers & Acquisitions