M&A Source - The Bridge - Spring 2023

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The Bridge.

THE MARKET INSIGHTS YOU NEED TO NAVIGATE WHAT’S AHEAD.

SPRING 2023

IN THIS ISSUE:

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The Bridge E-Zine V1 - Spring 2023 | 1 NO.01 ISSUE
THE BRIDGE E-ZINE V1 masource.org © M&A Source. All Rights Reserved.
2 | The Bridge E-Zine V1 - Spring 2023
a Business is Complex.
a Trusted Advisor to Guide You
the Process.
Selling
Find
Through

Content.

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The Bridge E-Zine V1 - Spring 2023 | 3
2
TINCIDUNT RISUS
1 MEMBER INTERVIEW 04 03 05 02 04
LETTER FROM THE CHAIR ARTICLE
MORBI
ARTICLE

Chair’s Letter

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Name Last Name CHAIR

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4 | The Bridge E-Zine
- Spring 2023
V1
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Every month, M&A Source brings you live webinars featuring practical advice and updates from industry experts on a range of topics from financing and marketing to legal and economic forecasts. M&A Source members can access our robust library of webinar recordings by logging in to the Member Resource Portal.

View Upcoming Webinars

The Bridge E-Zine V1 - Spring 2023 | 5

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TUIS DOLORE TE FEUGAIT NULLA FACILISI.ZCONSEQUAT.

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6 | The Bridge E-Zine V1 - Spring 2023

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Industry-Leading Education

The Bridge E-Zine V1 - Spring 2023 | 7
Tap into the Information You Need to Level Up Your Career Articles M&A Podcast Courses Tap into the education opportunities you need to level up your career. Listen in to timely insights into the Lower Middle Market. Find out the lastest in M&A with articles from experts in the industry.
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The Bridge E-Zine V1 - Spring 2023 | 9
See Your Name Here Submit an article for a chance to be featured in The Bridge and showcase your expertise! » Get Started
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SPRING CONFERENCE 2023 & DEAL MARKET

Where Relationships are Made and Deals Happen

May 23-24, 2023

Renaissance SeaWorld, Orlando, FL

THANK YOU TO OUR SPONSORS

EXCLUSIVE SPONSORS

REPS & WARRANTIES

HR SOLUTIONS

FULL SPONSORS

PRIVATE EQUITY

TAX STRATEGIES

DEAL ORIGINATION

COMMERCIAL LENDER (SBA) COMMERCIAL LENDER (NON-SBA)

YOUR SOURCE FOR INDUSTRY LEADING M&A EDUCATION

M&A Source courses are written and taught by the industry’s top thought leaders and practitioners. Options are available for a spectrum of experience levels on a variety of topics relevant to your practice. For a complete description of each course please refer to the Agenda tab.

Monday, May 22nd 8:00am - 12:00pm

M&AS COURSE 354

HOW TO USE BUSINESS VALUATIONS TO CLOSE BETTER DEALS (FORMERLY 324)

Instructed by Richard Mowrey

M&AS COURSE 455

ADVANCED M&A TAX AND STRUCTURING STRATEGIES

Instructed by Monty Walker

M&AS COURSE 490

SELL-SIDE MODELING (AKA INTEGRATED CASH FLOW MODELING) PART 1

Instructed by Rick Marchese

Monday, May 22nd 1:00pm - 5:00pm

M&AS COURSE 372

13 STEPS TO BECOMING AN M&A ADVISOR

Instructed by Pat McDonald

M&AS COURSE 491

SELL-SIDE MODELING (AKA INTEGRATED CASH FLOW MODELING) PART 2

Instructed by Richard Marchese

M&AS COURSE 465

CORPORATE FINANCE IN LOWER MIDDLE MARKET M&A TRANSACTIONS

Instructed by Bob McCormack

12 | The Bridge E-Zine V1 - Spring 2023
LEARN MORE

Member Benefits

Save Money & Unlock Opportunity with M&A Source Membership

M&A Source members enjoy either free or discounted access to the industry’s best practice management tools.

BENEFIT PARTNERS

The Bridge E-Zine V1 - Spring 2023 | 13

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Member Interview
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The Bridge E-Zine V1 - Spring 2023 | 15
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Working With Experienced Advisor Can Double Chance of Selling

Estimates from the M&A Source and IBBA Market Pulse Report suggest that of those businesses put up for sale on the M&A market, only half will successfully sell – and that’s assuming they have an accredited advisor at the helm.

The industry has long cited a statistic from the Business Brokerage Press’s Tom West that only 25%-30% of businesses will sell to new ownership US. But respondents to the Market Pulse survey report closing ratios of about 50%.

This indicates that accredited advisors and those who invest in ongoing education and networking are likely to achieve results far above the industry average.

There are many reasons businesses don’t sell, and it isn’t always a lack of buyer interest. New this quarter, advisors were asked how many of their terminated deals had offers on the table. Overall, or engagements that terminated without a successful closing, advisors reported 33% of them had at least one offer on the table and 32% had multiple offers.

For engagments that terminated with only one buyer, both markets were similar (33% Main Street & 31% LMM). In Main Street market, 27% of terminated engagements had more than one offer while in the lower middle market, just over half (51%) of terminated engagements had offers from two or more buyers.

CLIENT ENGAGEMENTS WITH MULTIPLE BUYER OFFERS

16 | The Bridge E-Zine V1 - Spring 2023 Market
Pulse
0%
MAIN STREET LOWER MIDDLE MARKET OVERALL 10% 20% 30% 40% 50% 60%
TERMINATED
The Bridge E-Zine V1 - Spring 2023 | 17 Become an M&AMI. Pursue the Professional Standard in Middle Market Transactions Mergers & Acquisition Master Intermediary » Get Started
18 | The Bridge E-Zine V1 - Spring 2023 Invest in Your Success Become a part of the best in the lower middle market, unlock new opportunities, and save thousands annually on services from industry-leading vendors. » Become an M&A Source Member BENEFIT PARTNERS Get connected and share on Facebook, LikedIn, and Twitter!

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