News & Resources
The Confidential Information Memorandum (CIM), also known as an Offering Memorandum, is a confidential document used in the mergers and acquisitions (M&A) process to provide detailed information about a company to potential buyers or investors.
“Value is in the eye of the beholder,” some may say. When I sold my valuation business to Welch Capital Partners in 2018, I learned that the concept of “value” is much broader than my theoretical learnings had led me to think.
Welcome to Part 3 and our final post on the Considerations in a Management Buy-Out series, Roles & Responsibilities & Shareholder Agreements.
As a follow up to our blog on “Striking a Balance” in a management buy-out (“MBO”), we concluded that structuring a deal is critical to its success.
A management buy-out (“MBO”) is an effective succession/exit strategy where an Owner wants to reward its core management with an equity stake in the business for the future, while being able to crystalize their own investment.
We developed a guide that covers topics on the MBO process from both the management and shareholders perspective.
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