News & Resources

Check out the latest news on Welch Capital Partners
June 1, 2023
Negotiation – Should you Go First?

It is important to consider the specific dynamics of each negotiation and the unique characteristics of your business when deciding whether to provide a purchase price or wait for the buyer's offer. Assess your goals, market conditions, and seek expert advice to make an informed decision that aligns with your objectives.

May 19, 2023
The Importance of Working Capital from an M&A Perspective

From a mergers and acquisitions perspective, net working capital is important, as it can either increase or decrease the purchase price of a transaction at close or within a reasonable period post close.

May 4, 2023
Finding ROI: The Right Acquisition Approach

With a basic Google search, it would not be hard to learn about acquisitions that have failed to generate the return on investment (ROI) that was expected post-acquisition.

May 4, 2023
Confidential Information Memorandum (CIM)

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.

August 1, 2022
How selling my own business made me think differently about value

“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.

November 22, 2022
Considerations in a Management Buy-Out – Part 3: Roles & Responsibilities & Shareholder Agreements

Welcome to Part 3 and our final post on the Considerations in a Management Buy-Out (“MBO”) series, Roles & Responsibilities & Shareholder Agreements.