jbirch

About Joe Birch

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So far Joe Birch has created 14 blog entries.

Deal Flow Options and the Single Family Office Investor

Takeaway: Markets are continually in flux. This means that your sales practice must be adaptable to compete in the market place. These deal flow options, or even an SFO, may be the best for you when the time comes. For traditional private equity investors, today’s market conditions present challenges in putting their money to work. On the one hand, the amount of investable capital remains plentiful and interest rates remain relatively low. On the other, however, a shortage of quality investments has pushed valuations outside of the consideration set for many investors. Market conditions are no different for Single Family Offices [...]

Capital is Critical for Company Growth

By Gary Miller SDR Ventures Lacking sufficient capital to grow is the major constraint for most small and middle market companies. To reach the next level of success, capital is the fuel that drives the company’s growth engine. Without it, reaching that “next level” is almost impossible. Many entrepreneurs are skilled at starting and building small successful companies. But growing a small company into a big one is very different, and in many ways, a more difficult task which is why raising growth capital is so important. Entrepreneurs and business owners often stumble in obtaining growth capital because they are inexperienced [...]

10 Key Questions to Ask Before Choosing a Private Equity Partner

1. Does the private equity firm proactively provide complete references? A potential partner should offer access to the management of all companies with whom it has worked over the years, whether or not the transactions have gone well. “Sellers should be able to choose which references to call,” says Prospect Partners’ Vice President Brett Holcomb. “Like a marriage, the dynamics of the relationship can be hard to gauge until you get deeper into it. For the best window into what the investor is really like as a partner, hear a variety of experiences. Talk to companies that experienced steady growth, and [...]

4 Simple Ways M&A Firms Sign Up More Clients

By Gabe Galvez Co-Founder of CAPTARGET, LLC Founder/CEO of Merger Labs LLC What if I told you that you could easily catch up with your competition by making just a few small changes to your M&A firm? Well, that is exactly what we are going to talk about in this article. Below are four simple, but often overlooked hacks that can make your firm more attractive to potential clients and help you leave the competition behind. #1 Focus On a Single Vertical or Geography Only Seems counter intuitive right? After all, the more diverse your service and market are the more [...]

An Owner’s Strategy for a Down Economy: Heads, You Win; Tails, You Don’t Lose

By Gary W. Ampulski, PhD Managing Partner of MidwestGenesis There is a saying that a rising tide lifts all boats. But the opposite is also true. As the skipper of a business, an owner needs to know when a tide comes in and when it recedes in order to plot a course to realize maximum business value. Just as there is a repeating nature to the tides, the economy also runs in cycles. Its ebb and flow may not be as predictable as the moon’s gravitational force on our oceans but they are nevertheless still cyclical and their periods can have [...]

Age Specific Target Marketing

By Charles Milam, CBI, M&AMI Improve the return-on-investment for your marketing campaigns Every business will eventually change ownership and the decision to sell a company can either be viewed by the owner as the most agonizing event or the most liberating. Some owners are ill prepared for a business transition and are caught off guard by deteriorating health, unanticipated financial calamities, divorce, or personal stress. These owners are forced to sell without proper planning and often receive less than optimal remuneration for their company. Other owners recognize that in order to maximize the business value, similar strategic planning done during the [...]

Trusted Advisor or Deal Killer?

Joe Lindsey, M&AMI, CM&AP, CBI Chairman of The M&A Source Author’s Note:  Let’s start with the thesis that this article was inspired by actual events. It could be an amalgam of multiple experiences combined into one story. Let’s assume that the names, dates and other data relevant to this article were changed because of concerns of confidentiality. Regardless, let’s see if lessons can be learned from this article. The business was a provider of chemical products whose primary customers were involved with fracking; the injection of fluid into shale beds at high pressure in order to free up petroleum resources such [...]

Top 10 Ways an M&A Transaction Can Go Wrong

Many business owners are jumping on the bandwagon to sell their companies, trying to take advantage of the current hot market and frothy multiples being paid by buyers. With the impending Baby Boomer tsunami, more businesses are and will be for sale over the next few years than at any other point in history. This trend creates a competitive environment among sellers and leads buyers to look more closely at the quality and price value relationship of any potential acquisition. For some time now, due to strong earnings, low interest rates and favorable capital markets, many buyers have sought to grow [...]

Capital is Critical for Company Growth

By Gary Miller SDR Ventures Lacking sufficient capital to grow is the major constraint for most small and middle market companies. To reach the next level of success, capital is the fuel that drives the company’s growth engine. Without it, reaching that “next level” is almost impossible. Many entrepreneurs are skilled at starting and building small successful companies. But growing a small company into a big one is very different, and in many ways, a more difficult task which is why raising growth capital is so important. Entrepreneurs and business owners often stumble in obtaining growth capital because they are inexperienced [...]

Top 10 Strategic Value Drivers

Amy Cole, M&A Advisor, MBA, CBB CUSTOMER DIVERSITY – If too much of your current business is concentrated in too few customers, this is perceived as a negative in the acquisition market. The concern is that if the owner exits and the major customers leave, the business could be negatively impacted. On the plus side, if none of your customers accounts for more than 5% of total sales, that is viewed as positive. If you find yourself with a customer concentration issue and are planning an exit, start focusing on a program to diversify. A quick fix would be to make [...]