What Others Are Saying

“A definitive manual for M&A transactions. If you only were allowed to have one book on this subject in your library, this is the one that you want.”

"Highly practical. I have been an M&A practitioner for twenty years and rarely have I found a book that is as readable and useable as this one. The author is able to synthesize difficult concepts and communicate them in a highly user friendly way.”

"Very detailed source for information on mergers, acquisitions and buyouts. The question and answer format is a great way to identify the information that you need.”

— Selected Amazon reviews


Who Should Use These Books

  • CEOs, CFOs, corporate development heads, and HR professionals
  • Advisors such as attorneys, investment bankers, accountants, and consultants
  • Capital sources such as private equity, lending, and hedge fund professionals
  • Business and law students who wish to enter the M&A market

Recent Articles

Three's Company: How to Structure a Deal We Can All Live With

Many children of the 1970s and earlier will recall the classic American sitcom, Three’s Company. The story revolved around three single roommates — Janet, Chrissy, and Jack — who lived together platonically in a Santa Monica (CA) apartment. Each week brought a new comedy of errors, with a seemingly never-ending (and inevitably awkward) parade of social escapades, hijinks and misunderstandings. More than 30 years after its series finale, Three’s Company still resonates — in the least likely of all places, the world of M&A. Many dealmakers will agree that selecting a partner with which to transact is like finding the perfect roommate. It’s not easy. Add a third party to the mix, and hijinks can ensue if a rigorous and thoughtful deal process is not followed.

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Business Environment Makes Wealth Management Companies Attractive to Banks

First Republic Investment Management Inc.’s pending acquisition of Constellation Wealth Advisors LLC added to a slew of such deals in the past few years. Banks have brought wealth management companies under their tents to increase noninterest revenue streams as loan growth has remained anemic and interest rates low. 

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