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Strategy

Strategy

M&A strategy, deal structuring, integration planning, and negotiation tactics.

14 articles

Strategy15 min

Private Equity Value Creation: Strategies for Mid-Market Portfolio Companies

Comprehensive guide to PE value creation: revenue growth, margin expansion, multiple expansion, financial engineering, buy-and-build strategies, and operational playbooks for mid-market investments.

private equityvalue creationportfolio management
Mar 28, 2026Read more
Strategy14 min

Cross-Border M&A Tax Structuring: Key Considerations for European Deals

Navigate cross-border M&A tax structuring in Europe: holding company structures, withholding tax treaties, transfer pricing, EU directives, ATAD, and country-specific considerations.

cross-bordertaxstructuring
Mar 28, 2026Read more
Strategy16 min

Leveraged Buyout (LBO) Mechanics: How PE Firms Structure Acquisitions

Deep dive into LBO mechanics: capital structure, debt tranches, returns analysis (IRR, MOIC), debt capacity, covenant structures, sponsor economics, and a worked example.

LBOleveraged buyoutPE
Mar 25, 2026Read more
Strategy15 min

Representation & Warranty Insurance in M&A: A European Buyer's Guide

Complete guide to R&W insurance in European M&A: how it works, typical coverage and exclusions, pricing, European vs US practice, impact on negotiations, and claims process.

R&W insurancewarrantyindemnity
Mar 25, 2026Read more
Strategy12 min

Management Buyout (MBO): A Complete Guide

Everything you need to know about management buyouts -- from financing structures and PE sponsorship to conflicts of interest, valuation, and the step-by-step MBO process.

management buyoutMBOMBI
Nov 20, 2025Read more
Strategy11 min

Earn-Out Structures in M&A: How They Work

Complete guide to earn-out structures in M&A transactions. Covers earn-out metrics, structuring considerations, payment mechanics, accounting and tax treatment, common disputes, and protection mechanisms for buyers and sellers.

earn-outdeal structurecontingent consideration
Nov 15, 2025Read more
Strategy12 min

M&A for SMEs: A Practical Guide for Mid-Market Deals

A practical guide to M&A for small and medium-sized enterprises, covering deal strategy, valuation nuances, due diligence, deal structuring with earn-outs and seller notes, and financing options for the European mid-market.

SME M&Amid-market dealsearn-outs
Aug 15, 2025Read more
Strategy12 min

Post-Merger Integration: The 100-Day Playbook

A comprehensive 100-day post-merger integration playbook covering Day 1 activities, organizational design, cultural integration, technology migration, and KPIs for tracking synergy realization.

post-merger integrationPMI100-day plan
Aug 10, 2025Read more
Strategy12 min

M&A Deal Structures: Asset vs Share Purchase Explained

A comprehensive guide to M&A deal structures: asset purchases, share purchases, statutory mergers, earn-outs, and seller financing. Includes tax implications, pros and cons, and a decision framework.

deal structureasset purchaseshare purchase
Aug 5, 2025Read more
Strategy11 min

How to Find the Right Acquisition Target

A practical guide to finding, screening, and evaluating acquisition targets: sourcing channels, scoring frameworks, screening methodology, and how AI is transforming target discovery.

acquisition targettarget screeningdeal sourcing
Aug 1, 2025Read more
Strategy10 min

Building an M&A Pipeline: Strategy for Boutique Advisors

Learn how boutique M&A advisors can build and manage a robust deal pipeline. Covers sourcing channels, qualification criteria, pipeline stages, metrics, CRM strategies, and AI-powered tools.

M&A pipelinedeal sourcingbusiness development
Jul 24, 2025Read more
Strategy15 min

The M&A Process Explained: From Strategy to Close

A step-by-step walkthrough of the complete M&A process, covering the seven phases from strategic planning through post-merger integration, with timelines, costs, and practical tips.

M&A processdeal lifecycleacquisition strategy
Jul 20, 2025Read more
Strategy10 min

Sell-Side vs Buy-Side M&A: A Complete Comparison

Understand the fundamental differences between sell-side and buy-side M&A advisory, including processes, timelines, fee structures, and when each approach applies.

sell-side M&Abuy-side M&AM&A advisory
Jun 24, 2025Read more
Strategy13 min

Cross-Border M&A: Challenges, Strategies & Tax Considerations

A comprehensive guide to cross-border mergers and acquisitions covering regulatory hurdles, cultural due diligence, tax structuring strategies, and European-specific considerations.

cross-border M&Ainternational dealstax structuring
Jun 17, 2025Read more