M&A and External Growth

External growth, partnering with an outside organization, sometimes is the fastest way to grow your company. Explore multiple pathways including acquisition, strategic alliance, joint venture, minority interest, and more!

Today’s economic environment is changing rapidly. Consumers are embracing fintech and new players are moving into the credit union space. At the same time, the cost of compliance is rising and non-interest income is dwindling. What does this mean for credit unions? The days of going about business as usual are gone. In order to […]

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Are you thinking about selling your practice? Whether you are thinking about retiring or moving on to a new company, a robust plan is a must for maximizing your success.There are many factors to consider including determining your goals, understanding the financial and legal implications of a sale, and knowing which advisors you’ll need on […]

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The first half of 2018 has been a busy year for mergers and acquisitions activity. Globally announced deal value reached $2.1 trillion, up 56% from the same period in 2017 largely driven by an uptick in mega deals over $5 billion. Here’s a look back at the most popular posts from the Successful Acquisitions blog […]

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Despite your best efforts to convince an owner to sell, sometimes you will find that an owner of a not-for-sale company is just not ready to let go – even if he or she thinks partnering with your company is the right decision. In some cases, you will have to part ways and move on […]

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Buying another company is an excellent tactic for growing your company, but are you really ready to do a deal? About 77% of mergers and acquisitions (M&A) fail due to a variety of issues ranging from lack of strategic alignment to incomplete due diligence to culture clashes. A bad acquisition can leave a company worse […]

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“It can be the best financial deal on the planet, but if it doesn’t fit our strategy…we’re not interested.” This quote from Gary Norcross, President and CEO of Fidelity National Information Services, expresses a simple principle: In order to be successful, an acquisition must be strategic in nature. One of the primary reasons acquisitions fail […]

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There are many reasons to execute an acquisition from entering a new market to adding a new capability to increasing your bottom line. One of the most common reasons to buy another company is to prevent your competitor from owning it. Acquiring out of a defensive position to prevent a competitor from owning a key […]

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I was recently interviewed on the syndicated radio program Texas Business Radio. On the show, I share why companies pursue growth through M&A and how you can be successful. It all starts with painting a picture and having a vision for the direction of your company. The most successful acquirers are those that spend the time […]

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While a leader’s years of experience may be invaluable, companies should not make decisions based on instinct alone. We are human and biases can influence the judgement of even the most “objective” leader. In today’s information world it is important to pair real-time data with analytical skills in order to arrive at the best decision. […]

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Developing and implementing a strategy requires multiple skills and successful growth requires multiple perspectives. Other people in the company have a different level of skillset or expertise that can be beneficial. A leader’s team should be a brain trust or a mastermind forum for decision making that develops a collective understanding of the strategic plan. […]

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When it comes to strategic growth, most leaders tend to focus on organic growth – hiring more sales staff, building a new branch or internally developing a new product. While there are many benefits to organic growth, there are times when relying on organic growth alone will not move the needle. When markets are saturated […]

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How many of you have ever purchased a home? Thinking back on your experience, did you sit around waiting for a seller to come to you or did you spend time looking for just the right house? My guess is that most of our experiences fall into the second scenario. In fact, if I waited […]

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Before you can determine where you want to go as a company, you have to have an understanding of where your business stands today. Who exactly are you as a company? This is easier said than done. Over time, even founders of companies can lose sight of their strategic vision and get caught up in […]

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As a leader, one of the biggest mistakes you can make is to simply keep doing something because that’s the way it has always been done. It is easy to fall into this trap without even realizing it. Everyone is busy and it can be tempting to default to autopilot and keep going about “business […]

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Acquisitions are about growing your company and every successful deal starts by defining your strategic rationale. In this post we’ll explore the top five reasons middle market executives are interested in pursuing M&A according to our State of Middle Market M&A 2018 report. 1. Increase existing market share Grabbing more market share a is an […]

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On the wall of my company office there is a large inscription: We Help Clients Implement Their Dreams Note that the inscription refers to dreams, not goals. There is a difference. Goals are essential, the very stuff of successful business growth. But goals are the junior partners of something bigger. When Bill Gates founded Microsoft, […]

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Strategic buyers and private equity investors look to the middle market in 2018. Building on 2017 activity, all signs point to robust activity for middle market deals in 2018. Compared to 2016, average deal size in 2017 decreased by 16% while deal volume increased by 14% in the US. Growing interest in the middle market […]

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You can do an acquisition on your own, but there are many advantages to having an experienced third-party advisor. Should you hire an advisor for mergers and acquisitions? Many companies execute acquisitions on their own and are successful. In fact, there are entire corporate development divisions whose primary focus is to pursue mergers and acquisitions […]

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Many companies struggle to execute successful deals because they lack a strong M&A strategy. In a survey conducted by the National Center for the Middle Market, 38 percent of middle market companies said that developing the right strategy was their biggest challenge in M&A. That number may actually be higher because often companies react to opportunities […]

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Are you missing out on opportunities for growth?  External growth, where you partner with another organization outside of your own, is often a neglected opportunity. External growth comes in many forms including mergers and acquisitions, joint ventures, strategic alliances, minority interest, and can be tailored to suit your needs. Here are three reasons why external growth […]

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