Technology is reshaping the way middle market companies do business. Investment professionals sourcing deals and evaluating opportunities are routinely in search of “tech-enabled” businesses, but what exactly does that mean?
Due diligence is at the heart of any successful deal. The resulting information is invaluable in knowing and understanding all sides and implications of a potential transaction. And, as cash investments increase, business owners and investors are placing renewed emphasis on identifying, qualifying and optimizing deals.
There are a number of strategies that create liquidity without selling the entire company or even a controlling interest. Among these strategies is the option to package and sell select assets of the company. RGL Advisors articulates issues and considerations in evaluating alternative liquidity strategies.
Professional evaluations of the fairness of an offer, known as fairness opinions, are increasingly being requested and used in private company transactions. In this paper we will explore four scenarios in middle market transactions when a fairness opinion may be recommended and differentiate a fairness opinion from other forms of valuations.
Merger and acquisition activity in the telecomm sector has experienced heavy fluctuations in the last five years. Following a seemingly high deal count and value in 2008 and steep declines in 2009 in the wake of the financial crisis, the industry has seen divergent data trends in recent M&A activity. RGL Advisors discusses industry data […]