Tools & Guides

In this ebook, you’ll learn how to build a deal team with both external and internal resources.

• What roles should your C-suite play in the deal process?
• What external roles do you need to fill in the deal team?
• How can an M&A advisor add value to the M&A process?

For sellside advisors, the thing that has the highest impact on the success of a closed transaction is the strength of their buyer list. Building a top-notch buyer list can single-handedly help one investment bank win a deal over another. This guide will show you how to construct a buyer list that will ensure a successful close.

This eBook contains our most-read pieces from our MMR Newsletter from the first half of 2023. These reports feature buyside and sell-side firms from the Axial platform along with industry trends.

This eBook covers the most important questions for CEOs to consider before an exit.

In this guide, you'll learn:

• How to build an effective team to support the sale
• How to define exit options
• How to determine a valuation range for your company
• How to improve marketing materials
• What to consider when building a buyer list
• How to improve your negotiation skills

This eBook covers the basics of business transition planning in three stages: The Early Years, Pre-Transaction, and Post-Transaction - and the important actions that business owners can take during each stage. 

In this ebook, you will learn:

• How to write great teasers that attract interest from the right buyer
• Marketing materials needed to sell your company
• Three key items to negotiate in the NDA
• How to review the indication of interest (IOI), letter of intent (LOI), and purchase agreement (PA) documents

In this ebook, you'll learn:

• Why advisors are so valuable
• How to choose the right advisor
• How advisors structure and negotiate deals