In today’s M&A market of record-high valuations and low-cost debt, buyers and investors must be even more diligent when assessing investments and/or an acquisition. The procedures associated with the due diligence process have been transformed over recent years, and it is important for business owners and stakeholders to be prepared for such an intrusive feat.
This web seminar is for owners of closely-held companies who want to sell their business either in the short term or in the next few years. This web seminar provides a better understanding of the due diligence process and what is necessary on behalf of the business owner to achieve a successful sale.
* M&A Update: State of the Capital Markets
* 5 Main Factors: Key Drivers to Get M&A Deals Done
* The Importance of a Quality of Earnings Report
* Currently Trending: Factors that Influence M&A Outcomes
* Updates on Revenue Recognition / Tax Cuts and Jobs Act
John R. Sloan
Chief Executive Officer
John Sloan has more than three decades of C-level experience in investment banking and private equity. He has been directly involved in transactions with an aggregate value of more than $7 billion. Mr. Sloan has raised more than $1 billion in debt and equity through an extensive private finance contact network. He has also evaluated, negotiated and financed the acquisition of more than 20 companies in various industries.
Shane F. Mahmood
Shane is well known as an innovator who is able to come up with creative business solutions and see them through from start to finish. Shane’s exposure and achievements which cover every aspect and facet of the M&A industry, along with his depth of knowledge has contributed to making Allegiance Capital the modern, high caliber investment bank that it is today.
Partner, Transaction Advisory
Brown Smith Wallace
Dan has more than 10 years of transaction advisory experience with Brown Smith Wallace. He assists clients through mergers and acquisitions by leading all due diligence and quality of earnings engagements. Dan is an expert when it comes to helping clients negotiate a fair working capital target. His approach to client services allows him to forge solid, mutually respectful relationships with clients, ultimately increasing the efficiency on both sides of the table.
Principal, Tax Services
Brown Smith Wallace
Patrick has more than 10 years of international tax services experience. Patrick specializes in delivering international tax services to businesses and individual clients. His areas of expertise include mergers and acquisitions, divestitures and spin-offs, international tax provisions, cross-border investments, income tax treaty analysis and international tax compliance.
*Event contact: Nancy Wilson, firstname.lastname@example.org
Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately-held companies since 1998. Our clients are business owners, partners, families and entrepreneurs who want to sell their company, transition to new management, or bring on a financial partner to grow their business. Allegiance Capital employs investment bankers who understand the challenges business owners face in running their business and can prepare those owners for the complexities of the sale process. Allegiance Capital also offers global reach through its membership in Globalscope Partners, an organization of international M&A Advisors.
Brown Smith Wallace is a nationally ranked, top 100, full-service CPA and business advisory firm and an independent member firm of Moore Stephens North America. The firm’s Transaction Advisory Support and Litigation Support team has performed buy-side and sell-side transactions ranging in deal enterprise value from $1 million - $500 million. Our transaction advisory services include business valuations for acquisitions and exits, transaction tax strategy, quality of earnings reviews, working capital and intangible valuation services. The firm provides services to a wide variety of industries with particular expertise in broker-dealers, insurance, construction, financial institutions, high-net-worth families and individuals, health care, manufacturing and distribution, private equity firms, real estate and more.