Press & Publications
How the Deal Was Done: Asking the right questions
2019 | How the Deal Was Done Podcast Series
M & A Meet CIA
Three lessons deal-makers can learn from central intelligence failures
Jan 2019
2019
2018 | Private Directors Association Video Series
Director Insights: Improving Your Company’s Odds of a Successful Acquisition
How early should an aquirer begin integration planning?
2018 | CFO Leadership Council blog series
Key Success Drivers In Deal Negotiations: Part III in Acquisition Strategy Series
June 2018
Tom Stewart, Executive Director of the National Center for the Middle Market, talks with Joe Feldman about surprises during the M&A process.
February 2018
2018 | More Articles and Insights
Strategic, Organizational, and Technical Surpirses: Essential Preparation for Successful M&A
CIO Review
May 2017
2017
2016
Jenny Hammond, London-based World Finance, interviews Joe Feldman on acquisition trends, due diligence, synergies, cross border deals
April 2015
2015
Publications - Middle Market
Middle Market Acquisitions: What’s So Hard?©
May 2012
Seventy Voices of Experience on Meeting the Challenges of Middle Market Acquisitions. Findings from an Online Interview of Middle Market Executives, Investors, and Advisors.
Thinking About Thinking About Selling Your Business®: Maximizing value from the sale of a privately-owned business
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Three questions of prospective buyers
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Essential preparations to sell
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Assembling your team
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Presenting the opportunity
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Satisfying due diligence
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Where should an owner focus?
Middle Market Acquisitions: If I Had Only Known©
March 2015
Actionable recommendations for anticipating and preparing for inevitable deal surprises. Learnings from online interviews with over 80 executives and advisers, plus 3 in-depth interviews.
A Briefing for Owners of Middle Market Companies on Private Equity Firms as Potential Acquirers/Investors
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Top Reasons Private Equity Firms Invest in Middle Market Companies
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What to Look for in a Private Equity Investor
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What to Expect in a Sale Process
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By the Way, What’s a Private Equity Investor?
Publications - Entrepreneurship
Financing Strategies for Growing Companies
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Basics: equity and debt financing
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Investors and risk profiles
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Investors’ investors
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Dilution
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Agreeing on price
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Non-dilutive capital
Hockey Sticks are for the NHL … Start-up company financial projections that matter
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Value creation, risk reduction
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Funding/cash required through launch, scale-up, and ongoing operation
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Avoiding “hockey stick” projections
Venture Validation
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Essential elements: product/service, talent, capital
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Feasibility: does it work; will they buy?
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Customer view: valuable, available, low-risk
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"Build a better mousetrap..."?
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Protecting uniqueness
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Capital: creating value, reducing risk
Bringing Breakthrough Technologies to Market: A primer on "channel to market"
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Disruptive innovations
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Reaching customers: benefits/value, features, limitations
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Case study: Searle's aspartame sweetener
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Channel to market
Space