Optimizing Private Middle-Market Companies for M&A and Growth

Abstract

Private, middle-market companies that choose to implement mergers, acquisitions, or growth strategies in today’s environment often face challenges when engaging with the capital markets, particularly when bridging the valuation gap between market values and owner values¹ (Marks, K., Slee, R., Blees, C., & Nall, M. (2012). Middle market M&A: Handbook for investment banking and business consulting. Hoboken, NJ: Wiley.). This chapter applies traditional corporate finance theory to the real-world dynamics of private, middle-market companies and outlines practical steps to shrink the value gap and increase transaction readiness.

Citation

Marks, K.H. and Howard, J.A. (2015), "Optimizing Private Middle-Market Companies for M&A and Growth", Advances in Mergers and Acquisitions (Advances in Mergers and Acquisitions, Vol. 14), Emerald Group Publishing Limited, Leeds, pp. 67-82. https://doi.org/10.1108/S1479-361X20150000014005