Mergers & Acquisitions: Creating Value Before the Transaction
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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.
During this episode we will discuss Mergers & Acquisition: Creating Value Before the Transaction with Stephen White, an ESOP valuation expert and bankruptcy expert in Montclair New Jersey.
Welcome Stephen!!
- Covid created havoc in a number of industries and professions. The M&A space was not immune. Where are we currently in this space?
- How much of the current M&A activity would you say involves mid-market size companies?
- Is there an industry that you have come across that seems to be the most active?
- Would you say the reason for the activity in those industries is because of synergies?
- There are two types of synergies, combinational and transformational synergies. How do you differentiate between the two and how could they have an impact on deal price?
- As a valuation expert, what do you see, or notice is the biggest concern as it pertains to synergies?
- To avoid potential challenges, what have you seen as the main issues when assessing synergy potential in deals?
- Staying with value. Value is something that is discussed and tossed around a lot in the discussion of M&A. From your expertise in valuating companies, how does a company build value?
- How does debt effect ROI (return on investment)?
- Some owners prefer to avoid borrowing so they can avoid paying interest to a bank. As a privately held business owner, is there any risk in this type of thinking?
- Does growth automatically create value?
- When valuing a company, how do you assess value creation?
- Strategic planning, is that something that can help build value?
- Once you have a game plan on how to build value, the next question should be, how do you measure value?
- Of the three most recognized valuation approaches, which do you prefer to use in a M&A valuation and why?
- Fairness Opinions are often used for public companies. Is it used for private company transactions?
- Who prepares the Fairness Opinion, what actually goes into this letter and is there a cost?
Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
Cell: (314) 541-8163
Stephen A White
CVA, Managing Partner
Valuation Analyst
Onyx Partners Group
stephen.white@opgbv.com
https://opgbv.com
516 Bloomfield Avenue | Suite 6 | Montclair, NJ 07042
office: 973.902.7828 | cell: 973.310.2528
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