Articles

Expanding the Climate for Middle Market M&A Success in 2019

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As many FOCUS colleagues know, the firm celebrated its third consecutive record-breaking year in 2018, closing 28 deals across 10 industry segments. As we approach the first half of 2019, we continue to demonstrate our proven expertise, both across the wide range of sectors we cover, and in the depth of strategic services we deliver on behalf of our clients. Plus, first quarter 2019 results prove dealmakers see plenty of solid reasons for optimism for the remaining three quarters.

Growing to the Next Level—Rainmaker LISBON Summit 2019

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The 30th M&A Worldwide Rainmaker LISBON Summit, held April 4-5 in Lisbon, Portugal included 278 people from 40 countries—breaking all previous attendance records for the prestigious event.

Like the MIAMI Summit hosted by FOCUS in November 2018—as well as previous Summits in Amsterdam, Barcelona, London, New Delhi, Warsaw, and Shanghai—the LISBON Summit united corporate deal makers from across the globe, stimulating discussion around ongoing transactions, as well as the latest trends in research, deal software, and process management.

ESOP from an Adopter’s View

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It is very likely that you have been approached by advisors over the years suggesting you consider selling your business to an ESOP, an employee stock ownership plan. Interestingly enough, FOCUS recently adopted an ESOP in December 2018 to execute our own long-term transition plans, and we thought our perspective on this ownership structure (as both an advisor and recent adoptee) might be helpful to you.
Employee Stock Ownership Plans (ESOP)

Is Now the Right Time to Consider an ESOP?

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FOCUS adopted an ESOP, an employee stock ownership plan, form of corporate structure late last year. We decided to implement an ESOP as it afforded our partners an opportunity to redeem their capital accounts, but kept our existing organization intact without any changes to our culture, organization, benefit plans or management team. In effect, the ESOP allowed us to maintain our business model and procedures exactly the same as prior to the transaction. In so doing, FOCUS joined nearly 7,000 other companies who have made the decision to establish an ESOP.
2018 Year in Review

2018 YEAR IN REVIEW: A Third Record-Breaking Year!

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FOCUS just completed its exciting third consecutive record-breaking year in 2018. We closed 28 deals across 10 industry segments and hosted an annual conference for our 43 Global M&A partner firms. In 2018 we continued to demonstrate the firm’s proven expertise, both across the wide range of sectors we cover, and in the depth of …

FOCUS HELPS SEAL THE DEAL! — Wins M&A Worldwide Deal of the Year at Rainmaker MIAMI Summit

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At the recent M&A Worldwide Rainmaker Summit, the sale of Burnhart Holdings (trading as WEC Group) to Amari UK Inc. won the vote for the M&A Worldwide Deal of the Year, against spirited competition from three other cross-border deals. FOCUS represented the transaction in the U.S. and introduced the transaction to the buyer, which is …

Extracting Maximum Deal Value—Seven Keys to Success

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“With M&A activity showing no sign of slowing, a continuing focus on revenue synergy execution will be critical in delivering value…By understanding the sources of value and executing against the seven keys to success…executives can get a jump start on capturing value and outperforming the market.” That’s the conclusion of an October 2018 McKinsey & Company survey of 200 seasoned M&A executives from ten industries.