A Walk on the Buy-Side: How FOCUS Is Perfecting the Process

October 8, 2016|Articles, Mergers, Acquisitions & Divestitures, Newsletter|

Worldwide, the art of dealmaking is evolving. There are substantial modifications in the way deals are being done today. Every detail from due diligence and integration to strategic planning and channels of communication is being refined and improved. Careful coordination is ever more critical. Risk management tools are being reshaped and perfected—plus, there’s a razor-sharp focus on ensuring the acquirer is achieving maximum value.

Full Speed Ahead for Middle Market M&A

September 2, 2016|Articles, Newsletter|

A variety of new research reports conclude the fundamentals for healthy dealmaking remain firmly in place, and most believe the worst of the year is over. In fact, it appears U.S. M&A is normalizing and positive results for Q4 may be expected. Although the numbers for the first half of 2016 were the lowest since 2013, they actually are higher than any first half from 2008 through 2013. Why? Perhaps this is a signal the M&A boom of recent years remains alive and well, if a bit diminished.

What Middle-Market CEOs Need to Know Now: Part 2

March 29, 2016|Articles, Newsletter|

Q: What does it mean to be a “platform company?” Should a business owner aspire to be a platform company? WILFONG: First, a business owner needs to develop his company with a good management team, a good customer base, and all those things that comprise a successful company. At that point, the business owner is not really thinking about whether the company is going to be a platform for a portfolio and for add-ons.

Jonathan Wilfong of FOCUS Investment Banking Joins Patrick Renn of Renn Wealth Management Group on Business Radio’s CEO Exclusive to Discuss Emerging Trends for Middle Market CEOs.

February 3, 2016|Articles, Podcasts|

This 42 minute interview shares the expertise of Jonathan Wilfong and Patrick Renn while discussing various business issues and trends of interest to middle market business professionals.

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