Course curriculum

  • 1

    Week 1 - The World of Lower Middle-Market M&A: Market Landscape and Buyer Types

    • Objective

    • Market Segmentation Overview - Part 1

    • Overview of Buyer Types for External Transactions - Part 1

    • Overview of Buyer Types for External Transactions - Part 2

    • Overview of the M&A Process - Part 1

    • Custom Module: Overview of Bidders from the 2020 Sale Process
  • 2

    Week 2 - Finding and Choosing the Right Buyer

    • Objective

    • Unique Attributes of LMM Companies & Owners

    • Overview of the M&A Process - Part 2

    • M&A Market Update

    • Custom Module: Two Lower-Middle Market Transaction Examples
  • 3

    Week 3 - Transaction Economics

    • Objective

    • How to Value a Private Business

    • Where, How and What Types of Money Support Business Transactions

    • 3 Elements of a Transaction (Price, Risk, Reinvestment)

    • Roll-Over Economics

    • Platform vs. Add-On Transactions

    • Custom Module: Week 3 Content Review, 2020 IOI Deep Dive

    • Custom Module: Valuation Drilldown
  • 4

    Week 4 - Business Risk Issues & Value Growth

    • Objective

    • Growth Planning & Risk Issues Preview

    • Business Risk Factors That Impact Exit Value - Part 1

    • Business Risk Factors That Impact Exit Value - Part 2

    • Financial Due Diligence & The Quality of Earnings

    • Custom Module: Reducing Risk, Increasing Value & Preparing for the Transaction
  • 5

    Week 5 - Communicating the Transaction

    • Objective
  • 6

    Week 6 - Going to Market

    • Objective