Home News & Insights Articles posted by Brian Berglund
January 27, 2026
The Road to a Profitable Exit: Key Trends in Automotive M&A for 2025

Industry transitions tend to reveal which businesses are prepared for an exit and which are merely keeping pace. The automotive sector is firmly in such a moment. Electrification, supply-chain recalibration,…Read More

January 20, 2026
Preparing Financial Statements for a Business Sale

Preparing to sell a business is often described as a valuation exercise. In practice, it is far more a credibility exercise. For most buyers, financial statements are more than a…Read More

December 9, 2025
Building a Sellable Business: Preparing for a Premium Valuation

When business owners start contemplating a sale, the conversation usually centers on timing, potential buyers, and headline valuation. Those are important—but they’re not where value is created. Long before a…Read More

December 2, 2025
How and When to Inform Employees About a Sale

Selling a business is a significant milestone for any owner. Alongside the financial, legal, and operational work that goes into a transaction, there is a people component that’s just as…Read More

November 25, 2025
Do Buyers Pay for Potential? Turning Your Vision into Value

In M&A, there’s often a disconnect between what a business is today and what it could be tomorrow. Owners see years of investment in people, systems, and strategy that haven’t…Read More

November 18, 2025
The Logistics Boom: Opportunities for Middle-Market Businesses in a Hot Sector

Logistics has quietly become one of the most sought-after sectors for investors. Once seen as a mature, asset-heavy industry, it’s now a structural growth story – where automation, AI, and…Read More

November 5, 2025
Asset vs. Stock Sales: How to Structure Deals for Maximum Value

When it’s time to sell your business, one of the biggest decisions you’ll make is how to structure the sale – whether to sell your stock (equity) or the assets…Read More

October 28, 2025
What Happens to Debt When Selling a Business?

In middle-market M&A, the treatment of debt is often one of the most critical yet misunderstood aspects of transaction structuring. While enterprise value determines the gross consideration, how debt and…Read More

October 21, 2025
Avoiding Common Mistakes in Middle-Market Transactions

Valuing a middle-market company is often more art than science. Unlike large-cap transactions, where abundant data and market comparables simplify the process, middle-market valuations come with nuances that require careful…Read More

October 14, 2025
Confidential Information Memorandum (CIM): Critical Component of the M&A Process

Confidential Information Memorandum (CIM): Critical Component of the M&A Process In the fast-paced world of mergers and acquisitions (M&A), sellers often find themselves navigating a complex landscape filled with potential…Read More