Entries by Al Statz

Exit Strategies Group Welcomes Matthew Gutowsky

Exit Strategies Group, Inc. is pleased to introduce Matthew (Matt) Gutowsky as the newest member of our growing team. Matt recently joined us as Investment Banking Analyst, where he supports client engagements with research, financial modeling, and valuation analysis. Matt recently graduated from Michigan State University where he earned a bachelor’s degree in finance, with […]

Exit Strategies Group Advises Shepherd Controls in Sale

May 2023 – Exit Strategies Group is pleased to announce that it represented Shepherd Controls & Associates, a leading regional supplier of industrial automation products, in a recent sale to Flow Control Group, a portfolio company of KKR. Shepherd Controls & Associates, founded in 1985 by Ron Shepherd and Bill Benko, is headquartered in Allen, […]

Adam Wiskind and Roy Martinez Complete Certified M&A Professional Program

Exit Strategies Group is pleased to announce that Senior M&A Advisors Adam Wiskind and Roy Martinez are now two of more than three hundred M&A intermediaries and professionals with the CM&AP designation. The Certified M&A Professional Program is offered by the Coles College of Business at Kennesaw State University in conjunction with The M&A Source. […]

Cornerstone International Alliance sets new record: $1.3 billion in business transactions

Exit Strategies Group is a partner in the Cornerstone International Alliance After a record setting year in 2021, Cornerstone International Alliance members, a consortium of industry-leading lower middle market mergers and acquisitions (M&A) and investment banking firms, shattered that record in 2022, completing 169 deals with an enterprise value of more than $1.3 billion. “2021 […]

Instead of selling, they’re growing

If it’s a bad time to sell your business, consider growing instead. That’s the takeaway from one contractor whose plans to sell their business got squashed by inflation and supply chain issues in 2022. Pre-pandemic the business had been doing about $50 million in sales with $6 million in EBITDA (earnings before interest, taxes, and […]

Pros and Cons of Selling to Family

A business transfer to your children or other family members is a great way to ensure your business culture and legacy remain intact. You get to share a valuable asset with people you love and will probably have ongoing opportunities to stay involved in the business you started. On the downside, your children may not […]

How to Divest Part of a Company

Selling a division or line of business is often more complex than selling an entire company. If you’re like most private business owners, you have never sold a business, let alone carved out and divested part of one. This article shares some of what I’ve learned about planning and executing a successful divestiture during my […]

“In God we trust; all others bring data”: A Due Diligence Survival Guide for Sellers

“In God we trust; all others bring data” is a famous quote from W. Edwards Deming that emphasizes the importance of data analysis in business decision making. The due diligence process is a critical part of every M&A transaction, and in today’s data-driven world, having relevant and accurate company data has never been more important. Buyer […]

New law exempting M&A Advisors from SEC registration is welcomed by small businesses and those who depend on them

The Consolidated Appropriations Act, 2023 (H.R. 2617), signed into law by President Biden on December 29, 2022, includes a provision exempting brokers that facilitate small business M&A (Mergers and Acquisitions) from federal broker-dealer registration. The section on “Small Business Mergers, Acquisitions, Sales, and Brokerage Simplification” amends the Securities Exchange Act of 1934, effectively codifying the […]