In partnership with the authors of the Middle Market M&A Handbook (speaker bios below), Finquest is delighted to bring you a series of 3 free webinars examining the add-on strategy in 2023.
On this page, you will find all the recordings, key takeaways, links to other resources, and contact details for our panel.
This series took place live, over 3 dates in April 2023
Webinar 1: The Corporate & Private Equity Add-On Strategy in 2023
- Market forces driving the Add-On strategy
- Prerequisites to be successful with this strategy
- How the current interest rate environment has impacted this strategy
- The target’s perspective
- Buyer challenges of this strategy, and
- How long we see this trend persisting
Webinar 2: Valuation Perspectives
- How the Add-On strategy impacts value for PE and Corporate Buyer
- How to analyze earnings when valuing an Add-On
- What modeling techniques are best
- Laying the plan for post-deal value creation
Webinar 3: Deal Sourcing in the Add-On Market
- How smaller add-on deals are sourced
- Filtering possible targets based on search criteria
- Successful methods for approaching smaller targets
- Finding deals that others don’t see
Meet the Speakers:
All our guest speakers are co-authors of “Middle Market M&A”, which is now used in continuing education courses and by investment bankers and M&A advisors around the world. You can learn more about this handbook for Advisors, Investors & Business Owners here:
Michael R. Nall
Co-Founder, MidMarket Alliance
A retired CPA and business financial advisor with a proven track record as an M&A intermediary, Mr. Nall is a published author and recognized speaker on the valuation, growth, and sale of privately-held companies. He was the founder of the “Alliance of Merger & Acquisition Advisors”, a professional trade association serving independent investors, accountants, attorneys, and other highly qualified corporate advisory and transaction professionals.
With the benefit of 40 years of experience in the mid-marketplace of privately-held companies, he organized the development and launch of a “1st of its kind” professional training and credential designation for the independent corporate financial advisory community: Certified Merger & Acquisition Advisor.
You can reach Michael here: mnall@midmarketplace.com
Christian W. Blees
CPA/ABV, CM&AA
Chris is a CPA and Middle-Market Investment Banker specializing in the sale of closely held middle-market companies.
Chris began his career as a CPA at BiggsKofford PC, with offices in Colorado Springs and Denver. In 2003, Chris launched the firm’s M&A practice, known as BiggsKofford Capital. In 2007 he was also appointed as the CPA firm’s Managing Partner. Chris has become a leader in the M&A sector, through his involvement in over 300 merger, acquisition, and sale transactions.
Chris is a member of the “Founders Circle” for the Alliance of Merger & Acquisition Advisors (AM&AA) and was elected Chairman of the AM&AA in 2020. Through the AM&AA, he serves as the lead instructor for the Certified Merger & Acquisition Advisor (CM&AA) program, having personally instructed over 1,000 Certified M&A professionals throughout the world. Chris was instrumental in expanding the CM&AA curriculum and has taught in partnership with university Executive MBA programs at Pepperdine, Loyola, DePaul, ASU, Wake Forrest, University of Maryland, and others.
Chris remains active in many professional organizations, including having served for years on the Board of Directors for the Colorado Springs Chamber & EDC, the UCCS Chancellor’s Leadership Council, the Alliance of M&A Advisors (AM&AA), and Chairman for Western Colorado University (WSU) Board of Trustees.
You can reach Chris here: cblees@biggskofford.com
Kenneth H. Marks
CM&AA, CFq
Kenneth is the Founder and Managing Partner of High Rock Partners, a boutique firm of strategic and M&A advisors. He is an entrepreneur and subject matter expert in mergers, acquisitions and financing of emerging growth and middle market companies. He combines his first-hand experiences in financing, building and selling multiple businesses for himself with more than twenty years of developing growth strategies and doing deals ...all to partner with CEO's to make key strategic decisions; navigate and execute on transitions of ownership; accelerate growth to the next level; or to reposition their company. His firm uses a unique and proven blend of experiences and tools in strategy, mergers & acquisitions, financing and deals coupled with leadership and creative solutions to achieve clients’ desired outcomes.
Kenneth is the lead author of two editions of Middle Market M&A: Handbook for Investment Banking and Business Consulting. He is also the lead author of two editions of the Handbook of Financing Growth: Strategies, Capital Structure and M&A Transactions, both published by John Wiley & Sons in their Finance Series. He led the publication of Value Levers: Increase the Value of Your Business From 3x to 7x and coauthored a chapter in Advances in Mergers and Acquisitions, vol 14, published by Emerald Books. He has taught a number of industry and graduate courses in finance, M&A and growth company management, and speaks at CEO group meetings and industry conferences. Kenneth has an electrical engineering background and obtained an MBA from Kenan-Flagler Business School at the University of North Carolina Chapel Hill. Kenneth is a Certified Merger & Acquisition Advisor (CM&AA) and holds a Corporate Finance Qualification (CFq).
You can reach Kenneth here: khmarks@highrockpartners.com
Tom Stewart is a business strategist, executive, thought leader, and author. Currently working as a senior advisor to major consulting and other firms, he has served as the executive director of the National Center for the Middle Market at The Ohio State University, chief marketing and knowledge officer of Booz & Company, editor-in-chief and managing director of Harvard Business Review, and as a member of the board of editors of Fortune magazine. He is the author of four books: Intellectual Capital: The New Wealth of Organizations; The Wealth of Knowledge: Intellectual Capital and the 21st Century Organization; Woo, Wow, and Win: Service Design, strategy, and the Art of Customer Delight (with Patricia O’Connell), and Middle Market M&A: Handbook for Advisors, Investors, and Business Owners (with Kenneth Marks, Christian Blees, and Michael Nall), as well as chapters in five other books and scores of articles in Harvard Business Review, Fortune, Business 2.0., Inc., strategy + business, the Financial Times, and elsewhere. A graduate of Harvard College, he is the recipient of an honorary degree from Bayes Business School, City University London.
You can reach Tom here: stewart.thomas.a@gmail.com
Stephen Lance
US Corporate Sales Director
Stephen (Steve) has been in sales leadership for three IPOs, most notably when M&A deal room pioneer IntraLinks went public in 2010. He was also a Sales VP at NeXT when the company was sold to Apple, working directly for Steve Jobs. For most of the last 15 years, Steve has been working with Corporate Development executives to drive value and disrupt the market. Today, Steve is Head of Corporates, North America for Finquest, and can be reached at stephen.lance@finquest.com.
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