Mergers & Acquisitions Articles

Surprise—I Want Out! (Exit Planning, Strategic Consulting)

TobinLeff | October 5, 2017

Situation What would you do if one day your partner strolled into your office unannounced, threw down on your desk a legal document prepared by his personal lawyer entitled “Partner Withdrawal...

Building to Monetize & Reward Top Managers With Ownership Transition 

TobinLeff | October 5, 2017

Situation The owner of a profitable PR agency in the Southwest began thinking about succession and hired us after sitting in on one of our Webinars. She had taken the initial steps to put in place an...

Long-Term Strategy for Orderly Succession Planning  (Exit Planning)

TobinLeff | October 5, 2017

Situation The two partners of a successful 25-year architecture firm recognized that, while they had no desire to exit the business in the near future, it would be prudent to begin laying the...

Roll-Up Strategy for Market Leadership (M&A)

TobinLeff | October 5, 2017

Situation Initially engaged to help them enhance firm profitability, we were subsequently retained by an East Coast digital marketing agency to advise them on a potential acquisition. The client made...

4 Transactions that Built a New Agency (Exit Planning, Partner Buyout)

TobinLeff | October 5, 2017

Situation The founding partner of a Midwest PR agency retained us to structure a plan for a partner buyout. The minority partner was eager to acquire controlling interest, but did not have the cash...

Zero EBITDA = 70% Cash (M&A)

TobinLeff | October 5, 2017

Situation A 30-year old West Coast consulting firm with a prestige client list, ranging from blue-chip corporations to universities and government agencies, was seeking a buyer as an exit strategy...

From an Inside to an Outside Deal (M&A, Exit Planning)

TobinLeff | October 5, 2017

Situation The founding partners of a well-established Mid-Atlantic branding and design firm asked for assistance with exit planning, hoping to pass the torch to their senior management team. After...

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Representative Deals and Engagements

Surprise—I Want Out! (Exit Planning, Strategic Consulting)

Building to Monetize & Reward Top Managers With Ownership Transition

Long-Term Strategy for Orderly Succession Planning (Exit Planning)

Roll-Up Strategy for Market Leadership (M&A)

4 Transactions that Built a New Agency (Exit Planning, Partner Buyout)

Zero EBITDA = 70% Cash (M&A)

From an Inside to an Outside Deal (M&A, Exit Planning)

Building to Monetize & Reward Top Managers With Ownership Transition 

Long-Term Strategy for Orderly Succession Planning  (Exit Planning)