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Displaying 14 results for "Jim Lisy". Start a new search

May 01, 2025 Jim Lisy

From Tariffs to Confidence Levels: Where Does the M&A Market Stand?

The Cohen & Co team recently returned from the DealMax conference in Las Vegas where representatives of just about every firm involved in the deal world converged to talk M&A. According to event sponsors, over 3,200 professionals attended, representing firms responsible for deploying over $400...

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October 31, 2024 Marie Brilmyer, Phil Ryan, Jim Lisy

White Paper: 7 Questions to Ask Before Selling Your Closely Held Business

As a business owner, you’ve likely dedicated a significant portion of your life nurturing and growing your business into a success. And now, regardless of the reason — and there are plenty — it’s time to sell. What are your next steps? What are the best practices to understand before diving in head...

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May 17, 2024 Jim Lisy

M&A Deal Flow in 2024 Remains Slow Despite Plentiful Capital

Every year in late spring, a few thousand M&A professionals, including private equity investors, investment bankers, strategic acquirers and operating partners, converge on the annual ACG DealMAX conference in Las Vegas. As the premier M&A event in the U.S., each year we send our own team of M&A...

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December 07, 2023 Ken Randazzo, Jim Lisy

Why Business Owners Need a Due Diligence Team — Before Putting the Business Up for Sale

Buyers of companies have always performed financial due diligence to confirm the information used to value their acquisitions and to help identify risks, weaknesses and opportunities. However, in recent years, sellers have been increasingly conducting their own financial due diligence prior to...

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June 09, 2023 Jim Lisy

Considering a Sale? Demand for M&A Deals Remains Healthy

A few weeks ago, our team attended the DealMAX conference, as we do every year around this time. This conference is the largest annual meeting of M&A market participants in the U.S. Close to 3,000 attendees — investors, investment bankers, deal attorneys and accountants — make this annual...

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March 28, 2023 Jim Lisy

M&A for the Lower Middle Market — What’s Going On Out There?

We attended the SBIA Southern Private Equity Conference in late February, talking with private equity group buyers and other professionals focused on smaller, lower-middle market M&A deals — typically companies with $2 million to $10 million of EBITDA. What was the outlook for smaller companies...

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July 13, 2022 Jim Lisy

M&A Essentials White Paper: The Sale of a Privately Held Company

Businesses are sold for many reasons, but typically issues of timing, liquidity and emotions take center stage. One of the most common drivers of a sale is the need for a succession strategy within family owned companies. Often the decision is purely financial — private companies are highly illiquid...

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May 03, 2022 Jim Lisy

M&A Industry Set for More Capital, More Opportunity in 2022

There’s no shortage of events focused on mergers and acquisitions, but the premier event this year was ACG Intergrowth® 2022. After a busy week at the Las Vegas conference, it was clear the M&A market is alive and well. Nearly 600 private equity professionals and more than 400 investment bankers...

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September 30, 2021 Jim Lisy

M&A Essentials White Paper: The Purchase Price Adjustment

You recently sold your company. Your advisers have been paid, you’ve taken a long overdue vacation and the burdens of deal-making are behind you. Then, surprise! The buyer is claiming you have to “give back” a million dollars of the proceeds from the sale because the assets of the company were below...

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February 23, 2021 Jim Lisy

Taking Shape: What Will the Deal Market Look Like for Private Companies After the Pandemic?

If we are now truly able to see the light at the end of the COVID-19 tunnel, what will the M&A landscape resemble when we emerge from our pandemic bunkers? It’s likely that fundamentals for a healthy M&A market will not change — willing sellers, buyers with capital to invest and an intersection...

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