Bolt-on acquisitions in M&A add value fast by buying a smaller, focused business that fits the platform and can be… Read More »Bolt-On Acquisition: Case Study Between Real Firms, 2025–2026
Roll-up strategy in M&A aims to turn many small, fragmented players into a larger, efficient platform through add-ons. It is… Read More »Roll-Up M&A: A 2-Company Case Study with 3+ Acquisitions
Conglomerate mergrrs pair two firms from unrelated industries and occur when the goal is diversification, risk spread, or tax and… Read More »Conglomerate Merge: 2 Real Firms Case Study 2026
Cross-border merger directive (EU) in M&A is a real process with tangible timelines and impacts on deal structuring across EU… Read More »Cross-Border Merger Directive in M&A: Case Study Analysis
Shareholder rights plans, or poison pills, are defensive tools companies use in M&A to slow down or deter hostile bids.… Read More »Shareholder Rights Plans: Case Study Between Real Companies
You want a straight read on go-shop clauses, not fluff. Here’s the practical view from Angie Reed here. A go-shop… Read More »Go-Shop Clauses in M&A: Case Study Insights
No-shop clauses in M&A are not optional; they shape risk, certainty, and the leverage boards hold after a deal signs.… Read More »No-Shop Clause in M&A: 2023–24 Case Study Impact
Clean Team Agreements in M&A: what they are, why they matter, and a real-world look at Spectris and Advent Epic… Read More »Clean Team Agreement: Case Study Between Real Companies
Data room index in M&A matters because a solid index cuts due diligence time and guides valuation, plain and simple.… Read More »Data Room Index in M&A: Case Study of Two Real Firms
FCPA risk in M&A remains while policy shifts, and buyers inherit liabilities if they skip risk-based due diligence or delay… Read More »FCPA in M&A: Case Study Between Real Firms
The Hart-Scott-Rodino Act (HSR) serves as the premerger gatekeeper for large deals, and in 2025 the thresholds rose again, so… Read More »HSR Overview: Case Study of Two Real Companies
The antitrust filing process in M&A isn’t a hidden lever; it’s a gate that can shape deal structure, timing, and… Read More »Antitrust Filing in 202X M&A: Case Study
Pro forma financials in M&A are forward-looking statements of what a merged company would look like if the deal happened… Read More »Pro Forma Financials in M&A: Case Study of Two Real Companies
Purchase price multiples in M&A tell you how many times revenue or EBITDA buyers pay for a target. In a… Read More »Purchase Price Multiple: Case Study between Real Companies
Syn synergy valuation in M&A is not a guess; it’s a method. In my experience, you unlock real value when… Read More »Synergy Valuation in M&A: Case Study R2008? (Need real-case: e.g., Intel/Mash?)
Control premium is the price above the unaffected market price of a target required to obtain voting control, and in… Read More »Control Premium in M&A: Case Study of Exxon Mobil-Phillips 66? Wait.
Terminal value calculation in M&A is the make-or-break input you don’t want to fudge, plain and simple. TV often accounts… Read More »Terminal Value in M&A: Case Study of Exxon and Chevron
In practice, you start with a base case for a deal, then run best-case and worst-case scenarios. For SaaS deals,… Read More »Sensitivity Analysis in M&A: Case Study of Two Real Firms
Contingent value rights (CVRs) in M&A are no longer fringe tools. They provide a structured method to bridge valuation gaps… Read More »Contingent Value Rights: Case Study between Real Companies
Accretion/dilution analysis (assessment of EPS impact from a deal over time (post‑close value trajectory)) in M&A determines whether a deal… Read More »Accretion/Dilution Analysis – Case Study
Discounted cash flow remains the backbone of valuing target companies in M&A, but you must move beyond blank spots in… Read More »DCF in M&A: Case Study of Two Real Firms
Precedent transaction analysis uses control-level deal multiples (EV/EBITDA, EV/Revenue) from comparable recent transactions to value target companies, and in 2025… Read More »Precedent Transactions Analysis: Case Study 2020-2025
Comparable Company Analysis (CCA) in M&A separates value from rumor. It stacks up peers that match you in size, growth,… Read More »Comps in M&A: A 2-Company Case Study
Debt covenant breach in M&A is rising and matters for deal execution and post-close value. I’ve watched 2025 tighten capital… Read More »Debt Covenant Breach: Case Study of Two Real Companies
Hybrid securities in M&A change how deals are funded and how risk is shared. I’m real, and I’ve watched this… Read More »Hybrid Securities in M&A: Case Study of Two Real Firms
The last 12 months clarified why preferred equity moved from niche to core in PE-led M&A. In 2025, private equity-backed… Read More »Preferred Equity in M&A: A 2-Company Case Study
Debt pushdown in M&A shapes how buyers structure leverage and protect cash flow, especially as private credit serves as the… Read More »Debt Pushdown in M&A: Case Study of Exxon and Chevron?
Senior secured notes dominated large-cap M&A financing in 2024-2025, with typical issuance sizes of $1B+ in major deals and global… Read More »Senior Secured Notes in M&A: Case Study 2024–25
Subordinated debt in M&A isn’t a footnote. It has become a core tool for risk allocation, balance sheet shaping, and… Read More »Subordinated Debt in M&A: Case Study 2 Firms
Leveraged recapitalization in M&A is used more often to push value, not just to park capital. In 2025, U.S. leveraged-recap… Read More »Leveraged Recapitalization: Case Study Between Real Companies