Conglomerate Merge: 2 Real Firms Case Study 2026
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
risk
No-Shop Clause in M&A: 2023–24 Case Study Impact
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
Data Room Index in M&A: Case Study of Two Real Firms
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 in M&A: Case Study Between 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
Contingent Value Rights: Case Study between Real Companies
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
Debt Covenant Breach: Case Study of Two Real Companies
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
Preferred Equity in M&A: A 2-Company Case Study
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
Subordinated Debt in M&A: Case Study 2 Firms
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
Completion Accounts in M&A: Case Study of 2024-25 Deals
A few days ago I asked a client whether they preferred completion accounts or locked box, and the answer came… Read More »Completion Accounts in M&A: Case Study of 2024-25 Deals
Holdback Provisions in M&A: Case Study (Company A vs Company B)
Holdback provisions in M&A are standard. They are tools buyers use to guard against post-closing surprises and are widely used… Read More »Holdback Provisions in M&A: Case Study (Company A vs Company B)
Reverse Break-Up Fees: Case Study Comparison (Real Companies)
Reverse breakup fees have shifted from a niche protection tool to a standard feature in many deals, and today’s numbers… Read More »Reverse Break-Up Fees: Case Study Comparison (Real Companies)
Earn-out Case Study: M&A Deal Between Real Companies
You will see how earn-outs work in private M&A, not the hype. Earn-outs are a bridge, not a wand, and… Read More »Earn-out Case Study: M&A Deal Between Real Companies
MAC Clause in M&A: Case Study of Two Real Firms
MAC (Material Adverse Change clause (in M&A)) clauses in M&A are decisions you make up front to protect price and… Read More »MAC Clause in M&A: Case Study of Two Real Firms