Welcome to the M&A Mindset!

Welcome!
As always, the M&A Mindset keeps things simple in 3 separate sections:
INTERESTING M&A ARTICLES
INSIGHTS & INFOGRAPHICS
BOOKS OF INTEREST

This weeks focus area for INSIGHTS & INFOGRAPHICS:
Buy-Side vs. Sell-Side Perspectives
50 Key M&A Terms & Definitions
100 M&A Acronyms

Check out the focus areas for next week at the end of the newsletter.

Enough chat. Let’s get to it.

ARTICLES
Interesting M&A/Finance Finds

• The Companies Most Likely to be Bought or Sold in 2024

• Interest Rates Could Push M&A Activity Higher in 2024

• Moelis Sees “Huge Backlog” of Deals After Fed’s Rate-Hike Regime

• SpaceX Valued at $175 Billion or More

• Bill Gates Makes $10.95M per DAY

And just because…

• DUMB MONEY - Official Trailer

INSIGHTS & INFOGRAPHICS
Buy-Side vs. Sell-Side Perspectives

• Understanding a company’s position and perspective on key areas in a deal process is extremely important

• Equally import is understanding those same positions and perspectives from the other side of the deal

• The chart below provide a great primer on how each side views an aspect of the deal process and gives some insight on the power dynamic during the process

• The advisors’ role in the deal process is also crucial and each type of advisor (sell-side or buy-side) has critical responsibilities on behalf of their clients

• M&A Advisors must keep the deal on track, provide the best possible advice and guidance for their client, and “quarterback” the deal from the start through the closing of the transaction

INSIGHTS & INFOGRAPHICS
50 Key M&A Terms & Definitions

• M&A is a complex business but that complexity is greatly reduced by understanding some of the key terms and definitions in the industry

• Below are some definitions of commonly used words and phrases when discussing transactions

• Obviously, there are many more, but this provides a lot of the basic terminology

INSIGHTS & INFOGRAPHICS
100 M&A Acronyms

• Every industry has its own abbreviations, acronyms, and shorthand, here are some commonly used in the M&A world.

BOOKS
Good Reads This Week

Thanks again for taking a look. If you haven’t done so already, please subscribe! Please pass along to your friends and colleagues! Thank you!

Look for these INSIGHTS & INFOGRAPHICS next week:
Basics of Financial Modeling
What Exactly is EBITDA?
IOI vs. LOI

Questions, comments, suggestions for topics?
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