Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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Joan De la Paz Hellmer is an experienced finance professional with over a decade of capital markets, M&A, and investment experience. Joan is skilled in all aspects of transactions, including thesis-building, sourcing, negotiation, execution, and post-acquisition strategy. He has a strong business development and strategy background with an MBA from the University of Chicago. He was born and raised in Mexico City and currently resides in Philadelphia, Pennsylvania.
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| 5:25 What is the essence of corporate development? |
| 7:00 How does corporate development relate to organic growth? |
| 8:10 What is the next step in corporate development after forming the strategy? |
| 8:50 Proactive vs. reactive M&A |
| 12:00 What is the number one challenge as an acquirer? |
| 13:20 Accretive acquisitions |
| 14:30 Dilution vs. accretion |
| 15:00 Mergers vs. acquisitions |
| 16:00 What is the biggest mistake sellers make when they are approached by an acquirer? |
| 17:35 How do you prefer to structure a typical acquisition? |
| 20:00 Does size matter when making an acquisition? |
| 21:30 What is driving you to make acquisitions? |
| 23:20 How do you assess if you want to do a deal? |
| 25:50 What are the most common mistakes business owners make when negotiating the LOI? |
| 28:40 What is the attorney’s role in the process? |
| 31:00 Can you hire your family lawyer to handle your transaction? |
| 31:50 How important is experience when hiring an attorney? |
| 32:50 Indication of interest (IOI) vs. letter of intent (LOI) |
| 35:45 What typically happens after the IOI? |
| 36:30 What is a memorandum of understanding (MOU)? |
| 39:00 What are the biggest mistakes sellers make during due diligence? |
| 40:30 What is confirmatory due diligence? |
| 43:40 How intense is due diligence? |
| 45:00 What happens after due diligence is finished? |
| 46:20 Negotiating the purchase agreement |
| 48:40 How are private equity firms structured? |
| 52:30 Private equity firm fees and returns |
| 53:15 What is the difference between selling to a corporate acquirer vs. selling to a private equity firm? |
| 59:15 What is an independent sponsor? |
| 1:01:50 Who stays on to run the company post-closing? |
| 1:02:40 Are you interested in a company in which the owner is not willing to stay to operate the business post-closing? |
| 1:03:00 Environmental, social, and corporate governance (ESG) |
Joan De la Paz Hellmer is an experienced finance professional with over a decade of capital markets, M&A, and investment experience. Joan is skilled in all aspects of transactions including thesis-building, sourcing, negotiation, execution and post-acquisition strategy. He has a strong business development and strategy background with an MBA from the University of Chicago. He was born and raised in Mexico City and currently resides in Philadelphia, Pennsylvania.
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