Many of us already have a good idea of what an investment bank is, but how they differ from a business broker or other firms specializing in mergers and acquisitions may not be so clear. How can they help you get the maximum value for your company? What criteria do they use to determine which companies they will actually work with? How does the transaction process work, and how are you — the owner —involved? What are some of the common misconceptions about working with an investment bank? For answers to these and other questions, we turn to Ann Hanna, managing director of Schenck M&A Solutions. It’s a conversation you won’t want to miss on this edition of “Deal Talk.”
Meet Our Guest
Ann Hanna
Managing Director and Co-Founder at Taureau Group, LLC
Employed with Schenck M&A Solutions since 2012.
Undergrad degree earned in 1984 from the University of Colorado
Banking Agent FINRA series 79, 62, 63 licenses; WI Real Estate Broker license
50+ clients in this area
23 years experience in this area
100% of time devoted to clients in this area
Specialties also include: Recapitalization, Due Diligence, Management Buyouts, Family Transitions, Specialty Financing
Investment Banking Services: Registered Investment Banking Agent with Series 79, 62, and 63 licenses. Securities offered through Burch & Company, Inc.
M&A practice is general. We handle a variety of businesses; however, due to our location we tend to handle a large number of manufacturing, distribution, metal fabrication, foundry, business services, and food & beverage companies. M&A practice is set up to operate as a traditional investment banking firm. Led the sale and acquisition of many small and medium sized businesses, as well as multiple new corporate start-ups. Extensive operational experience as a current or past owner of several successful businesses.
Books: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, and Acquired – written by Jacob Orosz, president of Morgan & Westfield.
M&A Talk Podcast: The #1 podcast on selling a business with over 150 episodes.
M&A Encyclopedia: 800+ pages of articles on every step of the M&A process.
Ask the Expert: Ask our team any question related to the sale or purchase of a business.
Downloads: Download forms and checklists for buying or selling a business.
M&A University: In-depth courses led by industry experts on M&A.
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Selling your business is a big deal
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