Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
Schedule a Consultation
Businesses for SaleMorgan & Westfield is committed to making the process of buying a business as simple as possible. Browse our businesses for sale now.
Buyer’s GuideHere is an overview of the process of buying a business, presented in concise summaries from our experts.
Listen in as we gain insights into private and public M&A law from one of the country’s top M&A attorneys, JR Lanis. JR is a hands-on attorney, and he shares his wealth of experience as we discuss raising capital, IPOs, fintech, what to look for in an M&A attorney, and much more. JR has extensive experience in a variety of industries that include technology—with a specific depth of experience in fintech—as well as hospitality, consumer products, and life sciences. Join us to take a deep dive into the world of M&A law.
Listen on Apple Podcasts | Listen on Spotify | Listen on Deezer | Listen on Stitcher | Listen on Google Podcasts | Listen on TuneIn
| 3:40 How do you define the middle market? |
| 5:35 What are the main differences between public and private M&A? |
| 6:45 How do you define materiality when reporting an acquisition on an 8-K? |
| 8:00 What are the most common corporate law issues faced by mid-market companies? |
| 9:30 What are the most common sources of capital in the middle market? |
| 10:45 Is an ESOP an exit of the last resort? |
| 11:40 How important is the cost of capital for middle-market companies? |
| 13:20 How should companies decide between debt vs. equity as a source of capital? |
| 14:40 What are appropriate uses of capital? Should you raise capital if you can fund capital from internal growth? |
| 16:20 What are the most common reasons companies can’t fund growth from internal cash flow? |
| 19:25 Is selling a minority interest an exit? |
| 21:00 Is an IPO an exit? |
| 23:30 What’s the current state of the IPO markets? |
| 26:10 What are the different components of the capital markets? |
| 27:20 How does the cost of debt (interest rates) affect the capital markets? |
| 28:30 P/E vs. EBITDA multiples |
| 29:00 What is the public market premium? |
| 32:15 How much of a CEO’s time is consumed by complying with the requirements of being a public company? |
| 33:40 Does it make sense to do a trial run as a pseudo-public company before doing an IPO? |
| 35:10 What alternatives are there to an IPO? |
| 36:35 What are the major differences between private and public companies? |
| 39:35 Does running your private company like a public company give you better access to sources of capital? |
| 44:30 What is Big Law? |
| 45:20 What is rate pressure? |
| 48:15 How do you select an M&A attorney? |
| 51:40 Flat fee vs. hourly fees |
| 55:15 What’s the current state of the fintech and crypto markets? |
| 57:00 What’s the state of the fintech M&A markets? |
| 1:00:30 What trends are happening in fintech and crypto? |
The difference between valuing public and private businesses
Pepperdine Private Capital Markets Report
JR Lanis chairs the West Coast Corporate & Securities Practice Area and is an experienced securities and M&A attorney, committed to serving clients and to meeting their sophisticated legal needs. He serves as issuer and underwriter counsel to numerous public companies and investment banks and has experience in public company listing and reporting for OTC, NASDAQ, and NYSE-listed entities. JR has led or been primarily responsible for billions of dollars in transactional value, including public stock and debt offerings, private stock and debt offerings for public companies, rights offerings, tender offers, spin offs, going private transactions, and ‘34 Act reporting.
JR structures, negotiates, and closes multi million and billion-dollar acquisitions, sales, mergers, and licensing deals, with a particular emphasis on large M&A transactions for exchange-listed companies and private equity funds. These transactions are often complex, multi-jurisdictional matters involving large teams of Polsinelli attorneys.
JR works in a diverse array of industries including technology (with a specialty in fintech), hospitality, and life sciences. JR has been consistently recognized by his peers and the media for his expertise. He has been featured among the top attorneys under 40 by the Daily Journal (2018) and as an Emerging Leader and Deal of the Year Finalist by M&A Advisor (2016). He is frequently quoted and interviewed by national news outlets including The Wall Street Journal, Bloomberg, CNBC, and Law360.
We invested over a decade perfecting every step of the process. The result is a method proven to reduce your risk and maximize your price.
View Our Process Now
Financing Intermediary
Learn all about how the new SBA loan standard operation procedures will influence your sale. Steve Mariani, a financing intermediary, emphasized the importance of understanding these changes, particularly the equity…
Coach | Financial Advisor
What do buyers look for in a business, and how can you increase the value of your business by focusing on these areas? Join us as we discuss strategies for…
Who We Are
What We Do
Our Experience
Text
Audio
Other Resources
Let’s Talk
LinkedIn: