Tools & Guides

To assemble the Axial Advisor 100, we surveyed the Axial buyside membership, requesting that they name both the investment banks and sell-side M&A advisors whom they trust and respect most across three categories:

• Individual Deal Quality
• Overall Deal Volume
• Process Effectiveness

This eBook contains our most-read pieces from our MMR Newsletter from the first half of 2023. These reports feature buyside and sell-side firms from the Axial platform along with industry trends.

In this ebook, we’ll define each type and cover topics like:

• 5 major differences between strategic and financial buyers
• How to decide which type to include on your buyer list
• How to connect with the right strategic acquirer

In this guide, you'll learn:

• How to build an effective team to support the sale
• How to define exit options
• How to determine a valuation range for your company
• How to improve marketing materials
• What to consider when building a buyer list
• How to improve your negotiation skills

In this ebook, you will learn:

• How to write great teasers that attract interest from the right buyer
• Marketing materials needed to sell your company
• Three key items to negotiate in the NDA
• How to review the indication of interest (IOI), letter of intent (LOI), and purchase agreement (PA) documents

In this ebook, you’ll learn:

• Why advisors are so valuable
• How to choose the right advisor
• How advisors structure and negotiate deals

Key insights on M&A advisory fees in the middle market.

We recently asked 1,000 private equity firms, strategic acquirers, and family offices to name the banks and advisory firms they trust and respect most when transacting in the middle market. Which firms made the list?

Building a DCF model is both exceptionally complicated and very time consuming. Use this free downloadable DCF Excel Template to value your company today.