Tools & Guides

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.

After you have thought about things like how much you want to be involved post-sale, how important it is to you that your brand lives on, and other factors that we’ll discuss in this eBook, you can begin evaluating the type of investors or buyers you’d be open to working with, and start the process of identifying an actual short-list.

The Axial Standard NDA serves as a useful template for anyone creating an NDA or interested in seeing a sample non-disclosure agreement.

While specific components vary depending on transaction type and industry, this sample M&A due diligence checklist will serve as a helpful guide.

Read on for tips and best practices in some of the most complex and nascent areas of buyer due diligence.

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 guide, you'll learn how to integrate your online and offline presence to make better connections and close more deals.