News & Resources

Check out the latest news on Welch Capital Partners
May 4, 2023
Finding ROI: The Right Acquisition Approach

With a basic Google search, it would not be hard to learn about acquisitions that have failed to generate the return on investment (ROI) that was expected post-acquisition.

May 4, 2023
Confidential Information Memorandum (CIM)

The Confidential Information Memorandum (CIM), also known as an Offering Memorandum, is a confidential document used in the mergers and acquisitions (M&A) process to provide detailed information about a company to potential buyers or investors.

August 1, 2022
How selling my own business made me think differently about value

“Value is in the eye of the beholder,” some may say. When I sold my valuation business to Welch Capital Partners in 2018, I learned that the concept of “value” is much broader than my theoretical learnings had led me to think.

November 22, 2022
Considerations in a Management Buy-Out – Part 3: Roles & Responsibilities & Shareholder Agreements

Welcome to Part 3 and our final post on the Considerations in a Management Buy-Out (“MBO”) series, Roles & Responsibilities & Shareholder Agreements.

November 22, 2022
Considerations in a Management Buy-Out – Part 2: Structure

As a follow up to our blog on “Striking a Balance” in a management buy-out (“MBO”), we concluded that structuring a deal is critical to its success.

November 22, 2022
Considerations in a Management Buy-Out – Part 1: Striking a Balance

A management buy-out (“MBO”) is an effective succession/exit strategy where an Owner wants to reward its core management with an equity stake in the business for the future, while being able to crystalize their own investment.