Pursant, LLC

Join us at the Greater North Shore Estate & Financial Planning Council networking night on February 19th! Scott Glickson, Pursant Managing Director, will be speaking on the topic of "Preparing For & Executing Successful M&A Transactions". At some point in a business owner’s journey, they will consider executing (one or both) an acquisition or participating in a sale process. Business owners often look to their current trusted advisors (legal counsel, accountants, wealth managers) to point them in the right direction. To help you best advise your clients seeking an M&A transaction, this session will provide you an overview on the current M&A market (deal volumes, valuation/multiples, deal structure, transaction terms, time to close, capital markets, etc.) and equally important provide the roadmap for navigating a successful outcome whether a buyer or a seller including building the “right” deal team. For more information on the event, visit https://lnkd.in/ghs76EyS

Congratulations to PAVE/X Show on another successful conference and thank you for inviting Scott Glickson, our Managing Director, to speak on "The 2025 M&A Outlook for the Pavement Maintenance Industry". A special thanks to Amy Schwandt, Jessica Lombardo, and Chantal Zimmermann for making all this possible! We're looking forward to the PAVE/X Conference in 2026!

Join Scott Glickson at the PAVE/X Show Conference on January 28-30, 2025 as he will be speaking on "The 2025 M&A Outlook for the Pavement Maintenance Industry". The M&A market in the paving and pavement maintenance industries is certainly dominating conversations. Scott will share best practices on ways to optimize M&A transactions in the pavement maintenance industry. Attendees will learn what they need to know before selling their business, the key pieces overlooked in many sales transactions. Finally, Scott will share the overall outlook for M&A in the pavement maintenance industry. For more event information, please visit https://www.pavexshow.com/

It was great to connect with many friends at the Building Service Contractors Association International (BSCAI) CEO Seminar in Cancun this week! Mark Herbick, CEO & Founder of Pursant, spoke on "M&A Is On The Minds of Many Business Owners, But Most Don’t Have An Exit Strategy?". During the session, he covered the state of M&A in the middle market and BSC sector. He also shared thoughts on how to: ?? Develop an exit strategy that focuses business owners on the best practices for growing and capturing the maximum value of what may be their most valuable asset, their company. ?? Successfully transition to the next chapter post-transaction with new perspective, focus and passions after living a life where for so long, a business owner’s business was their identity. ?? Stay abreast of the M&A market is important but having an exit strategy is a must for a business owner that desires the optimal post-transaction outcome, economically and personally. Congratulation to Building Service Contractors Association International (BSCAI) on another successful event! We are looking forward to the 2026 event in Cabo!

We are delighted to announce that Debra Fine is joining the Pursant family as a Managing Director! Debra brings a wealth of knowledge in M&A, raising capital, brand equity evaluation, and marketing. In her new role, she will be supporting Pursant’s M&A practice and growth initiatives. She began her career at Marketing Corporation of America, where she advised Fortune 500 clients such as Kraft, Quaker, American Express, and Pepsi on growing market share and brand equity. She later became the Head of Marketing and Licensing for Disney Online. As a three-time CEO, most recently as the CEO for Small World Kids, she took the company public and acquired several electronic learning companies and additional Infant, Toddler and Pre-School companies. She grew global distribution and worked with over 100 factories to create and manufacture the company’s 3,000 SKUs of premium children’s products. She has extensive strategic transaction expertise in several consumer products sectors including, Skin, Haircare, Beauty, Retail, Edtech, and Children’s/Mom’s products and services. Debra is also actively involved in numerous leadership roles for YPO (Young President’s Organization), including Chairperson for YPO Pacific Chapter, and Chairperson for the Deal Network, a global dealmaking network focusing on raising capital, M&A, and preparing a company for a liquidity event. We’re thrilled to have Debra on board and excited to see the impact she’ll make! Feel free to reach out to Debra Fine at [email protected].

As we head into the holiday season, we would like to take the opportunity to thank you for your continued support.?We appreciate the partnership and friendship along the way.??? Wishing you and your loved ones a wonderful holiday season and much happiness in the new year!

Many expected the Fed’s reduction of interest rates in Q3 to spark more of the middle market M&A activity that has been waiting on the sidelines. However, despite improved debt markets and lower interest rates, we have yet to see the market as a whole respond accordingly. Dealmakers expect more of the same for the balance of 2024 but share optimism about M&A activity rising in 2025.? ? Here are some of the topics you can learn more about in this quarter’s DEAL Insider: ?? Interest Rates & M&A Activity: Rates began declining, but M&A activity has yet to respond as hoped ??Valuation Multiples: Smaller deals showing more valuation multiple strength than bigger deals ??Election Closure Impact: The election process closure and outcome has created significant dealmaker optimism about 2025 ??Future Market Conditions: Both Private Equity and Strategics see 2025 as a favorable year to transact The D.E.A.L. Playbook In keeping with Pursant’s commitment to thought leadership and educating middle market businesses owners on how to prepare for and execute strategic transactions, our firm recently hosted a two-day seminar. The D.E.A.L Playbook focused on preparing business owners for a Divestiture, Exit, Acquisition, or Liquidity Event. In this issue of the DEAL Insider, we are sharing some highlights from these topics: ??Planning For the Next Chapter in Life ??Ten Steps for Acquisition Strategy Execution ??Building Your Deal Team ??M&A Legal Matters – Pre-sale Prep and LOIs ??Surviving Due Diligence If you have any questions, please feel free to contact any of us at Pursant or [email protected].

Join Scott Glickson at the PAVE/X Show Conference on January 28-30, 2025 as he will be speaking on "The 2025 M&A Outlook for the Pavement Maintenance Industry". The M&A market in the paving and pavement maintenance industries is certainly dominating conversations. Scott will share best practices on ways to optimize M&A transactions in the pavement maintenance industry. Attendees will learn what they need to know before selling their business, the key pieces overlooked in many sales transactions. Finally, Scott will share the overall outlook for M&A in the pavement maintenance industry. For more event information, please visit https://www.pavexshow.com/

Join us on January 15-17, 2025 at the Building Service Contractors Association International (BSCAI) CEO Seminar as Mark Herbick will be speaking on "M&A Is On The Minds of Many Business Owners, But Most Don’t Have An Exit Strategy?". During this session, Mark will cover the state of M&A in the middle market and BSC sector. He will also share how to: ?? Develop an exit strategy that focuses business owners on the best practices for growing and capturing the maximum value of what may be their most valuable asset, their company. ?? Successfully transition to the next chapter post-transaction with new perspective, focus and passions after living a life where for so long, a business owner’s business was their identity. ?? Stay abreast of the M&A market is important but having an exit strategy is a must for a business owner that desires the optimal post-transaction outcome, economically and personally. For more information about the event, please visit https://lnkd.in/ghEgJT8U Hope to see you then!