Our Insights

David Traversi David Traversi

M&A: In a Sale Transaction, Holdbacks Reduce the Seller’s Proceeds

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: There are a variety of holdbacks - money held back from the purchase price at closing - that buyers like in M&A transactions. You'll need an experienced advisor like Traversi & Co. Traversi help you navigate this complex area.

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David Traversi David Traversi

Sellers in an M&A Transaction Normally Like Stock Sales

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: There are significant risk- and tax-based reasons for sellers to prefer a stock sale structure. Working with your lawyers, Traversi & Co. can advise you on how to accomplish a balanced sale transaction that serves the needs of both parties.

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David Traversi David Traversi

Buyers in an M&A Transaction Normally Like Asset Purchases

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: With significant risk- and tax-based reasons for buyers preferring an asset purchase structure, as a seller you'll need a firm like Traversi & Co. advising you on how to accomplish a balanced sale transaction that serves the needs of both parties.

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David Traversi David Traversi

Stock vs. Asset Sale in an M&A Transaction

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Whether a business sale transaction is structured as an asset sale or stock sale has significant practical and economic implications. Working with premier M&A lawyers, Traversi & Co. can guide you to the optimal structure.

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David Traversi David Traversi

Best Investment a CEO Can Make

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: To maximize growth and, ultimately, the results of a sale, the best CEOs invest in executive team building, which offers perhaps the best ROI of executive actions.

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David Traversi David Traversi

The Best C-Level Executives Do This

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: The best C-level executives get executive coaching. Their jobs depend on it.

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David Traversi David Traversi

The Upside from Executive Coaching Is Infinite

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: In preparing your company for growth, and possibly a sell-side M&A transaction, the value of executive coaching is immense.

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David Traversi David Traversi

Two Types of Executive Coaching

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: There are two types of executive coaching. It's not that complicated. But it can be complex. Traversi & Company is among the best at employing coaching to drive growth and, ultimately, a successful sell-side event.

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David Traversi David Traversi

Avoiding the Re-trade

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Avoiding the Re-trade. Traversi & Company advises on how to address, and hopefully avoid, the re-trade in an M&A transaction.

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David Traversi David Traversi

Pigs Get Fat; Hogs Get Slaughtered

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Be careful about holding out for the last dollar when selling your company. At Traversi & Company, we will guide you to your your finest “transactional judgment” and away from costly mistakes.

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David Traversi David Traversi

M&A: Hiring the Right Lawyer and Tax Expert is Critical

Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: The best sell-side transactions result from the efforts of a team - a team of company executives, outside lawyers and accountants, and a sell-side M&A advisor. At Traversi & Co. we will only work in situations where a highly capable team is in place.

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David Traversi David Traversi

M&A Bill of Rights

M&A Client Bill of Rights. If you use an M&A advisor, you deserve and should insist on the highest level of service in all respects.

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