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Resources and Whitepapers | Marx Group Advisors

RESOURCES AND WHITEPAPERS

  • WHITEPAPERS
  • Remember college Cliff Notes? Here’s a way to increase your Merger and Acquisition IQ in minutes. If you are thinking about buying a business, selling a business, or could use more funding for an existing business, our series of whitepapers will be indispensable in evaluating your next step

  • Lifecycle of Mergers and Acquisitions

  • Marx Group Advisors has identifies five phases of the lifecycle of a merger or acquisition. We trust this helps you embark on this journey with greater confidence.

  • Lifecycle of Mergers and Acquisitions | PDF View Whitepaper
  • Transaction Types: Mergers and Acquisitions, Divestiture and Asset Sales, Joint ventures and Alliances, Going Private

  • Marx Group Advisors explores the four basic types of transfer of ownership transactions and explains in broad terms the situations, internally and externally, that could make one transaction preferable over the others:

  • 1. Mergers and acquisitions

  • 2. Divestitures and asset sales

  • 3. Joint ventures and alliances

  • 4. Going public or private

  • Transaction Types: Mergers and Acquisitions, Divestiture and Asset Sales, Joint ventures and Alliances, Going Private Transactions | PDF View Whitepaper
  • THE ADVANTAGE ARCHIVES Subscribe to "The Advantage" | Marx Group Advisors
  • Our archives of The Advantage, Marx Group Advisor’s monthly e-newsletter, has a range of articles on topics related to buying, selling or financing a business. Topical, easy to read and informative, these newsletters are designed to help your company navigate transactions with intelligent M&A strategy. Many of the articles archived also feature a whitepaper on featured topics for more complete information.
  • Mapping the M&A Journey... Tom Marx and Paul Cooperstein

  • Before leaving on a journey it's always useful to have a map to navigate your way from where you are to where you want to go. As part of our series of white papers, Marx Group Advisors has identified the four basic types of transfer of ownership transactions. This version is the synopsis of the article that is available FREE to our readers. Email Tom Marx (tmarx@marxgroupadvisors.com) for access to a PDF of the entire article. We trust this helps you embark on this journey with greater confidence.

  • Mapping the M&A Journey... Tom Marx and Paul Cooperstein | PDF View Article
  • Valuation is More Than Just a Formula
  • Tom Marx and Paul Cooperstein

  • An initial offer to buy a business is customarily presented in the form of a Letter Of Intent (LOI). Typically the LOI includes many significant material terms and conditions such as price, asset sale or stock sale, financing conditions, due diligence requirements, noncompetition for the owners and other terms that the offering party considers vital.

  • Mapping the M&A Journey... Tom Marx and Paul Cooperstein | PDF View Article
  • Lifecycles of Mergers and Acquisitions – Are you Prepared?
  • Tom Marx and Paul Cooperstein

  • There are five phases of a merger or acquisition that, if fully respected and developed, can make the difference between a successful transaction that works for all parties involved and lay the groundwork for seamless transition, or if ignored or under-executed can spell disaster.

  • Mapping the M&A Journey... Tom Marx and Paul Cooperstein | PDF View Article
  • MARX GROUP ADVISORS MATERIALS
  • Marx Group Advisors Sell Sheet

  • This one sheet explains in clear, concise detail why Marx Group Advisors is the premier, unequivocal consultant choice for automotive aftermarket companies experiencing a major change in company ownership, financial support or company integration. Read the profiles of founders, Tom Marx and Paul Cooperstein, and review the scope of services available from Marx Group Advisors.

  • Why do you need Marx Group Advisors? | PDF View SellSheet