Guides on Acquisitions and Holding Companies

Each guide groups related articles under one topic and links to the full answers. Start with the topic closest to the decision in front of you. For the complete list, see all articles.

• Financing an Acquisition: SBA Loans, Seller Notes and Equity
  How buyers fund an acquisition: SBA 7(a) loans, seller financing, earnouts, rollover equity, raising equity from people who know you, and funding later deals without more SBA debt. (45 articles)
• Roll-Ups and Holding Companies: Structure, Strategy and Case Studies
  How to build a holding company and run a roll-up: structure, multiple arbitrage, why roll-ups fail, which industries fit, and public-record case studies such as Constellation, Lifco, Addtech and Teledyne. (42 articles)
• Using Public Stock to Buy Private Businesses
  Using public stock to buy private businesses: paying a seller with shares, whether going public helps acquisitions, public versus private roll-ups, and the routes and rules for listing a holding company. (44 articles)
• Deal Evaluation and Structuring: Valuation, Diligence and Terms
  How to evaluate and structure an acquisition: valuation, due diligence, red flags, letters of intent, asset versus stock purchases, working capital and other deal terms. (38 articles)

Meraki Dealmakers is a service of Meraki Partners, LLC, an advisory firm. It is not a broker-dealer, investment adviser, business broker, law firm or accounting firm. This guide is general information, not legal, tax or investment advice.