Regardless of the controversy surrounding ESG, as a framework, it remains important in the public markets and in M&A. Investors continue to want the material ESG aspects of an investment to be evaluated.
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Transitioning to employee ownership and governance requires strategic planning and understanding of market dynamics among employees. When employees are entrusted with oversight of the business, it’s important that they grasp how market forces and competitive pressures influence business decisions.
The landscape of employee ownership is diverse, with several models offering pathways to shared ownership and economic inclusion.
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Over the last 40 years, Private equity (PE) has emerged as a significant influence in the capital markets and represents an option for selling shareholders that should be explored. In this article, we outline the major features of the industry, what drives decision-making, and the strengths and drawbacks of selling to PE. We hope this aids in decision-making and gives the reader an understanding of the nature and variety of firms in the industry.
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Research has shown that as many as 70-80 percent of all mergers fail to meet their original business and financial goals, which is why understanding culture and leadership between organizations during the sale process is so important (and where stakeholder-value is created or destroyed).
Read MoreWelcome to our Q1 2024 report. As an organization committed to Environmental, Social, and Governance (ESG) principles, we extend our gratitude to both our continuing client relationships and our new clients. Your dedication to conducting business with a conscience is the cornerstone of our mutual success. We remain dedicated to supporting responsible businesses - helping them create enterprise value while protecting their purpose, mission, and core values – through capital raising, ownership transition, and/or strategic acquisitions. Those who share our vision of responsible and conscious business and those who are interested in doing the right things for all stakeholders continue to inspire us and the work we do.
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Mergers and acquisitions (M&As) are more than just strategic and financial moves aimed at goals like shareholder liquidity, diversifying revenue streams, increasing market share, achieving economies of scale, or entering new markets. M&A transactions deeply affect the people involved in both organizations, making it crucial to address the “human issues” with intention and care. This is vital to the overall success of the transaction.
This blog explores the critical aspects of merger integration planning, highlighting why it’s important to start these conversations before signing a letter of intent.
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“In the land of banking, quite a curious thing,
Love as a skill, in business did spring.
Not your typical tale, as you might suppose,
A dash of compassion, the story arose.
Communication with stakeholders is critical when selling a business.
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The Global Impact Investing Network (GIIN), a non-profit organization focused on increasing the scale and effectiveness of impact investing with the intention of generating a measurable social and environmental impact alongside financial returns, recently launched an impact measurement tool by the name of IRIS+ .
Read MoreThis LinkedIn article written by Jennifer Ploskina, a Business Development Director of BI Worldwide references a book that we endorse called Conscious Capitalism. The book and associated movement are both optimistic and cautionary.
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The emergence of Purpose Trusts presents a transformative opportunity for companies to align their values and purpose with their ownership structure and preserve the company’s mission post-sale.
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As Environmental, Social, and Governance (ESG) factors have gained traction in the world of finance, one area where ESG is increasingly being incorporated into the process is in mergers and acquisitions (M&A). ESG can create value and mitigate risk in M&A transactions, benefitting it brings both acquirers and target companies.
Whether founders and owners are looking for strategic partners, financial partners, selling or recapitalizing their business, using a purpose-driven lens to identify values-aligned investors is in both parties' best interest. Once identified and agreed upon, these interests can be included in the transaction structure or legal documents such as term sheets, LOIs, conscious contracts, and transaction documents.
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ESG can play an influential role in the due diligence process of M&A transactions. ESG due diligence can help buyers identify ESG-related risks which may impact the overall deal structure and valuation. Working with advisors prior to going to market enables sellers to ensure that they have appropriate regulatory licenses and permits to minimize the risk that a potential buyer’s diligence would result in a decreased purchase price.
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After ESG factors are reviewed during the due diligence process and evaluated when negotiating certain aspects of the deal, there are a few different ways to ensure ESG success in M&A transactions after both parties sign on the dotted line.
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After ESG factors are reviewed during the due diligence process and evaluated when negotiating certain aspects of the deal, there are a few different ways to ensure ESG success in M&A transactions after both parties sign on the dotted line.
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In a major development in the public markets, the Securities Exchange Commission Asset Management Advisory Committee issued a preliminary recommendation that the commission require the adoption of standards by which corporate issuers disclose ESG material risk. The EU has already passed a corporate sustainability reporting directive, which takes effect in 2023.
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