Gladstone A Specialized Investment Banking Boutique
Home
About Us
Ownership
Sell
Buy
Valuation / Internal Succession Planning
Industry
Merger
Practice
Seminar
Contact Us to get started

 

 


Merger of Equals

In today’s marketplace, it is not uncommon for two firms of similar size and business synergies to look at an avenue to combine both entities for the good of the firms and their clients. A Merger of Equals strategy can offer a way of achieving a corporate development objective other than a traditional acquisition or divestiture. However, the challenges in establishing such a strategy are frequently underestimated, causing a substantial number of such initiatives to fail at significant financial and opportunity cost. The key to a successful Merger of Equals is having a clear strategic rationale, strong relationships and tightly defined terms that address not only typical economic points but also the alliance’s decision-making process, its conflict resolution mechanism, the right of either party to access information, and the right method of exit.

Gladstone provides the expertise and experience in dealing with the many forms of mergers. We identify an appropriate partner for our client, if one has not been pre-identified, and negotiate the ideal structure and terms of the merger in an orchestrated, confidential manner to create a collaborative environment. As negotiations involving sensitive intellectual property are often difficult, Gladstone plays a vital role as intermediary, helping preserve the relationship among principals whose continued trust and communication will be essential to the success of the combined firms going forward.

 

 

Home / About Us / Ownership Succession and Related Issues / Sell-Side Advisory / Buy-Side Representation
Valuation and Internal Succession Planning / Industry Specific Research and Advice / Merger of Equals
Practice Diagnostic Review / Gladstone Seminar / Contact Us