Firmex

In partnership with Axial, DealCircle and Divestopedia, Firmex is surveying M&A practitioners on the state of advisory fees for sell-side transactions in the global middle market.

No two years, or two regions, are alike. For our seventh annual survey, we want to hear from M&A practitioners across the globe on advisory fees in their local markets.

Complete the survey anonymously, or provide your responses with the option to be quoted in the final report.

https://fir.mx/FEES23Survey

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What are your Q3 deal volume expectations?

In partnership with Divestopedia, we’ve released our third Deal Flow Bulletin of the year.

In it, you’ll find a look into the status of the M&A market, current advisor sentiment and observations on valuations, success rates and buyers & sellers.

https://fir.mx/3Kq5Rff

The Firmex Deal Flow Bulletin: Q1 2023 The Firmex Deal Flow Bulletin uses virtual data room activity to forecast the volume of deals for Q1 2023.

We’re surveying M&A practitioners for the quarterly Firmex Deal Flow Bulletin. What are your expectations for deal volume and valuations for Q3 2023?

Fill out the short, anonymous survey here: https://fir.mx/3JtdqRw

We’re surveying M&A practitioners for the quarterly Firmex Deal Flow Bulletin. What are your expectations for deal volume and valuations for Q2 2023?

Fill out the short, anonymous survey here:

Survey: Upcoming Deal Volumes in the Middle Market, Q4 2022 This bulletin highlights deal volume expectations among M&A advisors for Q4 2022.

If you haven’t already, find out what 2023 has in store for valuations, success rates, and buyers and sellers in our Q1 Deal Flow Bulletin: https://fir.mx/3YS3GG9

How did health services M&A fare in 2022, and what can we expect in the year ahead?

Find out in our latest article: https://fir.mx/3Eb5CS9

How Health Services M&A Fared Against Global Macroeconomic Headwinds Like much of the global economy in 2021, M&A activity in the health services sector hit record volumes and valuations that year. As 2022 approached, analysts expected activity and valuations to remain high, though perhaps not high enough to surpass those 2021 records.

What are your predictions for deal flow in 2023?

In our Q1 Deal Flow Bulletin, 58% of surveyed advisors expect volume to increase, with only 17% saying it will fall.

Look at our Q1 forecast for the middle market:

The Firmex Deal Flow Bulletin: Q1 2023 The Firmex Deal Flow Bulletin uses virtual data room activity to forecast the volume of deals for Q1 2023.

What are your expectations for deal volume in 2023?

For a look at the status of the M&A market this quarter, current advisor sentiment, and predictions for the year ahead, read our Q1 2023 Deal Flow Bulletin.

In it, you’ll find year-over-year comparisons and observations on valuations, success rates, and buyers and sellers.

https://fir.mx/DFB23Q1

The Firmex Deal Flow Bulletin: Q1 2023 The Firmex Deal Flow Bulletin uses virtual data room activity to forecast the volume of deals for Q1 2023.

How did renewable energy project financing fare in 2022, and how confident are finance execs about the year ahead?

Find out in our new Project Financing Survey Report:

Firmex Survey: Renewable Energy Analyzing Project Financing and 2023 Sentiment

On January 25, discover why getting the best valuation starts with a virtual data room.

We’ll be discussing how business owners can succeed with their sale by understanding the features VDRs have to offer, and best practices for using a VDR at different stages of the sale process.

Learn more here: https://fir.mx/3iImDeT

It’s time to get your fees questions answered!

In partnership with Axial and Divestopedia, Firmex’s sixth annual M&A Fee Guide 2022-2023 is now available. Get insights from the authoritative source on M&A fees for sell-side engagements in the middle market.

Read it here: https://fir.mx/FEES22



Thank you to our contributors Alfredo Garcia at Axial and John Carvalho at Divestopedia, as well as all the M&A practitioners who shared their knowledge with us.

M&A Fee Guide 2022-2023 — North American Edition Now in its 5th year of publication, Firmex’s M&A Fee Guide 2021-2022 is the authoritative source on M&A fees for sell-side engagements in the middle market.

Thanks to our dedicated customers’ reviews, Firmex is honored to announce three exciting new achievements!

🏅Ranked a 2022 gold medalist in the Data Quadrant Awards by SoftwareReviews
🏅Placed on the 2022 Capterra Shortlist for virtual data room software
🏅Designated a leader in the virtual data room space by G2

Read more about the awards and see what our customers have to say here: https://fir.mx/3h8AKsJ

Thank you to SoftwareReviews, Capterra and G2, but most importantly, our customers for making this possible.

Virtual Data Room Reviews Firmex Recognized as a Top Performer in the Virtual Data Room Space

Let’s talk about M&A Fees.
After a record year in volume and valuations, followed by the impacts of disruption, the M&A market is in a period of recalibration. How have fees and cost structures adjusted?

Tell us and contribute to the sixth annual Firmex M&A Fee Guide for 2022-2023.

Fill out the questionnaire here:

Share Your Insights on the Current State of M&A Advisory Fees Firmex’s sixth annual M&A Advisory Fees survey is now underway. Take the survey to be a part of the most authoritative source on middle market M&A fees.

For a look at the status of the M&A market this quarter, read our Q4 2022 Deal Flow Bulletin, presented in partnership with Divestopedia.

In it, you’ll find forecasting on deal volume, as well as observations on valuations, deal terms, financing availability, and more.

https://fir.mx/3CdDpIr

The Firmex Deal Flow Bulletin: Q3 2022 The Firmex Deal Flow Bulletin uses data on virtual data room openings to forecast the volume of deals for Q3 2022.

In episode #5 of Firmex Chats, Henry Fairpo of The Castaing Group sits down with us to discuss deal preparation, risk mitigation, and all things due diligence.

Watch it here now: https://fir.mx/3fDGBpc

Firmex Chats with Henry Fairpo of The Castaing Group Henry Fairpo of The Castaing Group sits down with us to discuss deal preparation, the benefits of using a virtual data room, and all things due diligence

Prepping for due diligence? Save time by downloading our free, editable due diligence checklists. Not only will they save you time by ensuring you have all the right documents you need, but you can import them directly into your VDR to create a folder structure, for a simple, streamlined process. Most recently, we added a renewable energy checklist that’s available for download.

Download our due diligence checklists here: https://fir.mx/3C6CQ4X

Learn how to import a folder structure via a spreadsheet here:
https://fir.mx/3BKhYQG

Due Diligence Checklists Our due diligence checklists provide a comprehensive overview of action items to ensure you have all the right documents on hand.

What changes and challenges to valuations, financing availability, and success rates are advisors seeing and anticipating for the third quarter?

Read our Q3 2022 Deal Flow Bulletin, presented in partnership with Divestopedia, for deal flow observations and forecasting:
https://fir.mx/3oCsm5f

The Firmex Deal Flow Bulletin: Q3 2022 The Firmex Deal Flow Bulletin uses data on virtual data room openings to forecast the volume of deals for Q3 2022.

Global problems don’t necessarily mean universal impacts. How are different geographical regions and economies responding to disruption in the lower middle-market? From the US, Colombia, Japan, Italy, and South Africa, five M&A advisors answer our questions about the regional impacts of global disruption.

Read the Q&A here: https://fir.mx/3RILlIB

Regional Responses to Disruption in the Lower Middle-Market From the US, Colombia, Japan, Italy, and South Africa, five M&A advisors answer our questions about the regional impacts of global disruption.

Reflections from a seasoned tech adviser, David W. Rowat of Strategic Exits Partners, on the intersecting dynamics that inform how entrepreneurs respond to and prepare for volatility.

As a tech entrepreneur, what factors should you be considering? Read here:

How Should Private Tech Entrepreneurs Manage in Volatile Times? Reflections from a seasoned tech adviser on the intersecting dynamics that inform how entrepreneurs respond to and prepare for volatility.

In episode #4 of Firmex Chats, Michael Lamm of Corporate Advisory Solutions sits down with us to discuss the value of taking a tech-first approach when deal-making, the importance of speed during transactions, and misconceptions about the sale process.

Watch it here now: https://fir.mx/FC4

Firmex Chats With Michael Lamm of Corporate Advisory Solutions Michael Lamm of Corporate Advisory Solutions sits down with us to discuss the value of taking a tech-first approach when deal-making, the importance of speed during transactions, and misconceptions about the sale process.

With Q3 around the corner, what factors do you expect will have the greatest impact on deal activity?

In a short survey, contribute to the next Firmex Deal Flow Bulletin by telling us about your firm’s Q3 deal volume expectations: https://fir.mx/3xMqEDJ

In episode #3 of Firmex Chats, Will Fischtein and Alex Shteriev of Beacon Mergers & Acquisitions sit down with us to discuss presale requirements, valuations in macroeconomic context, and sectors seeing increased interest.
Watch it here now: https://fir.mx/FC3

Knowing you’re ready to buy is one thing, knowing how to go about it is another.

As you lay out your strategy, take a look at our latest article, Buy-Side Considerations for First-Time Acquirers. https://fir.mx/39SEvyV

Data and perspectives for dealmakers.

Look at our Q2 forecast for the middle market: https://fir.mx/3KVOErh

In partnership with Divestopedia and DealCircle