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The Buyer's Boardroom
Alaris Acquisitions
24 episodes
1 week ago
Welcome to the wild world of M&A, where owners of wealth management firms venture into uncharted territory, hoping to strike a deal. It's a tricky path to navigate; who are the buyers? How do they think? What do they look for? How can I maximize my firm's value? How do we vet a partnership? Fear not, brave entrepreneurs! Hosts Allen Darby and Jacqueline Martinez are here to guide you through this unfamiliar terrain, helping you uncover what buyers really want and how to avoid the landmines that can blow up a deal.
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Business
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All content for The Buyer's Boardroom is the property of Alaris Acquisitions and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the wild world of M&A, where owners of wealth management firms venture into uncharted territory, hoping to strike a deal. It's a tricky path to navigate; who are the buyers? How do they think? What do they look for? How can I maximize my firm's value? How do we vet a partnership? Fear not, brave entrepreneurs! Hosts Allen Darby and Jacqueline Martinez are here to guide you through this unfamiliar terrain, helping you uncover what buyers really want and how to avoid the landmines that can blow up a deal.
Show more...
Business
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Navigating M&A in a Market Downturn
The Buyer's Boardroom
25 minutes 43 seconds
6 months ago
Navigating M&A in a Market Downturn

Navigating M&A Deals Through Market Downturns

Market volatility got you worried about your M&A deal? Recent market downturns, even seemingly moderate ones impacting portfolios by around 6%, can significantly affect a company's sellable EBITDA, creating uncertainty for both buyers and sellers deep in the transaction process.

In this episode, we tackle this challenge head-on. Sellers understandably don't want short-term market dips to penalize their long-term value, while buyers need confidence in current valuations for their stakeholders and lenders. How do you bridge this gap and keep deals moving forward fairly?

We explore the perspectives of both parties, emphasizing that successful M&A is a long-term partnership, not an opportunity to exploit temporary market fluctuations. Discover the practical ways market activity can impact deal structure – from valuation adjustments to putting retention payments at risk.

More importantly, we dive into creative, actionable solutions that go beyond simply pausing or walking away. Learn about strategies like:

  • Using historical AUM or revenue periods for valuation benchmarks.
  • Structuring earn-outs tied to future dates, allowing time for market recovery or organic growth.
  • Focusing retention calculations on controllable factors like net new assets, excluding market noise.
  • A key technique: Giving sellers the flexibility to elect extensions on measurement periods for contingent payments, balancing risk fairly.


Tune in to understand the risks and rewards of different approaches and learn how Alaris Acquisitions facilitates constructive conversations to find mutually agreeable paths forward, ensuring deals stay on track even when markets are choppy.

Join the Conversation: We invite you to share your thoughts on this approach. Email your reactions to ⁠⁠boardroom@alarisacquisitions.com⁠⁠. 

The Buyer's Boardroom
Welcome to the wild world of M&A, where owners of wealth management firms venture into uncharted territory, hoping to strike a deal. It's a tricky path to navigate; who are the buyers? How do they think? What do they look for? How can I maximize my firm's value? How do we vet a partnership? Fear not, brave entrepreneurs! Hosts Allen Darby and Jacqueline Martinez are here to guide you through this unfamiliar terrain, helping you uncover what buyers really want and how to avoid the landmines that can blow up a deal.