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Crafting a Competitive LOI in Lower Middle Market M&A

In the lower middle market — typically deals between $10 million and $100 million — the letter of intent (LOI) serves as a pivotal document that sets the tone for the transaction, shapes the seller’s expectations, and...more

How to Write an Effective Search Fund PPM (From The Lawyers Who Wrote The Model)

Preparing a private placement memorandum (PPM) to share with potential investors is typically the first step for most searchers as they begin their search journeys. A PPM is, in essence, an introduction to the searcher and...more

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