Acquisition Playbook: Retrading M&A Transactions - Divestopedia Webinar

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February 8, 2023




Retrade is a four letter word in M&A.  They involve buyers adversely changing the agreed upon valuation and terms at the worst possible time (right before the closing) for sellers. Going into a weaker M&A market will surely increase retrades.

CMG's Managing Partner, Michael Carter, spoke at the Divestopedia "Retrading M&A Transactions" webinar. Learn how to avoid retrades and have a closing where everyone is smiling and high fiving.

This discussion covered:
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✔ What is retrading?
✔ What are situations where retrading is appropriate?
✔ How should a buyer handle retrading?
✔ How should a seller handle retrading?
✔ What are alternatives to retrading transactions?
✔ What are the consequences of retrading transactions?

Republished from Divestopedia
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About Carter Morse & Goodrich
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Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million. While CMG provides a full range of investment banking services, our primary focus is representing owners who are pursuing their once-in-a-lifetime M&A transactions. CMG specializes in advising leading companies in niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. CMG fully understands and appreciates the unique dynamics of closely-held businesses and the importance of owner legacies. For 35 years, the combination of our hands-on approach, senior banker attention, strategic guidance, seamless transaction execution and extensive network of domestic and international resources has enabled us to become a trusted advisor to hundreds of business owners.
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CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

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This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax or other professional advice. While the information herein is deemed reliable, CMG cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

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