Advisory Insights

In an industry often characterised by transactional relationships and short-term thinking, Smarter Mergers has built its practice on a fundamentally different philosophy: long-term relationships, transparent advisory, and alignment of interests with clients. We explain why this approach consistently

Optimal transaction financing requires matching the capital structure to the specific characteristics of the transaction, the target business, and the acquirer’s balance sheet. We examine the full range of financing structures across leveraged buyouts, growth acquisitions, and cross-border transacti

M&A negotiation is a complex, multi-party process where poorly executed negotiation strategy can cost clients millions. We examine the core principles of effective M&A negotiation, the common mistakes that destroy value, and the tactical approaches that the most experienced advisors deploy in challe

Deal origination quality is the defining differentiator between the best M&A advisory firms and the rest. We examine the deal origination methodologies employed by top-tier advisory firms, the role of proprietary networks and sector expertise, and how Smarter Mergers’ approach to deal origination be

A well-constituted advisory board can transform a company’s capabilities, networks, and credibility — particularly for mid-market businesses seeking to compete with larger peers. We examine how to structure an advisory board for maximum impact, how to attract the right advisors, and how to convert a

Market leakage during an M&A process can be catastrophic — damaging staff morale, alerting competitors, and undermining negotiating position. We examine the confidentiality frameworks that sophisticated advisors deploy, the risks of inadequate information controls, and best practice for managing sen

Valuation methodology selection has a material impact on transaction outcomes. From DCF analysis to comparable transactions and asset-based approaches, the choice of methodology must reflect the business’s characteristics, the transaction type, and the parties involved. We examine each major approac

Senior finance professionals on major transactions are frequently positioned to introduce advisory mandates, yet many are unfamiliar with how referral fee arrangements work in practice. This guide examines standard referral structures, documentation requirements, and how to formalise referral relati

Many business owners engage M&A advisors too late in the process, limiting the value an advisor can add. This guide examines the optimal timing for advisor engagement, what to look for in selecting an advisory firm, and how to structure the advisory relationship to maximise deal outcomes.