MERGERSCORP's Podcast

Edward Sklar at NY Family Office Forum 2025: Key Insights on Private Equity & Global M&AGet an inside look at the most critical discussions from the IVYFON NEW YORK CITY FAMILY OFFICE OUTLOOK 2025 FORUM!In this essential session, Edward Sklar, Chief Operating Officer of MergersCorp M&A International, breaks down the current trends and future outlook for:Private Equity Strategies: Learn where family offices are finding the most compelling opportunities and how they are navigating deal complexity in 2025.Global M&A Deals: Edward shares an advisor's perspective on structuring international transactions, managing geopolitical risk, and unlocking value in a dynamic global market.Lower-Middle Market Focus: Gain insights into MergersCorp’s expertise and how their approach to M&A advisory helps businesses thrive in the competitive landscape.If you are an investor, family office principal, or M&A professional, this video provides actionable intelligence on where the smart money is moving.Event Details & CreditsSpeaker: Edward Sklar, COO, MergersCorp M&A InternationalEvent: IVYFON NEW YORK CITY FAMILY OFFICE OUTLOOK 2025 FORUMLocation: Polsinelli, New York, NYDate: November 11th-12th, 2025We thank the Ivy Family Office Network (IVYFON) for organizing this premier event and for the video.

Strategic growth through acquisitions is the fastest path to market dominance. This episode breaks down the process of aligning M&A with your corporate strategy, focusing on identifying targets that provide crucial synergies, accessing new geographies, and acquiring critical technology or talent. Learn how a proactive approach ensures M&A drives superior value over organic growth alone.

Selling a business is one of the most important decisions an owner makes. This episode details the MergersCorp sell-side playbook for maximizing value, covering the critical stages: pre-sale preparation (cleaning financials), business valuation, creating a competitive buyer pool, and expert negotiation to ensure the best possible price and terms for your exit.

Strategic divestitures are powerful tools for corporate renewal. This episode breaks down the process of proactively selling a non-core asset to unlock capital, fund growth in core businesses, and increase overall shareholder value. We cover asset separation, due diligence preparation, and structuring the deal to minimize stranded costs and tax liabilities.

Joint Ventures (JVs) are powerful growth tools, but they often fail due to poor structure. This episode breaks down The MergersCorp JV Framework, detailing its phases: from strategic rationale and partner selection to operating model design and exit planning. Learn how a rigorous framework ensures clear governance, alignment on performance metrics, and management of cultural risk.

A Golden Visa offers the ultimate blend of investment return and global mobility. This episode explores the top programs globally (e.g., Portugal, Greece, Malta), detailing the minimum investment thresholds, common avenues like real estate or fund subscriptions, and the clear pathway to securing permanent residency and citizenship for your family.

Asset Protection is essential wealth management. This episode breaks down proven solutions, including the strategic use of Limited Liability Companies (LLCs), Domestic Asset Protection Trusts (DAPTs), and Offshore Trusts. Learn the legal frameworks required to insulate personal and business assets from potential future litigation and judgments.

M&A Mentoring is the secret weapon for sustained transactional excellence. This episode explores the critical elements of successful mentorship: structured knowledge transfer, real-time deal coaching, and providing feedback on due diligence and valuation skills. Learn how firms cultivate high-performing M&A teams through dedicated guidance.

M&A Strategy Advisory is the vital first step in any successful transaction. This episode details how advisors help companies formulate a clear M&A thesis, identify areas for inorganic growth, conduct a thorough portfolio review, and establish clear acquisition criteria. Learn how strategic planning dictates the ultimate success and value creation of your deals.

Expanding into new countries is complex, but the rewards are vast. This episode details Global Market Entry Advisory services, covering the essential steps: market sizing, competitive analysis, defining the optimal entry mode (JV, M&A, Greenfield), and navigating crucial regulatory hurdles and cross-cultural business practices.

Acquiring a soccer club is unlike buying any other business. We break down the unique challenges of M&A in sports, focusing on: club valuation (which includes tangible and intangible assets like the brand and player contracts), navigating strict league regulations (e.g., Financial Fair Play or FFP), and managing the passionate fan base and community stakeholders during a transaction.

The departure of key leaders can destroy deal value. This episode breaks down effective Succession Planning in M&A, detailing strategies for founder transition, structuring retention bonuses for critical talent, and creating a robust post-merger organizational structure. Learn how to ensure leadership continuity and secure the long-term success of the combined entity.

Securing the right funding requires a holistic approach. This episode breaks down Comprehensive Capital Solutions, detailing how firms structure financing that perfectly aligns with strategic goals. We cover everything from senior debt and mezzanine financing to private equity placement and hybrid securities, ensuring an optimal capital stack for any business need.

Project Finance is the complex art of funding major infrastructure (like roads, power plants, or telecom networks). We detail the essential solutions, focusing on the non-recourse debt structure, the role of Sponsors, and the use of special purpose vehicles (SPVs). Learn how to allocate risk among multiple parties to secure large-scale, long-term capital.

Operating globally requires specialized financial expertise. This episode demystifies Global Financial Advising Services, covering critical areas like cross-border M&A, managing foreign currency risk, optimizing international tax structures, and setting up compliant global wealth management strategies. Essential listening for multinational corporations and high-net-worth individuals.

Bridging finance is essential for time-sensitive transactions, acting as a crucial, short-term financial gap-filler. This episode explains how these loans work, their higher interest rates, common uses in real estate acquisitions (especially auction purchases), and the clear exit strategy required to successfully repay the loan once permanent funding is secured.

When financial distress hits, Debt Restructuring can be the lifeline. This episode details key solutions, including negotiating covenants waivers, executing debt-for-equity swaps, and understanding different forms of renegotiation (e.g., extensions, interest rate reductions) to stabilize cash flow and regain business stability. Essential for companies facing liquidity crises.

Corporate Governance doesn't have to be a bureaucratic bottleneck. We detail streamlined solutions that improve board effectiveness, simplify compliance processes, and enhance shareholder communication. Learn how to leverage technology to manage documentation, ensure regulatory adherence, and achieve a transparent, efficient governance structure.

Securing a deal requires both expert advice and the necessary capital. This episode details the integrated approach of M&A Advisory and Capital Raising Solutions. Learn how a single partner guides you from target identification and valuation to structuring the deal and successfully securing the debt or equity financing required for closing.

M&A Strategic Advisory is where successful deals begin. This episode breaks down how advisors help companies define their M&A thesis, identify and prioritize strategic fit with targets, assess market landscape, and determine the optimal approach (buy, build, or partner). Essential listening for C-suite and corporate development teams.

Divesting a FINMA-regulated entity in Switzerland presents unique challenges, particularly regarding confidentiality and mandatory approvals. We explain the required regulatory due diligence, the process for securing FINMA non-objection, and the specialized transaction structures needed to ensure a compliant and timely closing in the Swiss financial services sector.

Deal Negotiation is the ultimate high-stakes chess match in M&A. We dissect the critical stages, focusing on setting the anchor price, structuring earn-outs and contingent payments, and negotiating key terms like indemnification and representation and warranties (R&W). Learn the strategies that secure optimal deal value for buyers and sellers.

Deal Sourcing is the lifeblood of investment. We explain the process used by top firms to systematically identify and engage with companies that fit their investment thesis. Learn the difference between proprietary deal flow and auction processes, and master the techniques for market mapping, targeted outreach, and leveraging your network to secure the best opportunities.

Securing the right capital at the right time is non-negotiable for growth. This episode breaks down the Capital Raising Essentials, covering the difference between Equity Financing (Venture Capital, Private Equity) and Debt Financing (Term Loans, Bonds). Learn the key steps in due diligence, preparing the investor pitch, and structuring the deal to maximize your company's valuation.

A Management Buyout (MBO) is a complex but powerful transaction. We explain how existing managers secure financing (often through Private Equity and leverage) to acquire the company they run. Learn the valuation, due diligence, and deal-structuring steps that turn employees into successful owners.

Asset Management Companies (AMCs) face intense regulatory scrutiny and operational complexity. This episode details the comprehensive advisory services required for success, including regulatory compliance (SEBI/SEC), fund structuring, risk management, and optimizing operational efficiency. Essential guidance for fund managers and institutional investors.

What exactly does a top-tier advisory firm like MergersCorp do? We map out the comprehensive services, from M&A deal origination and due diligence to complex capital structure optimization and financial restructuring. Learn how a single advisory partner provides end-to-end guidance to achieve strategic goals and navigate market complexity.

Corporate Financial Advisory is the strategic guidance that drives major business decisions. This episode details the full spectrum of services, including Capital Structure Optimization, Mergers & Acquisitions (M&A) Support, Financial Restructuring, and Business Valuation. Learn how expert advisors unlock strategic growth and improve shareholder value.

The roll-up strategy is a powerful form of growth M&A. We break down how investors acquire multiple small companies (bolt-ons) in fragmented industries, merge them into a single platform, and generate massive returns through economies of scale and multiple arbitrage. Essential listening for strategic growth.

The deal is closed—now the real work begins. We detail the essential framework for successful Post-Merger Integration (PMI), covering the critical streams: aligning organizational culture, merging IT systems, harmonizing operations, and achieving promised synergies. Learn how to mitigate disruption and ensure the acquired value is fully realized.

Successful M&A starts with superior deal sourcing. This episode breaks down the strategic origination process: how to move beyond inbound deal flow to proactively identify proprietary targets that perfectly match your strategic goals. We cover the core techniques like market mapping, targeted outreach, and leveraging technology to build a high-quality M&A pipeline.

Whether you're buying, selling, or seeking strategic growth, M&A Advisory Services are essential. We break down the comprehensive support provided by firms like MergersCorp, covering Strategic Planning, Target Identification, Valuation, Negotiation, and crucial Post-Merger Integration to ensure maximum deal value.

Due diligence is your only shield against hidden liabilities and post-merger surprises. We detail the comprehensive services MergersCorp offers, spanning Financial, Legal, Operational, and Commercial reviews. Learn how a robust investigation verifies the target's value, mitigates risk, and informs the final deal price and structure.

Equity restructuring is more than just a balance sheet exercise—it's a fundamental reset for growth. We cover the core mechanisms like stock splits, share buybacks, and the strategic use of Debt-Equity Swaps to stabilize and optimize your company's ownership and capital structure.

SPAC M&A (De-SPAC) presents unique complexities compared to traditional mergers. In this episode, we lay out the essential due diligence checklist and tactical playbook for sponsors, targets, and investors. Learn how to successfully navigate the regulatory gauntlet, value the target company accurately, and manage shareholder redemptions to ensure a smooth transition from a shell company to a publicly traded entity.