Insights

Author: AllCap Contributor

M&A News + Insights from Allegiance Capital (Q3 2018)

In the ten years since the 2008 Financial Crisis, the U.S. economy has slowly been building steam. Several sectors of the economy are equaling or surpassing pre-Financial Crisis levels of growth. This includes the mergers and acquisitions sector. The number and value of deals over the past few years has started to surpass pre-2008 levels....

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Allegiance Business Cycles Whitepaper

The Business Cycle: Staying Ahead of the Curve Leads to Entrepreneurial Success

Why do the largest hedge funds and financial institutions like private equity (PE) do so well? The answer is they understand market dynamics, like the business cycle, and they use this knowledge to their advantage. Accordingly, business owners need to also spend time understanding the fluctuations of an economy over time and how it impacts...

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The Three Stages of Raising Capital for Entrepreneurs

In order to fulfill their vision, entrepreneurs oftentimes need capital. Many entrepreneurs may be experts in running their business, but they do not always possess the skillset or the patience to pursue the sources of funding needed to enhance their business. Entrepreneurs who prepare and plan for their future needs in support of their business...

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Selling Your Company: 7 Things You Need to Know

Selling you company may be the most important business decision you ever make—but it’s a very strange process. Here’s what you need to know. Selling your company is not simple. It will take longer than you think, and it will be more complicated than you think. And if you’re not familiar with the process, you’re...

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Get Adjusted: Making the Most of your Bottom Line

7 common add-backs that boost EBITDA and company value. When you are ready to sell your business, you may have to adjust your bottom line to maximize company value. Most businesses are valued based upon earnings before interest, taxes depreciation and amortization (EBITDA). While public companies want to maximize their reported earnings, private company owners...

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David J. Mahmood | May 23, 1938 – April 3, 2018

  It is with a sense of deep sorrow and sadness we report the passing of David J. Mahmood, Founder & Chairman of Allegiance Capital Corporation.  David passed peacefully on Tuesday, April 3rd, 2018. David was a self-described “serial entrepreneur,” corporate leader, and industry icon. At age 60, David, and his wife, Connie Mahmood, together launched his eighth business, Allegiance Capital...

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The 3-Ingredient Recipe for a Ripe Exit

7 minute read Today, all of the signs suggest we are in the midst of an inflection point in the M&A market. Currently, there are three main elements, or ingredients, that have transpired in today’s market and have positioned privately-held companies and their shareholders to yield extremely favorable returns if a liquidity event, or sale...

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The Two Emerging Players on M&A’s Main Street

8 minute read Middle-market M&A has traditionally been dominated by two main players: the strategic buyer and the financial buyer, typically a private equity group. In recent years however, the financial buyer landscape has evolved with two new players emerging: the family office and the independent sponsor. Private Equity Recap If you happen to live...

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Getting M&A Deals Done – Generating Demand vs. Supply

I was approached by a private equity group interested in purchasing my company. The partner said they’d looked at 48 companies in my market sector, and this was the first one they liked. They made a non-binding offer that I was happy with, and began due diligence. Ninety days later, they walked away from the...

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Dallas investment banker: Bull market on ‘last wobbly legs’

FULL ARTICLE Jon Prior covers finance for the Dallas Business Journal. One prominent Dallas investment banker is telling clients to plan for a possible slowdown in the U.S. economy. “I think there’s a greater than 50-50 chance of a recession next year,” Allegiance Capital Chairman David Mahmood said in an interview Monday. “This bull market...

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Allegiance Capital Finalist For Investment Bank of the Year

May 31, 2016, NEW  YORK, NY – Allegiance Capital Corporation, a Dallas-based private M&A investment bank that specializes in middle-market transactions, has been selected as a Finalist for Investment Bank of the Year in the 6th annual ACG New York Champion’s Awards. ACG New York, the largest association of middle market deal making professionals in...

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