Insights

Insights

Allegiance Capital wants to assist you in tracking the news and information that is most important to you, your company and your industry. We have collected relevant information from a broad range of sources and categorized them for your convenience. Please click on Blogs for access to a wealth of information on today’s market; click on Articles and White Papers below to find the latest news; and view our Videos for interviews with industry leaders and some of our clients.

Allegiance Capital Wins 2019 “Corporate M&A Deal of the Year” by the M&A Atlas Awards

Allegiance Capital Wins 2019 "Corporate M&A Deal of the Year" by the M&A Atlas Awards

Dallas, TX — October 29, 2019 — Allegiance Capital Corporation, a Dallas, Texas-based middle-market M&A investment bank, has been recognized as the winner for “Corporate M&A Deal of the Year” by the M&A Atlas Awards, an independently governed awards that honors legendary leaders, top professionals, outstanding firms and best value-creating transactions. This year’s winner for...

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Articles/Press Releases

It takes a Great Team to Make an M&A Transaction a Success

During my business career that spans more than five decades, I have found that the best lessons are not always straightforward. And they don’t always appear where you‘d expect to find them. In fact, I discovered what amounted to a validation of the Allegiance Capital Corporation business model while reading a McKinsey & Company article...

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White Papers & Infographics

Video

Latest Blog

ALLEGIANCE CAPITAL INSIGHTS – DEEPER DIVE: FINANCING YOUR BUSINESS IN THE NEW ENVIRONMENT

The New Environment COVID-19 has been financially devastating for millions of business owners large and small.  Before the pandemic, many experienced strong sales, a growing customer base and were executing pursuant to a defined and successful business plan.  Following the global economic shut down, all companies are faced with objectively reviewing their operations, strategic plan...

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Frequently Asked Questions

Disclosure is at your discretion. Naturally, there will be some individuals whose involvement in the process will be critical, but they don’t need to be involved in the preliminary stages. More often than not, will be team members that the acquirer will want to retain post-transaction.

There doesn’t have to be a negative impact. Indeed, it’s quite likely that many of your employees will be asked to stay on to ensure the continuity and continued success of the business. Often, employed family members and key team members are the ones who provide continuity during the transition period. Depending on their positions, responsibilities and desire to remain with the company, you can negotiate their stay with an employment contract. These are all part of the conversations to be held with the acquirer while conducting due diligence. Through discussions and the offering documents (CIM or CIP), the importance and relevance of this issue will be clearly communicated to the acquirer.

Our founder David Mahmood believed that those who plan ahead are more successful than those who don’t. Or, stated another way, it’s better to be proactive than reactive. You should know what your options are and continue evaluating the marketplace for a potential sale at all times. That’s what the corporate development teams of large corporations do for their companies. That’s the service we provide to the lower middle market. You don’t necessarily need to do a transaction to consult with an M&A specialist, but you should know your options. You don’t have to sell 100% and walk away. There are deal structures where you can take some chips off the table, reduce your risk, maintain some ownership but assign responsibility for managing the business to someone else. You can have the best of both worlds without all the financial responsibility if you find the right company to partner with.

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