Summarizing the 2018 M&A Holdback Escrow Study

By Troy Ungerman (Toronto) on November 22, 2018 Posted in M&A

One of the common tools to mitigate transaction risk is a holdback escrow, where the buyer can retrieve funds in escrow if the seller fails to meet certain terms of the purchase agreement. There are numerous benefits to holdback escrows, such as broad claim coverage, publicly-available payout statistics to assist with cost estimation, and shared … Continue reading

Investor confidence, disruption risk and US tax reform will continue to spur M&A activity

By Troy Ungerman (Toronto) on February 22, 2018 Posted in M&A, Tax

JP Morgan recently released its 2018 Global M&A Outlook report, predicting that 1) investor confidence from solid GDP growth, 2) disruption risk from technological change, and 3) opportunities from the passing of the US tax reform will drive significant M&A activity in the year ahead. Investor confidence In 2017, nine out of ten equity sectors … Continue reading

Cross border M&A in 2017

By Troy Ungerman (Toronto) on September 21, 2017 Posted in M&A

Following the surge of mergers and acquisitions in the final quarter of 2016, many attempted to predict whether 2017 would follow suit. For instance, the Financial Times anticipated that the increase in mergers and acquisitions would carry into 2017. Similarly, JP Morgan forecasted that companies would adapt and cross-border deals would continue to surge, despite political changes and … Continue reading