Creating a Platform: Value Creation through M&A Roll-Up Acquisitions

Edward Sklar COO of MergersCorp @ NY Family Office Forum 2025 Private Equity & Global M&A Deals

Edward Sklar at NY Family Office Forum 2025: Key Insights on Private Equity & Global M&A Get 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 & Credits Speaker: Edward Sklar, COO, MergersCorp M&A International Event: IVYFON NEW YORK CITY FAMILY OFFICE OUTLOOK 2025 FORUM Location: Polsinelli, New York, NY Date: November 11th-12th, 2025 We thank the Ivy Family Office Network (IVYFON) for organizing this premier event and for the video.

Swiss M&A and FINMA: Navigating Regulatory Divestitures in Financial Services

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.

Creating a Platform: Value Creation through M&A Roll-Up Acquisitions

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.

Capital Raising Essentials: The Blueprint for Funding Growth and Innovation

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.

Succession Planning in M&A: Protecting Value and Ensuring Post-Merger Continuity

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.