Notes

Chapter 1

1. Unless otherwise stated, public companies are defined herein as those entities that trade on a public exchange and have a float of more than $500 million.

2. Robert T. Slee, “Public and Private Capital Markets Are Not Substitutes,” Business Appraisal Practice, Spring 2005.

3. Richard M. Trottier, Middle Market Strategies (Hoboken: John Wiley & Sons, 2009), Chapter 1.

4. John K. Paglia, Pepperdine Private Capital Markets Project Survey Report, http://bschool.pepperdine.edu/privatecapital, April 2010.

5. Robert T. Slee and Richard M. Trottier, “Capital Market Segmentation Matters,” Business Appraisal Practice, Summer 2006.

6. Paglia, Pepperdine Private Capital Markets Project Survey Report.

Chapter 3

1. Deloitte & Touche LLP, “Corporate Development 2010: Refining the M&A Playbook.”

2. Robert T. Uhlaner and Andrew S. Wes, “Running a Winning M&A Shop,” McKinsey Quarterly, www.mckinseyquarterly.com, March 2008.

3. Allen Burchett, SR VP Strategic Initiatives, ABB North America, “Corporate Development,” presentation, Fall 2010.

4. Id.

5. Id.

6. Gerald Adolph, Simon Gillies, and Joerg Krings, “Strategic Due Diligence: A Foundation for M&A Success,” in The Whole Deal: Fulfilling the Promise of Acquisitions and Mergers, ed. Michael Sisk and Andrew Sambrook (New York: strategy+business Books, 2006).

7. Id.

8. Allen Burchett, “Corporate Development.”

9. Consolidated Communication, 7/2/2007 8-K SEC Filing.

10. David A. Cohen, managing director of Diamond Capital Partners ...

Get Middle Market M: Handbook for Investment Banking and Business Consulting now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.