Mergers and acquisitions

Mergers and acquisitions (M&A) can provide lucrative growth opportunities for small businesses, allowing them to expand their operations, diversify their offerings and gain a competitive edge. However, navigating the intricate world of mergers and acquisitions isn’t always easy.

The below insights aims to demystify the mergers and acquisitions process for small business owners, providing valuable insights and practical strategies at every stage.


  1. Mergers and Acquisitions from A to Z by Andrew Sherman – Law attorney and author Andrew Sherman walks you through every step of the mergers and acquisitions process, from valuation to securities laws to closing and successful integration.
  2. Mergers and Acquisitions Playbook: Lessons from the Middle-Market Trenches by Mark A. Filippell – The Mergers and Acquisitions Playbook provides the practical tricks of the trade on how to get maximum value for a middle-market business.
  3. Winning at the Acquisition Game: Tools, Templates, and Best Practices Across the M&A Process by Timothy Galpin – This book shows both practitioners and students of M&A how to successfully mobilize and integrate organisational capability and avoid management missteps to gain a unique advantage and truly “win” at the acquisition game.


  1. Mergers and Acquisitions (M&A): Types, Structures, Valuations by Investopedia – This article breaks down what mergers and acquisitions are, the various types and structures, how they’re financed and more.
  2. Mergers & Acquisitions: The 5 stages of an M&A transaction by PwC – While M&As are never the same, they generally follow these same five stages highlighted by PwC.
  3. Selecting Mergers & Acquisitions Advisories For Small Businesses by Investopedia – This article focuses on how small and medium sized businesses can identify the right M&A advisory partners, important information on services offered by M&A advisory firms, what attributes to look for and what steps to follow to get the best dealing partners.
  4. Mergers & Acquisitions (M&A) by Corporate Finance Institute – This article details the types of acquisitions, when you’d want to consider one and more.


  1. M&A Report 2024 by Bain & Company – Bain & Company’s report includes a look at the state of the market and our optimistic view of the year ahead.
  2. Global M&A Industry Trends by PwC – This report by PwC details how they’re expecting an upswing in M&As in 2024 and beyond.
  3. Top M&A trends in 2024: Blueprint for success in the next wave of deals by McKinsey & Company – Will 2024 launch a bright new era for M&A? Anticipating what could be an inflection point, many dealmakers are preparing for a surge – and new market requirements – in the year ahead.


  1. M&A Science Podcast by Dealroom – The #1 M&A podcast where you learn from experienced practitioners.
  2. How2Exit Podcast – How2Exit is the premier podcast for entrepreneurs, advisors and everyone in between who wants to dive deep into the world of buying, growing and selling small businesses valued below $20 million.
  3. Dealcast: The M&A Podcast by Mergermarket – A weekly podcast from the Mergermarket editorial team covering M&A, ECM and activism presented by Mergermarket and SS&C Intralinks.

This comprehensive guide empowers small business owners with the knowledge and strategies necessary to navigate the intricate process of mergers and acquisitions, positioning them for successful growth opportunities.