Middle Market Buyouts – Family Offices & Private Equity

Middle Market Buyouts – Family Offices & Private Equity

James F. Davidson had the honor of speaking alongside other key Merger & Acquisitions experts on the Expert Webcast, “Middle Market Buyouts – Private Equity & Family Offices.” This complimentary on-demand webcast panel discussion is available for your viewing. Join us as we discuss a range of topics including M&A Middle-Market Overview, Deal Structures, Differences & Similarities, and more.


Daniel G. Berick, Americas Chair of the Global Corporate Practice, Squire Patton Boggs

James F. Davidson, CPA, CFF, CFE, CM&AA, CIRA, Managing Director, Avant Advisory Group

Neil Morganbesser, President, DelMorgan & Co.



  • Middle Market Buyouts — Family Offices and Private Equity
  • M&A market overview
  • Financial buyers — private equity, family offices, other
  • Types of Transactions
  • Deal structures
  • M&A insurance
  • Capital availability
  • Due diligence process
  • Portfolio company monitoring