North Carolina Adds On: An Interview with Lee Lloyd on M&A Trends and Financing the Growth of High-Quality Companies

Lee Lloyd is a senior strategic advisor for M&A and financing transactions through his independent advisory firm, J. Lee Lloyd, LLC. He has over 30 years of professional experience in investment banking, business law and accounting. Mr. Lloyd was previously an investment banker with Goldman Sachs and an M&A/corporate attorney recognized in “The Best Lawyers in America.” He has advised clients on deals ranging from $5 million to $6 billion, including cross-border transactions in over 26 countries.

Key Takeaways:

  • In an effort to deploy capital, private equity firms and mezzanine funds are aggressively seeking out high-quality companies. As a result, companies of that caliber have numerous options for obtaining capital.
  • Since the recession, investors and lenders have become more risk-averse, so lower quality companies have fewer options for obtaining capital.
  • North Carolina companies currently are benefiting from readily available capital across all size and stage of maturity classifications.
  • The increasing ease and accessibility of cross-border transactions is a major trend. These deals are now more viable because of technology, relationships and experience.
  • Early-stage entrepreneurs should pursue external outreach activities to build their networks.
  • Out-of-state investors often seek a local co-investor when pursuing early-stage deals.
  • In the current M&A middle market, many entrepreneur-owned businesses are looking to grow through add-on acquisitions rather than harvest through exit transactions.

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