Virtual Data Room Provider Firmex Publishes Inaugural EMEA Edition of Annual Report on M&A Advisory Fees in the Middle Market


Firmex, a global provider of virtual data room and secure document sharing solutions, today announced the publication of its first EMEA Edition of the annual report on M&A fees. M&A Fee Guide 2021-2022 is the authoritative source on M&A fees for sell-side engagements in the middle market. The fee guide serves as a reference point for both M&A advisors and business owners on the pricing of fees.

“We’re proud to offer a regional edition of our annual fee guide for the first time this year, and to be partnering with DealCircle to do so. Our goal in publishing this guide is to make the discussion of fees between M&A advisors and their clients more accessible by presenting the state of M&A advisory fees and how they are charged,” said Mark Wright, Chief Commercial Officer at Firmex. “This year’s report reflects the unique challenges of the past year, as well as the strength and resiliency of middle market M&A. We’re confident that reading the data and accompanying commentary will help advisors better serve their clients.”

Using data gathered from a survey of midmarket dealmakers, the guide highlights key points of interest on M&A fees, shared across geographies and deal sizes. The findings in M&A Fee Guide 2021-2022 are also presented with featured commentary from M&A experts at DealCircle, JPA Brenson Lawlor, and Aventis Capital, sharing their views on how the data matches up with their professional experience.

Key Highlights

In response to COVID-19, only 5% of M&A practitioners reported adjusting their fee structure.

In an engagement letter setting out the terms and conditions for the client-firm relationship, only 35% of M&A professionals include a break fee if the client declines an offer.

When asked about engagement, work, or retainer fees collected by M&A professionals, 51% said they are typically netted against the success fees earned.

M&A advisors and business owners will learn useful insights on the expectations, negotiations, structuring, and associated practices surrounding M&A fees. By reading the guide, M&A advisors and their clients can have more transparent conversations on advisory fees and how they’re charged, to better align expectations for compensation on the deal.

To access the complete report M&A Fee Guide 2021-2022, visit: https://www.firmex.com/resources/reports-guides/ma-fee-guide-2021-2022-emea/

—30—

About Firmex Inc.

Firmex is a global provider of virtual data room and secure document sharing solutions. As one of the world’s most widely used virtual data rooms, Firmex supports complex processes for organizations of all sizes, including diligence, compliance, and litigation. Whenever professionals need to share sensitive documents beyond the firewall, Firmex is their trusted partner. A Firmex subscription provides simple, safe, and stress-free document sharing without hidden costs or complexity. Since 2006, Firmex has helped thousands of companies worldwide take control of their confidential documents. For more information, please visit firmex.com.

Media Contact:

Mark Wright, CCO, Firmex

416-840-4241 ext. 281

mark.wright@firmex.com

Share article on social media or email:

Leave a Reply