Mergers and acquisitions involve more than numbers—they involve people. Understanding the personalities around the negotiation table can make the difference between a smooth transaction and a challenging one. In this final installment of our series, we’ll explore the last two M&A personalities and offer tips for navigating them successfully.
The First-Timer
Who they are:
A newcomer to the M&A world, often enthusiastic but inexperienced. They may focus heavily on textbooks and standard procedures, sometimes overlooking practical realities.
Key Traits
- Follows rules and procedures strictly
- Eager to impress but may miss client priorities
- Can be overly cautious or hesitant during negotiations
How to work with them:
- Be patient and provide clear guidance
- Focus discussions on real-world outcomes
- Encourage listening to all parties’ needs, not just processes
While they may make minor mistakes, first-timers bring energy and a fresh perspective that can occasionally uncover creative solutions.
The Professional
Who they are:
A seasoned M&A intermediary with extensive experience across industries. They approach deals with confidence, emotional intelligence, and a commitment to achieving mutually beneficial outcomes.
Key traits:
- Decades of negotiation experience
- Highly organized and prepared
- Emotionally detached from personal biases
- Focused on delivering value for both buyer and seller
How to work with them:
- Trust their guidance and expertise
- Share goals and priorities openly
- Leverage their network and insights to maximize deal value
Why they matter:
Working with a professional intermediary often ensures a smoother process, faster closing times, and a higher likelihood of achieving optimal deal terms.
At George & Company, our experienced team specializes in M&A transactions, guiding business owners through every step of the process with confidentiality, strategy, and expert execution.
Key Takeaways for Business Owners
- Know the personalities at the table to anticipate behaviors.
- Adapt your approach depending on experience levels.
- Hire a professional intermediary for guidance, confidence, and results.
- Focus on outcomes, not just tactics—deal structure and relationship management matter as much as numbers.
Ready to Navigate Your M&A Successfully?
Whether you’re selling your business, buying a company, or exploring growth opportunities, understanding M&A personalities gives you a strategic advantage.
Contact George & Company today for a confidential consultation and learn how our expertise can help you achieve a successful deal.