M&A ADVISORY - SELLSIDE & BUYSIDE
M&A Advisory for EBITDA $1 - $25 Million Company
Our firm is a mergers & acquisitions (M&A) advisory company geared specifically for owners of medium-sized and middle-market businesses providing valuations and advisory services.
Before, during, or after the deal has been struck, our professionals provide independent valuation and financial consulting services to ensure that your best interests are served. As a professionally credentialed as a Certified Merger & Acquisition Advisor (CM&AA), we can provide the well-rounded advisory services.
Strategic planning in connection with a merger, an acquisition, or an exit from a business calls for an independent assessment of value. With clear understanding and informed expectations, you will be better armed to make the correct decisions to maximize shareholder value.
Negotiating a merger, acquisition, or business sale often involves differences in opinion of value. An experienced valuation professional can assist you in explaining the valuation process and how it should be applied to the business at hand. With both parties having a common understanding and appreciation for the value of the business, a smoother transaction is assured.
Shareholders, directors, and fiduciaries often require an independent opinion to verify that the deal they have struck is fair from a financial point of view. Our experienced valuation professionals can provide such an opinion and the confidence you have made the correct decisions.
• Mergers, Acquisitions, and Business Sales
• Fairness Opinions
• Strategic Planning
• Purchase Price Allocation
• Spin-Offs
• Covenants Not to Compete
• Earn-Outs
• Tender Offers
Seller Representation
In general the following components make up the scope of our seller representation:
Preparation - Understanding the key value drivers and intangible assets of your business is critical for a successful outcome. Effectively conveying these strengths and positive attributes to prospective buyers/investors is done in part through our preparation of professional and comprehensive documents, including a Confidential Information Memorandum and a series of related materials.
Strategic Marketing - Determining the best acquirer or for your business is not an easy task, but a vital one at which we excel. In addition to the shared knowledge and extensive personal buyer contacts among our seasoned professional staff, we also subscribe to numerous industry resources and databases to be sure that no stone is left unturned in our quest to find you the right buyer.
Negotiating & Deal Structuring - Creating a competitive environment among buyers is paramount to negotiating the best terms and conditions of a business sale. We know how to manage this process to your advantage and with our many years of deal making experience, we have the knowledge and confidence to go head-to-head with the savviest of buyers. We work in concert with tax and legal advisors to organize the many variables and complexities involved in any transaction, in order to negotiate a comprehensive and optimal final deal.
Managing & Closing the Transaction - After finalizing a carefully crafted Letter of Intent with the selected buyer, we will guide you through the due diligence process and help you avoid the pitfalls that can easily destroy a deal. We will also set appropriate deadlines to keep the various parties on track towards completion of satisfactory purchase documents and of course the closing of your transaction.
Buyer Representation
We regularly represent corporate, private and institutional investors in acquiring businesses and selected assets. These assignments include acquisition searches or client defined specific projects, as well as management buyouts.While we provide a wide variety of services to our buyer clients, the activities fall into five primary categories.
- Assist in developing acquisition criteria.
- Identify the primary and secondary targets.
- Initiate contact with the targets using our proprietary process.
- Assist as requested in negotiating the price, terms and conditions of the transaction.
- Raise acquisition financing, if required.
For Management Buyout clients, our services usually are much broader. These often include the following:
- Assist in formulating the buyout plan.
- Advise on alternative options should it be necessary.
- Present the buyout plan to the various stake holders, i.e. the Board of Directors, shareholders, lenders, landlords, suppliers, etc.
- Assist as requested in negotiating the price, terms and conditions of the transaction.
- Raise acquisition financing, if required.
- Orchestrate the process through to the close.