Our continuing success is due to the quality of our relationships in key markets, in-depth understanding of our clients' businesses, and the execution of innovative and effective client-specific solutions.
Mergers and Acquisitions
Acquisition Strategy
- Determine strategic and financial objectives
- Jointly develop the acquisition criterion
- Identify transaction parameters
- Complete a thorough industry analysis
- Develop a list of potential acquisition targets
- Select a quality list of acquisition targets
Initial Contact
- Make appropriate contact with key targets
- Execute Non-disclosure agreements
- Obtain key financial and other information
- Provide summary of the company
- Complete a valuation analysis
- Develop a SWOT for each serious target
Due Diligence and the Initial Offer
- Determine key due diligence issues
- Coordinate the completion of due diligence
- Assist with modeling acquisition scenarios
- Develop/review deal terms and structure
- Assist with crafting the initial offer and LOI
- Present and negotiate the signing of the LOI
Financing and Closing the Acquisition
- Develop financing scenarios
- Assist with the securing of financing
- Consult on the purchase agreement
- Work with buyer on key issues to close
- Coordinate the closing
- Assist with integration of the acquisition
Business Valuations
Making the decision to buy or sell a business requires a valuation estimate.
We have qualified valuation professionals with many years of experience, skilled in valuation analysis for complex situations.
We understand the importance of the valuation services we provide to attorneys, bankers, business owners, institutional investors, and regulators.
We know that a valuation analysis is part of the bigger picture, with a great deal at stake.
We have extensive experience in a wide variety of business valuation assignments. Our firm has been retained to provide valuation opinions for many purposes.
Private Equity Transaction Services
Sourcing Acquisition Opportunities We work with private equity funds who want to expand their portfolio of companies through add-on acquisitions or acquire a new platform business. Our middle market focus provides us proprietary access to many businesses, who have not engaged an intermediary and allows the private equity firm to acquire through non-auction acquisitions.
We have developed a middle-market buy-side deal sourcing process that identifies high quality firms, who are good investment opportunities for private equity firms.
We have developed a good understanding of an entrepreneur’s long-term objectives.
We have strong relationships with investment banking firms, accounting firms, lawyers, and brokers.
Our deal flow from various sources creates qualified options.
We have a nation-wide network and established relationships with private equity funds in most industries.
Our search process ensures we understand the private equity firm’s investment criteria, goals, and objectives.
If we recommend your company as a potential acquisition opportunity for a major private equity firm, it will typically be well received, because we know your company is a qualified opportunity.
