Overview of Services

Midwest Financial Service, LLC

Investment Banking - M&A Services

Overview of Services

By focusing on long-term client relationships rather than the pursuit of individual transactions, we believe we more fully serve our clients as a trusted confidential advisor.

Midwest Financial Service provides professional financial advisory and investment banking services to owners and managers of middle-market companies. Our extensive, balanced buy-side and sell-side experience enables us to analyze unique opportunities for our clients and access an extensive network of strategic and financial buyers and sources of capital.

Our financial expertise, objective advice and unrelenting focus on providing exceptional service have earned Midwest Financial Service a solid reputation. We develop close-working partnerships with clients, looking beyond the transaction at hand. At every step of the way, we are actively involved.

Midwest Financial Service can provide the same primary services of the larger ‘Wall Street’ investment banking firms, but with more personalized attention and commitment to the success of our clients.

We provide the highest quality wide range of services. Our services include the following:

Business valuations
Bank financing

Buy-sell and shareholder agreements

Conversion of C-corporation to Subchapter-S corporation status

Conversion from a Cooperative to an LLC

Distressed business situations - bankruptcy/reorganization

Employee stock ownership plans (ESOP’s)

Exit planning

Fairness Opinions

Financial restructuring and recapitalization

Leveraged buyout transactions (LBO)

Management buyouts (MBO)

Mergers and acquisitions

Minority shareholder valuations

Preferred stock recapitalization

Purchase or sale of privately-held business or business interests

Turnarounds

Valuation of intangible assets for purchase price allocation

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Mergers and Acquisition Expertise

Our continuing success is due to the quality of our relationships in key markets, in-depth knowledge of our clients' businesses, and the execution of innovative and effective client-specific solutions.

Our process includes:

Analyzing the business
Valuing the business
Designing a marketing strategy
Establishing a timetable for completing the transaction
Packaging and presenting the business
Contacting and screening potential acquirers or purchasers
Conducting negotiations
Managing the deal structure and financing of the deal
Analyzing and responding to offers
Coordinating the closing

Industry Research and Analysis

In an acquisition, divestiture or a sale, we believe there is no substitute for an advisor with in-depth knowledge of our client’s industry. Midwest Financial Service has developed a unique industry structural analysis that provides valuable insight into the current market position of a company.

Our industry and competition analysis process will provide an extensive competitive analysis of all the firms within a given industry. We will determine how the various players within the industry are competing and how the firm we are targeting fits into the industry.

Midwest Financial Services’ unique market, industry and competition research will provide a framework to guide the selection of the optimal strategic acquisition targets, potential buyers or strategic partners.