Mergers & Acquisitions

Comprehensive Advice and Representation for Sellers and Buyers of Privately-held Companies

Business owners looking to sell their business after many years of hard work and dedication to it deserve to be represented by a professional that truly understands this and will provide the same level of hard work and dedication to achieving the best results possible.  

 

We guide clients throughout the entire process of selling or buying a business.  With 30 years of M&A transaction experience, we deliver comprehensive and seasoned advice and representation to business owners looking to sell and corporations looking to buy privately-held and family-owned companies.  

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Our investment banking business is focused on advisory work related to mergers and acquisitions and private equity capital raises.  We focus on what we do best—concentrating on the unique investment banking advisory needs of privately-held and family-owned businesses.  We provide business owners with sell-side and buy-side M&A advisory services on a full representation or advisory-only basis.  

 

Sell-Side Advisory

 

Our full sell-side representation services include the full range of transaction advisory services to include developing a sell-side strategy, preparing the company for sale, drafting confidential offering memorandums and other marketing materials, identifying and initiating dialogue with potential buyers, marketing the company to potential buyers, obtaining and evaluating offers, managing the entire transaction process, overseeing buyer due diligence activities and the flow of confidential information, negotiating price, structuring deal terms, and closing the transaction.  

 

In situations where a company has received an offer from a potential buyer, we provide sell-side advice that includes assessing the buyer and their ability to execute the transaction, evaluating the existing offer for financial fairness in terms of price and deal structure, negotiating for the best possible price and terms, and managing the entire transaction process.      

 

Buy-Side Advisory

 

We assist buyers involved in acquisition transactions by providing seasoned advice regarding strategy, target company valuations, pricing and offers, deal negotiation and structuring, and management of the overall transaction process. 

 

Independent Advisory

 

Our independent advisory services our provided to both buyers and sellers of the same "friendly" transaction, on an independent basis, where our expertise is utilized to provide specific advice and guidance on valuation and deal structuring and terms.  With our extensive expertise in valuation and corporate and shareholder transactions, we are able to assist parties on both the buy-side and sell-side achieve a fair transaction and ensure the deal runs smoothly for both parties.

 

Private Equity Recapitalizations

 

We leverage our extensive relationships with private equity groups and our knowledge of the private equity capital raising process to closely match private companies seeking to raise capital with the appropriate investors.  Our professionals use their industry experience and financial expertise to advise and represent business owners seeking to raise a minimum of $5 million from private equity investors to fund growth, acquisition, recapitalization, management buyout, or shareholder liquidity initiatives.