Owners of middle-market private companies often face the frustrating challenge of not having a clear understanding of how, when and where to realize the value they have built in their company. When owners desire to sell all or a part of their company, they have difficulty both knowing the market value of their company and “making a market” through which they can realize a premium valuation. To solve this problem, we closely manage and lead a sell-side process focused on each client’s unique situation and goals, based on three crucial considerations for success:
Underwriting & Packaging: We combine our extensive industry and M&A experience with detailed financial, market and valuation analysis to gain a deep understanding of our clients businesses, including the business model and unit economics, strengths and weaknesses, relevant micro- and macro-economic industry trends, growth drivers and strategy, and historical and current financial performance. Based on this analysis, we work closely with our clients to project future results, and become a well-educated advocate for our clients in order to present the Company in the best light during the market making process.
Marketing & Negotiation: We utilize a comprehensive process based on extensive relationships with financial (private equity) and strategic (corporate) buyers and years of experience in uncovering buyers and buyer strategies to find the right universe of buyers for each engagement, fully exploring all possibilities including those that may be unconventional suitors. By leveraging a competitive market process and a broad range of well-qualified buyers and investors, we increase the odds of both a premium valuation and a successful close.
Due Diligence & Closing: A thorough due diligence process and project methodology ensures an environment that maintains healthy competitive pressures and deal momentum. Many M&A advisors withdraw during this part of the process, we press in. We develop a detailed project roadmap that we carefully execute to achieve a smooth and timely close with minimal disruptions to our clients and their companies.
Through our sell-side advisory services, clients achieve a professionally managed transaction process that grants access to multiple well-qualified buyers, creating a competitive market that delivers premium value and a higher probability of closing. This is accomplished with the client’s end goals in mind and with minimal disruptions to our client’s business.
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