Mergers and Acquisitions

Realizing your business goals and dreams is the fruition of many years of planning and calculated decisions. Our clients not only value our broad experience in guiding them through these decisions, but also that we have stood in their shoes as principals of our own companies. Whether a family enterprise in its third generation or an institutionally backed entity, we believe our steady, disciplined, and focused process enables all constituencies to capitalize on their years of hard work. Qualified and reliable buyers are familiar with our expert industry knowledge and process when bringing opportunities to market. Our reputation for a discrete, confidential, and efficient process delivered with an acute attention to detail is well known among national and regional acquirers.

Our market knowledge and coverage enables us to provide real-time valuation assessments with realistic expectations on what can be achieved in today’s environment. Our clients demand that we ask the right questions – through our interviews and scenario planning – to fully comprehend their desires for liquidity, their concerns about transitions within the family or management, and perhaps their need for future reliance on their Company’s performance. We believe our listening skills are unmatched, resulting in successful conclusions to the engagement.

Some parts of your enterprise may not be yielding the success you expect or demand. Perhaps you sense that markets may be moving against you and question whether to retain that business. Or simply, you know you need to prune your retail network to generate capital for new opportunities. Our Enterprise Assessment process can help determine where your capital and your time are best invested. Our experience serving high-performing companies gives us insight on how these operators assess their business unit performance as part of their ongoing strategy measurement. We can assist in the evaluation of individual business segments or assets, while locating strategically interested parties to raise capital for those opportunities most important to you.

We have been retained by various clients to identify and transact negotiated acquisitions after developing criteria-driven strategic targets. Our years of relationships with operators, lenders, vendors, and investors yields results to our clients in the form of an efficient process supported by acquisition and market metrics, resulting in strategic growth for our clients.

Oftentimes business owners already have a targeted buyer in mind: the next family generation, an existing partner, or trusted management. As a first step, we can assist with valuing the enterprise as part of this transitional planning so that the parties have an objective target. We then assess the factors most important to our clients in this transition, which may include estate planning and wealth transfer, tax efficiency, employee retention, or continued but limited involvement. Based upon these drivers, we create financeable structures that ensure a smooth transition for the next owner and assist in the sourcing of the capital to accomplish it.