SELL-SIDE ADVISORY OVERVIEW
We help owners sell businesses. We work on behalf of sellers of privately owned manufacturing, services, and distribution companies - owner-operators, corporations, and private equity sponsors seeking to complete the sale of a controlling interest in a company, a division or significant asset(s) to a strategic buyer or private equity sponsor.
We take a practical, results-oriented approach
Combining our years of experience as corporate acquirers and sellers with our deep knowledge and relationships within our targeted markets to run an efficient and competitive process.
We take the time to get know you and tailor our process as needed to serve your unique interests
Your unique goals and concerns
Your business and its markets
We help you to understand the prospective buyers – be they corporate, financial or individual buyers
Their motivations, expectations and requirements, and process behavior
We bring clarity to the transaction process and help you to build situational awareness
You as seller feel confident and informed from initiation through closing,
You know where you are at any given time and what to expect next, and
key decisions have been anticipated and planned
We minimize risk in the process and raise your credibility as a seller
Increase the probability of a successful sale through careful planning and preparation
Anticipate buyer needs and facilitate an efficient and timely flow of information
We manage all details and day-to-day activity of the process for you
You can focus on running your business at peak performance level (hands-down, one of the most critical determinants of whether you’ll succeed in selling your business on favorable terms)
We help to level the playing field
Asymmetry of deal expertise and experience, with one party bringing stronger capabilities, is one of the biggest factors leading to a disproportionate allocation of deal value – typically to the detriment of the “weaker” party
For sellers who lack M&A experience and capabilities, our seasoned deal team can eliminate the skills advantage that experienced, capable counterparties bring to the process
Combining our years of experience as corporate acquirers and sellers with our deep knowledge and relationships within our targeted markets to run an efficient and competitive process.
We take the time to get know you and tailor our process as needed to serve your unique interests
Your unique goals and concerns
Your business and its markets
We help you to understand the prospective buyers – be they corporate, financial or individual buyers
Their motivations, expectations and requirements, and process behavior
We bring clarity to the transaction process and help you to build situational awareness
You as seller feel confident and informed from initiation through closing,
You know where you are at any given time and what to expect next, and
key decisions have been anticipated and planned
We minimize risk in the process and raise your credibility as a seller
Increase the probability of a successful sale through careful planning and preparation
Anticipate buyer needs and facilitate an efficient and timely flow of information
We manage all details and day-to-day activity of the process for you
You can focus on running your business at peak performance level (hands-down, one of the most critical determinants of whether you’ll succeed in selling your business on favorable terms)
We help to level the playing field
Asymmetry of deal expertise and experience, with one party bringing stronger capabilities, is one of the biggest factors leading to a disproportionate allocation of deal value – typically to the detriment of the “weaker” party
For sellers who lack M&A experience and capabilities, our seasoned deal team can eliminate the skills advantage that experienced, capable counterparties bring to the process
For Owner-Operators of Middle Market Private Companies
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For Owner-Operators of Middle Market Private Companies
Typically, for owner-operators of private companies in the middle market, the sale of all or part of a business occurs infrequently. A transaction may be the culmination of years, a lifetime, even generations of dedication and hard work. For the inexperienced seller, embarking on this journey can be daunting – the process is full of possibility and excitement but fraught with risks and frustrations. Sellers often report great surprise at the volume of work involved in selling a business and the level of distraction from day to day operations it brings. Yet, it is more common than not for sellers to enter into a sale process with minimal forward planning and preparation and often with little professional expertise in their corners, beyond perhaps the company accountant and lawyer. Often this occurs in response to an unsolicited approach. Studies bear this out. Not surprisingly, a significant majority of sellers surveyed who’ve entered a process unprepared and under-advised report disappointing results. |
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Would you venture into an unfamiliar wilderness alone? In some ways, the “go it alone” approach to selling a business is analogous to embarking for the first time on a highly technical mountain ascent or a demanding backcountry wilderness trek with no preparation and without a guide. For a moment, imagine yourself preparing for such a trip. In all likelihood, you’d spend considerable time and effort learning, training and preparing, possibly years in advance of the trip. You’d probably hire an expert guide - the right guide – someone who’ll get to know you – your strengths and how best to leverage them - your limitations and how best to overcome them, someone familiar with the new and hostile terrain ahead with all of its pitfalls, someone who’s been on the journey before and knows how to prepare, someone who can help bear the burdens of the trip.
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Likewise, when the time comes to consider selling all or part of your business – whether you’re planning well ahead or find yourself responding with urgency to an unsolicited offer – the right advisor at your side – someone who’s been there, someone you can trust - can mean the difference between maximizing your leverage in a competitive auction process or fumbling through a disjointed or broken process, achieving a favorable price and terms or something less than your lowest expectation, having a positive experience or a frustrating one, popping the champagne corks at the end of a job well done or crying in your beer.
Our experienced deal team brings the skills, experience, situational awareness and positive and proactive mindset to guide you through the complexities of the sale process. We’re prepared to guide, counsel and support you at every step of the journey. |
For Large Companies, Private Equity Sponsors and Investors
Whether you staff an “army” of skilled dealmakers and analysts or perhaps run a more modest corporate M&A function, we can help to keep your precious deal making resources productive by allowing your team to focus their efforts on critical growth-related activity and away from the day to day distraction of smaller divestitures and similar portfolio actions.
Our team is highly experienced in the divestiture of both attractive, performing businesses and non-core and non-performing assets. We bring deep experience with complex, and challenging disposals, including carve-outs and significant asset sales in the context of corporate portfolio re-alignments and restructurings.
Carve-outs are hard work and rarely are straightforward. The complexities are numerous: allocation of overhead costs, debts and other liabilities; transition services; sensitivities relating to ongoing customer, supplier and other relationships; allocation of human capital and related impacts; and all too often internal political crosscurrents. These deals are generally more involved than a typical auction process, with structuring, valuation and negotiations requiring great attention to detail from initiation through closing.
When contemplating the sale of such assets - especially where internal resources would be better utilized elsewhere and engagement of a larger investment bank may not be economical or viable - we can provide attractive solutions.
Whether you staff an “army” of skilled dealmakers and analysts or perhaps run a more modest corporate M&A function, we can help to keep your precious deal making resources productive by allowing your team to focus their efforts on critical growth-related activity and away from the day to day distraction of smaller divestitures and similar portfolio actions.
Our team is highly experienced in the divestiture of both attractive, performing businesses and non-core and non-performing assets. We bring deep experience with complex, and challenging disposals, including carve-outs and significant asset sales in the context of corporate portfolio re-alignments and restructurings.
Carve-outs are hard work and rarely are straightforward. The complexities are numerous: allocation of overhead costs, debts and other liabilities; transition services; sensitivities relating to ongoing customer, supplier and other relationships; allocation of human capital and related impacts; and all too often internal political crosscurrents. These deals are generally more involved than a typical auction process, with structuring, valuation and negotiations requiring great attention to detail from initiation through closing.
When contemplating the sale of such assets - especially where internal resources would be better utilized elsewhere and engagement of a larger investment bank may not be economical or viable - we can provide attractive solutions.
