Mergers & Acquisitions

Whether you’ve been approached about a possible merger or acquisition, you’re searching for reliable assistance in vetting those experienced buyers. Allow us to help you navigate the murky waters of mergers and acquisitions and level the playing field.

Private Equity Groups 
We maintain contact with hundreds of Private Equity Groups who have raised many millions of dollars from pension funds and institutional investors for the sole purpose of investing in privately held businesses such as yours. In addition to looking for Platform Companies that fit their published investment strategies, they are also looking for add-on acquisitions for the businesses already in their portfolio.

Although many Private Equity Groups are primarily interested in purchasing 100% of companies, some also make recapitalization investments where the present owner sells only a portion of their stock and remains as top management of the business with a planned future retirement.

Corporate Buyers
We know how to make confidential inquiries to corporate buyers without disclosing your company’s identity. Our experience leads us to believe an auction process does not maintain the confidentiality most sellers like yourself desire. It can reduce the implicit value of your company if so, many buyers look at your business that it becomes over-shopped.

Although most corporate buyers are interested only in purchasing 100% of businesses such as yours, some are interested in forming strategic alliances that may also involve an equity investment with a formula agreed to in advance which allows them to purchase 100% later. 

Individual Wealthy Buyers 
Many wealthy individuals band loosely together with others to form what appears like the organized private equity groups. Many wealthy individuals bring significant management skills as well as access to capital beyond their own financial capacity. Most are interested in making investments in privately held businesses such as yours and being involved at the board level to help the company with financing, strategy, and marketing issues. They frequently have significant experience acquiring businesses.