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Buy-Side Transactions

Experienced Professionals and Industry Experts

When you’re ready to deploy capital and step into your next investment you need a team of experienced professionals and industry experts on board to help ensure you’re making a sound investment at the right price. That’s why our diligence teams are comprised of managers and partners with years of experience in M&A and why our transaction team reaches across the firm to tap the industry expertise of our 1,000 plus professionals for every deal. This is how we deliver a transaction team tailor-made to serve as your deal team; conversant in the risks specific to the target’s industry and versed in all aspects of normalizing earnings, calculating working capital and identifying and mitigating risks.

Timely Communication is Key

We understand the importance of real-time communication throughout the diligence process. Because of our team’s experience level, we are able to synthesis information quickly, identify areas of potential concern and communicate them to management without delays. Further, we able to discuss these concerns with management to work through implications and potential responses. Need us? Call us! You will have every team members’ cell phone number at your disposal.

Focused Reporting

Our reports are written with the reader in mind, providing background on the target and an overview of the business’s operating and reporting environment, with a primary focus on key observations that could impact the value of the business or the ease of integration. Normalizing EBITDA is part science and part art, our professionals are skilled in both aspects of this process understanding how to drive down to the true free cash flows of a business, as well as, the business’s working capital needs.

Supporting Data with Analysis

Every report is supported by a robust databook containing monthly balance sheets, income statements and working capital analysis.

Global Reach, Local Touch

U.S. companies contemplating an acquisition overseas or business based outside of the United States looking to make acquisitions within the US will benefit from the firm’s membership with HLB International, a worldwide network of independent professional accounting firms and business advisors. This affiliation allows us to extend our network of 10,000 professionals across the US and in over 100 countries around the world. We are in regular collaboration with other HLB member firms on cross border transactions.

Sell Side Transactions – Transition Preparedness and Value Growth

The best time to start positioning your business for transition is yesterday, but today is still better than tomorrow! Every business has a unique path that founders, and management teams must monitor and steward through its operational life cycles. Businesses on different paths have different motivations and goals, therefore they have different transitions or succession outlooks. None the less, they all have two things in common. They all need to plan for the future and they all find it difficult to allocate the necessary time and resources for such planning while managing the day to day operational demands of the business. Our team of professional advisors are here to assist you in the development and implementation of a succession plan. Lean on us to drive the process, listen, offer insights and, if desired, hold you accountable to goals and timelines.

Sale Readiness

If you’re thinking about an ultimate sale, you’re thinking about maximizing value, but you may also be thinking about protecting your legacy, ensuring the livelihood of your employees and limiting your future risk.
Our TransactReady® process is designed to evaluate the whole business, identify areas for growth and improvement, recommend and implement value-adding process and ease seamlessly into the sales process after achieving desired goals. We’ll stay with you through the entire process.
We are your trusted advisor. We’ll help you think through the various transition options, from outright sales (strategic or institutional) to leveraged recapitalizations to ESOPS. We are not an investment banker or broker; however, we can help you determine if and when you need one.

Generational Succession

Businesses planning a transition between generations may be less concerned with driving the enterprise value or a multiple of earnings, and more concerned with tax favorable transition planning and ensuring the next generation gains the trust and respect of the business’s legacy clients, employees, and vendors.
In these cases, our TransactReady® process is tailored to the needs of the current and future generation of leaders in the family. Ensuring an appropriate refresh of the business plan and evaluation of existing procedures and job descriptions.

Sell Side Transactions – Time for a Transaction

Experienced Professionals and Industry Experts

When it’s time for the sale process to begin, your deal team, comprised of experienced professionals and industry experts, will prove invaluable. Our financial and tax diligence advisors will compliment your team of diligence professionals with a professional and collaborative approach. Our diligence teams are comprised of managers and partners with years of experience in M&A and complimented with additional industry experts across the firm. Whether you need a sell-side quality of earnings report to ensure a smooth and speedy buy-side diligence process, or you need a team of tax experts to confirm that a proposed purchase price will provide you with the desired after-tax cash event, our team ready and able to serve.

Timely Communication is Key

We understand the importance of real-time communication throughout the diligence process. Because of our team’s experience level, we are able to synthesis information quickly, identify areas of potential concern and communicate them to management without delays. Further, we able to discuss these concerns with management to work through implications and potential responses. Need us? Call us! You will have every team members’ cell phone number at your disposal.

Focused Reporting

Our reports are written with the reader in mind, providing background on the target and an overview of the business’s operating and reporting environment, with a primary focus on key observations that could impact the value of the business or the ease of integration.
Normalizing EBITDA is part science and part art, our professionals are skilled in both aspects of this process understanding how to drive down to the true free cash flows of a business, as well as, the business’s working capital needs.

Supporting Data with Analysis

Every report is supported by a robust databook containing monthly balance sheets, income statements, and working capital analysis.

Contact us to learn more and schedule a complimentary consultation.

Leadership

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