Merger and acquisition transactions for our clients include the sale or purchase of all, a majority, or a minority interest in a company and can take the form of a strategic sale or recapitalization. We also often help raise acquisition financing as needed. We add significant value by acting as an intermediary and advocate for our clients with potential buyers and sellers and are well known in the buyer universe for representing quality companies. Our investment bankers are highly knowledgeable and experienced and have extensive relationships with strategic and financial buyers. By retaining our services, our clients maximize their company’s potential of successfully closing a transaction with credible institutional buyers or investors on a timely basis and on attractive price and terms.
Our goal for all of our clients is to source and create multiple financial alternatives for them to select from and to give them an excellent understanding of the market value of their company. We strive to help our clients become fully informed of the variety of potential financial transactions and transaction structures available and the large breadth of potential buyers. When we close their transaction, our clients understand and appreciate that the transaction that they selected was the best one for them in terms of the price, terms, strategy, goals and partner.
Sell-side transactions for private companies are usually marketed in a parallel path to both financial and strategic buyers in order to maximize value to the seller and to create more and different alternatives for them to evaluate. Strategic buyers will usually want to buy 100% of the company at closing, while financial buyers will typically want to buy a majority interest but require the management team to roll-over or retain a percentage of equity, stay post-closing and continue to run the company. Very often, company owners like the idea of taking “two bites of the apple” by selling a majority interest now and thereby achieving significant liquidity, and de-risking their net worth, while rolling over a minority interest in the company which they hope to sell later at a higher nominal value.