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Company Sales and Recapitalizations

Company Sales

One of the most difficult decisions a business owner will ever make, is deciding whether or when to sell their company.  As business owners ourselves, we understand the multitude of emotions and financial complexity that goes into making this very important decision and this knowledge helps inform our advice to our clients throughout the process.

With over thirty years of advising clients just like you, we take a consultive and advisory approach pre-engagement, as we devote significant time and resources to understanding each client’s unique business.  We  provide detailed valuation and sale process advice that is based on our extensive knowledge of the industries we serve.  Once engaged, we devise a customized and confidential sale process that creates maximum competition for the business and manage that sale process through to a successful conclusion that achieves maximum value and minimizes indemnifications and other tail risk based on the market at that time.  Our investment banking professionals are well trained to pro-actively sell a company because no company sells itself.  Due to our extensive expertise in managing company sales and relationships with both strategic and financial buyers, our work product has enormous credibility with potential acquirors.  Throughout the sale process, we provide an unparalleled level of expertise, guidance, and advice as we work together with our clients to achieve the absolute best result.

Recapitalizations

A recapitalization is different from a complete sale of a company because new partners inject capital into the business to drive growth and create additional future value.  The current shareholders continue as partners and managers of the company and the new partners are typically a private equity fund or family office that shares the current ownership’s culture and vision for the future of the business.  A recapitalization allows business owners the opportunity to sell either a minority or majority of their company while still maintaining a significant ownership stake, thereby creating liquidity and risk diversification today, while setting the stage for a second liquidity event in the future.

Our experienced investment bankers take a consultive and advisory approach pre-engagement, as we devote significant time and resources to understand each client’s unique business and goals, and counsel them about the benefits of such a transaction.  Once engaged, we devise a customized process to match each client with a range of private equity funds and family offices, which provides the opportunity to determine the best partner specifically for them.  Throughout the recapitalization process, we provide an unparalleled level of expertise, guidance, and advice as we work together with our clients to achieve their goals.