Success Stories | Investment Banking Advisory: Seller | Investment Banking Advisory: Buyer

Business Valuation+ Assessment^SM

Background:             An existing management team was looking to buy a mid-market business venture to leverage and grow.  As part of a larger organization, the team had been involved with acquisitions in the past, but found they’ve seemed to fail for one reason or another – cultural alignment, integration, etc. They acknowledge one factor was critical – ‘fit’.

·         Culture – blended with their people’s styles and mindsets

·         Operations – manageable integration and change

·         Core competencies – opportunity that can be leveraged

·         Financially profitable

·         Geographic – manageable locations

·         Etc.

Challenge:             Our challenges were to:

·         Find the right ‘fit’

·         Get the best price for the business

·         Lead the transaction to closing

Impact:                 Within weeks, we found a fitting acquisition target. We positioned our client to realize 154% ROI.