We partner with investment banks to deliver outsized returns
An investment bank performs a critical role when you sell your business. From setting up a data room, to building core documents to tell your story (teaser, memorandum, management presentation), to the critical role of creating competition from multiple bidders, through final negotiations and due dilgence, a strong investment bank can make a huge difference in the outcome of your sale.
We believe this so strongly that we require any business owner we serve who is looking to sell to hire an investment bank to lead the sales process.
Our role is working with management to unlock hidden value in the business, to make sure the entire deal team is working together optimally, and to mentor management to outperform in the process:
Increase company value
We make sure that all business leaders truly understand and can articulate the business’ distinctiveness
We also pick up “low hanging fruit” which can drive immediate increases in EBITDA - which can have a 5X, 10X or greater payoff at closing
Finally, we make sure you have the right leadership team - or at least a plan to address any gaps in the team
Build out rest of deal team
After hiring an investment bank, most companies still need to hire an accounting firm for a quality of earnings (QoE) report and a deal lawyer.
Our process helps get top quality QoE providers who are fully aligned with the business story.
We also have identified top quality lawyers whose fees are >70% lower than the buyer’s fees - while still generating excellent deal documents.
Mentor management to succeed
The difference between a good vs. great outcome is how well management performs - particularly during management meetings.
We make sure management truly understands why the business is valuable and know how to present the value in a stressful environment.
If management does great, multiple buyers will be interested; if they don’t buyers will largely drop out - greatly impacting deal value.
Maximize the value of your business when you sell
You have entered a new phase once you have hired an investment bank
You business will sell at a multiple of your profits (EBITDA). Investments made during this process are an “add back” so you can spend to improve your business without a negative hit to earnings.
Investments you make during the next 3-6 months can greatly impact your sale value
In general, investments during the sale process cost you thousands of dollars and the impact can be millions of dollars. So the return on investment (ROI) is very high. This is not a time to be penny-wise and pound-foolish.
Learn how we can help you outperform during the process
As long as you have not already made the management presentations, we can help your team to achieve a higher level of performance. To learn more, schedule a consultation with us or ask us a question: