Mergers & Acquisitions Advisory Services
Our team has advised on 100+ M&A and capital market trancations across the lower middle and middle market, delivering tailored, process-driven advisory to founders and investors. We take a higly customized approach to each mandate, operating as an extension of your team to maximize value through disciplined execution, competitive buyer processes, and strategic positioning. Our capabilities span full sale processes, majority recapitalizations, acquisition financing, and comprehensive dilligence management, including data room preparation and end-to-end transcation execution.
- Sell-Side Advisory
We manage the full sale process, from positioning and preparation through buyer outreach, negotiation, and closing
- Buy-Side Advisory
We identify, evaluate, and negotiate acquisitions aligned with your strategic and financial objectives.
- Strategic Positioning &
Market Readiness
We analyze your business, highlight key value drivers, and develop materials to present your company to the market.
- Process Management
We coordinate diligence, manage communications, and create competitive tension to maximize value.
- Valuation & Financial
Analysis
We deliver data-driven valuation support, financial modeling, and transaction structuring analysis
- Negotiation & Deal
Structuring
We guide negotiation of terms and structure to achieve optimal outcomes.
- Post-Transaction Support
We assist with closing logistics, transition planning, and integration considerations.
Sell-side
You’ve dedicated years of hard work and sacrifice to grow your business to where it is today. Now Capital Partners understands this, and works hand-in-hand with clients ready to exit or looking for partial liquidity options. We vet prospects, find qualified buyers, and provide realistic business valuations. We know that selling a business is a stressful, risky process, which is why we manage the process from start to finish, obtaining the most favorable outcome for our clients. Through our years of experience, we have identified key processes to allow owners to get what they deserve for businesses they often have spent a lifetime building.
Advisory Services Offered
- Recapitalizations
- Corporate Sales
- Valuation of targets
- Comprehensive business analysis
- Marketing preparation
- Divestitures
- Mergers
- Due diligence and closing
- Business valuation
- Buyer identification and analysis
Buy-side
Deciding to buy an existing business is a highly effective strategy to grow, expand into new markets, and obtain new customers. However, it can be hard to know where to begin, and the search process can put a strain on your business’ existing time and resources. Now Capital Partners utilizes a strategic acquisition process to help you identify and negotiate with potential targets and achieve an outcome with the best prices and terms.
Advisory Services Offered
- Acquisition plan development
- Development of screening criteria
- Valuation of targets
- Purchase offers and negotiation
- In-depth industry assessment
- Selection of ideal candidates
- Due diligence and closing
OUR THREE PHASES
Discovery and Strategic
Valuation Analysis
Deal Package and Materials
Creation
Go To Market
Ready to take your business to
the next level?
3 MISTAKES
COMMONLY MADE BY
OWNERS
Over the years, we have identified key mistakes that keep owners from getting what they deserve for businesses they often have spent a lifetime building.
Not understanding the incentive of buyers
Targeting The Wrong Buyers
Not sufficiently preparing the company for sale and shaping the story
Our Value
We Utilize a Variety of Methods to Value the Business
We Target the Right Buyers
We Understand the Importance of Timing
We know it is not
easy to sell
WE KNOW OWNERS ARE NOT READY
A majority of business owners do not have a full understanding of what takes place
in the selling of a business
Do not know the real value of
their business
Lack a comprehensive exit
strategy
Have no structures in place to shield sale proceeds
M&A FAILURE RATE & advisor PREMIUM
Advisor premium
Private company sellers
that used an M&A Representative saw a 20% increase in valuation over sellers that didn’t.
WHO OWNERS ARE
SELLING TO
41% of those who want to sell plan to do so within 5 years.
20% said they plan to leave it to family.
21% of family members are not qualified.
10% don’t know who they’ll sell to.