Using a Specialist in M&A

Often one of the first questions we are asked during an initial meeting with a company owner is if we have experience in an industry.

We do – in the transaction industry, researching and finding a target list of likely acquirers, preparing marketing documents, managing the sales process, and the diligence process through to the closing.

While using an industry specialist to market a company may save a few days in preparing the offering materials, there is the danger of a cookie-cutter approach. In addition, preparing a list of possible acquirers within a single industry can be somewhat limiting.

Our team researches the industry we are working in with the various tools at our disposal.

We delve into the company operations and processes and spend time interviewing management to produce the best possible product in our marketing materials.

We execute deep research into industry players, parallel industries as well as a private equity nationwide that may invest in the industry in question, and in the transaction size we expect.

With the tools at our disposal, we construct a comprehensive target list to find the best possible acquirers, and execute the best possible transaction, not necessarily the quickest transaction.

Our goal is to generate interest in the opportunity from a variety of sectors, ranging from industry players to synergistic, strategic and private equity groups. Our experience is that this process generally brings the best value for the seller who can feel confident that all bases have been covered.

What our clients are saying...

“BTS quickly located prospective buyers, obtained an excellent sales price, provided expert guidance and delivered it with a personal touch. Early on John Howe checked that I was prepared for life after the sale and that legal and financial council was lined up and ready to go when required. As necessary Ken Schaefer personally coached all players in the technicalities of the process, a team effort. I investigated several brokers before selecting BTS who exceeded my expectations in every regard.”

- Leander Nichols

Comptus