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...

“It is a privilege to write a letter of recommendation on behalf of Business Transition Strategies. …As with any family business, negotiations need to be handled delicately and, as with any sale, both parties need to be satisfied with the end result. Quite frankly, without their help, this could not have been achieved. John Howe and Ken Schaefer skillfully analyzed the books and were able to bridge the gap between the sellers’ belief of what the company was worth and its actual worth. Their style is objective, straightforward, thorough and kind in the delivery of their assessment. After the sale was achieved to both parties’ satisfaction, John and Ken were hired to help with the adjustment of the acquisition and the financial health of the company moving forward. I can highly recommend this talented group of experienced business advisors to any company in need of clear and thoughtful company planning and adjustments.”

- Jane Longden

Decora