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Our Team Approach

Experience – Times change. Leadership for change. This is our philosophy. We’ve been where you are now, and draw upon over three decades of experience to help you. Our team includes business owners, high level managers, sales professionals, business consultants and business finance experts.

M&AMI – Multiple members of our team are recognized as M&A Master Intermediaries. This designation is transaction-based, and is awarded only to highly qualified intermediaries with substantial experience by The M&A Source, an industry group serving the transaction profession.

CEPA – Our team includes a Certified Exit Planning Advisor who earned credentials through the Exit Planning Institute in Chicago.

CMAP – The Certified Merger and Acquisition Professional designation is earned through academic study at Coles Business School, Kennesaw State University, in Georgia. It is a collaborative program between the university and The M&A Source, an industry group of professionals in the transactions industry.

Professional Involvement – Team members are active in industry associations and conferences to stay current with trends and best practices. Several are either in leadership positions or on committees with The M&A Source, a national association of professional intermediaries. Other affiliations include Alliance of Merger and Acquisition Advisors (AMAA); New Hampshire and New England Exit Planning Exchange (XPX); International Business Brokers Association (IBBA); New England Business Brokers Association; Business and Industry Association; various other market sector groups.

Results – You wouldn’t let just anyone run your business. The same is true when it is time to sell. We have a proven track record of results.

Confidentiality – We practice what we preach when it comes to confidentiality. You can trust us with your information knowing we will treat it with great care.

 

BTS News

  • Looking Back to Plan the Future

    Looking Back to Plan the Future

    As one year closes; another is just beginning. It is an excellent time for company owners to consider the options for what is next.

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  • Growth Through Acquisition in the Lower Mid-market

    Growth Through Acquisition in the Lower Mid-market

    Growth through acquisition has been a strategy largely used by mid-sized and larger companies for years. Now firms in the lower mid-market are getting into it as well.

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  • PEI Cites 8 Attributes of Quality Deals

    PEI Cites 8 Attributes of Quality Deals

    Quality deal flow is among the top concerns for M&A advisors. A recent blog posted by Private Equity Information offers 8 key attributes of “quality deals.”

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  • In an M&A Program: Why Consider a Business “Carve Out”?

    In an M&A Program: Why Consider a Business “Carve Out”?

    An M&A program need not be limited in the search to the complete acquisition of a company.

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  • The BIA Report on Consumer Confidence

    The BIA Report on Consumer Confidence

    "NH consumer confidence remains high" according to the latest BIA Survey conducted October 10 and October 18, 2018 by the UNH Survey Center.

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  • Business Transition Snippets

    Business Transition Snippets

    Here are a few observations we culled from sources we regularly review that relate to business transitions.

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  • What to expect in the LOI exclusivity period

    What to expect in the LOI exclusivity period

    A question that often emerges when reviewing proposals for acquisition with owners is the exclusivity period.

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  • Growth through acquisition isn't just for the big companies

    Growth through acquisition isn't just for the big companies

    Growth through acquisition Is a valid strategy for businesses in the lower mid-market as well as the mid-market.

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  • The exit decision- timing and issues

    The exit decision- timing and issues

    When should a business owner start thinking about planning their exit? Early! This is a high-stakes decision and should not be first contemplated when it is imminent.

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  • April PEG investments

    April PEG investments

    It is interesting to watch trends in private equity investments. In general, they reflect confidence in the value of making things. Transactions give insights on the broader acquisition environment, p

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Case Studies

  • Precision Machining Company

    Initially, liquidation was a serious consideration. It would offer a quick exit but would hurt loyal employees and disrupt the customers who had come to rely on its quality production.

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  • Green Product Company

    Our client owners could dig in for the long haul…However, this would take five years or more. Owners simply lacked the horsepower to do it.

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  • Water Purification Company and Young Buyers

    Owners decided they wanted to retire. They also wanted to be fair to the staff who had been loyal to them. Could the company be sold, the staff retained and the facility remain in use?

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  • Magnetics Company with High Profile Customers

    (T)he manufacturer would need to focus on growing EBITDA to capture interest from major strategic buyers and achieve a higher multiple of earnings.

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