Banner

< Return to News Articles

Using a Specialist in M&A

by Ken Schaefer

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.

< Return to News Articles

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.

    Read more >

  • 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.

    Read more >

  • 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.”

    Read more >

  • 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.

    Read more >

  • 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.

    Read more >

  • Business Transition Snippets

    Business Transition Snippets

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

    Read more >

  • 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.

    Read more >

  • 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.

    Read more >

  • 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.

    Read more >

  • 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

    Read more >

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.

    Read more >

  • 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.

    Read more >

  • 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?

    Read more >

  • 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.

    Read more >