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Success Stories


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.

Full Article >

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.

Full Article >



BTS News

  • M&A Trend Impacts Smaller Companies Too

    M&A Trend Impacts Smaller Companies Too

    Lower mid-market company sales are often influenced by larger M&A deal flow. A recent article on the Forbes website illustrates this point. Here’s why.

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  • New Chapter for Polartec

    New Chapter for Polartec

    Many in New England will remember December 11, 1995 the day that Malden Mills, the maker of PolarFleece® and the employer of thousands, burned to the ground. The company made headlines again June 12.

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  • A Good Process Gets Results

    A Good Process Gets Results

    Companies in the lower mid-market often are surprised when they attract attention from larger entities, even those whose balance sheets dwarf the target. Why do small companies attract this kind of in

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  • M&A Tip- Make Sure We Know Your Goals

    M&A Tip- Make Sure We Know Your Goals

    It’s a good idea for owners to be clear about their goals when discussing the sale of their company with the M&A advisor.

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  • M&A Advisor Tip: Intangibles Matter

    M&A Advisor Tip: Intangibles Matter

    Intangible assets can play a significant role in your business value. While these may not take physical form, they can be legally identified and transferred. It can be a hard exercise, especially w

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  • Selling Your Business? Get Clear About Why

    Selling Your Business? Get Clear About Why

    We regularly have conversations with owners about selling. As part of these discussions we take time to talk about the ‘why’. This almost always leads to one of ten core factors, each of which req

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  • Successful Acquisition Hinges on More Than Strategy

    Successful Acquisition Hinges on More Than Strategy

    In the current labor environment, it can be difficult to grow a business. Instead of hiring the talent you need to fuel organic growth, growth through acquisition can be another way to expand.

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  • Three Things to Check

    Three Things to Check

    When you are preparing for a possible transition and sale, lots of things come to mind. Before you get too far along the path to dreams, consider these three things when preparing for the transaction.

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  • What’s the M&A Outlook?

    What’s the M&A Outlook?

    The intense pace of mergers and acquisitions that shaped the Lower Middle Market last year is likely to continue through 2019, according to the most recent Market Pulse survey. The survey is a join

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  • Why an IOI can help get a better LOI

    Why an IOI can help get a better LOI

    We generally include an Indication of Interest (IOI) in our sales process. This is not the same as an LOI – letter of intent - but is still an important part of the sales process. Here’s why.

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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.

    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 >