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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. This title distinguishes its holders as seasoned intermediary professionals who have a solid educational background, proven accomplishments in completing deals and a strong passion for the M&A Source and M&A work. Successful completion of the M&AMI certification process significantly distinguishes M&A professionals within their field. The M&AMI is the only designation to require both educational credits and the successful completion of multiple middle-market transactions.

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

  • Questions That Owners Consider

    Questions That Owners Consider

    We have had many conversations with business owners in the lower mid-market who are unsure about the future and wonder whether they should sell or hold.

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  • SBA Debt Relief Incentivizes Buyers

    SBA Debt Relief Incentivizes Buyers

    SBA debt relief efforts are incentivizing buyers to move ahead with business acquisitions.

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  • Don’t Let the Pandemic Sideline Your Dreams

    Don’t Let the Pandemic Sideline Your Dreams

    As we emerge from the Covid 19 shut downs, some may be fearing “oh no, I am stuck in the saddle again.” We think there is reason to look at the horizon more positively. That involves taking actio

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  • Prepare for the Market Rebound

    Prepare for the Market Rebound

    For many business owners, the economic effects of the COVID-19 pandemic have been devastating – especially for those who were planning to sell their businesses.

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  • Using Downtime to Add Value

    Using Downtime to Add Value

    As business owners are working to process the impact of COVID-19, we’re looking at how it will affect M&A. The good news is that many companies and private equity firms have been doing well for year

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  • Are Buyers Still in the Market?

    Are Buyers Still in the Market?

    We believe that mergers and acquisitions will continue once the current crisis ends...based on the volume of inquiries from private equity funds, search funds and well-funded individual buyers.

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  • Use the Threat to Better Prepare

    Use the Threat to Better Prepare

    Today there is a lot of uncertainty about the future of business...there are things you can do to prepare for an eventual sale of your company– especially now.

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  • Crisis Shows Ripple Effect of Business

    Crisis Shows Ripple Effect of Business

    Our focus at BTS is on small companies that are the backbone of the economy...This gives us exceptional insight into what it is like to be owner-operators.

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  • Dealing with risks in a company sale

    Dealing with risks in a company sale

    The passing last week of Harvard Business School professor Clayton Christensen – famous for his theory of business disruption - is a good time to consider business risk.

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  • M&A Advisor Tip: Earnouts Can Break a Deadlock

    M&A Advisor Tip: Earnouts Can Break a Deadlock

    Earnouts can be used to address a perception of risk faced by a buyer. They also are used to bridge a valuation gap between a buyer and a seller.

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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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