News & Events


Before contemplating the path of a transaction, be sure to get your “house” in order. It’s never too early to start thinking about a liquidation or acquisition event (e.g., buy, sell, tuck-in, bolt-on, reorganization, etc.). Be sure to thoughtfully think about the necessary work-streams and the team that will be required to support the transaction.

SELL-SIDE INVESTMENT BANKER 

  • Facilitators of the transaction who work directly with the Sellers and Potential Buyers
  • Prepare marketing materials, utilize proprietary network and relationships to find the most suitable Buyer, interface with buyers throughout the transaction process, support negotiations

LEGAL

  • Review of the proposals (LOI / EOI), preparation and review of the purchase agreement, background and compliance, permit reviews, support negotiations
  • Complete necessary legal due diligence, including but not limited to corporate structure, taxes, intellectual property, material assets, contracts, employee and management

ASSURANCE AND ACCOUNTING 

  • Provide assistance in books and records recording, summarization and reporting, and valuation services
  • Prepare for an event by investing in entity historical recordkeeping and support documents 

DUE DILIGENCE 

  • Comprehensive qualitative and quantitative analysis of the entity to assist with the “speed-to-close” process.
  • Calculate important metrics utilized to determine enterprise value, including Adjusted EBITDA Net Working Capital (NWC), Debt-Like items, CapEx
    • Typically, completed prior to launching the marketing material to Potential Buyers
    • Validate adjustments to EBITDA and NWC utilizing support, as well as corroboration to Management’s / the entities story
  • Support negotiations and interface with the Potential Buyer’s buy-side due diligence team 

FINANCING 

  • Mezzanine, Junior Debt, Senior Debt, Revolvers, Letters/Lines of Credit, Equity, Leverage, Rates, Term Letters

TAX AND ESTATE PLANNING 

  • Taxation strategies (Fed, State, Local, Sales and Use, Payroll, Personal)
  • Personal and entity planning (e.g., gifts, trusts, tax efficiency, residency, wealth reduction