The Mergers & Acquisition (M&A) Market
Call your local CBI Team office to schedule a confidential, no obligation meeting. Our highly trained and experienced Business Intermediaries will be pleased to provide you with professional advice regarding the market and companies that are seeking growth opportunities through acquisitions. Visit our locations page to find the office nearest you.
Our service agreement documents the terms or our arrangement, including service delivery approach, fee structure, exclusive representation for a period time, confidentiality and other relevant issues.
The first step will be to encourage our client to critically evaluate their business operations, identify opportunities for short and long-term improvements, and identify competitive advantages that will be of interest to well qualified buyers.
We strongly recommend that our clients obtain a third party, independent valuation of the business being offered for sale. We will recommend at least one, if not more, qualified valuation firms for your consideration.
We will assist you and your management team with the preparation of an effective Offering Memorandum. Although the company is responsible for the preparation and presentation of all of the information included in the Memorandum, we can provide you with a recommended format and suggestions on content.
While the Offering Memorandum is being drafted, we will work with you and your management team to formulate a marketing plan that will leverage your company’s strategic and competitive advantages.
Generally, the pool of buyers would include private equity groups, in-market investors, and competitors. We will develop a confidential profile based on the Offering Memorandum that will be required to sign a Confidentiality Agreement prior to receiving any Offering Memoranda.
A limited number of prospective buyers will be allowed to visit your facilities and conduct on-site due diligence meetings to facilitate their completion.
Prior to proceeding with negotiations with each prospective buyer, we suggest involving your attorneys and CPAs as their structural issues are addressed.
The attorneys for the seller and buyer are responsible for the drafting and the negotiation of the sales agreement and related documents. We will assist them with the review and document compilation process.
We work with management, attorneys and CPAs for seller and buyer to help resolve any open issues in a timely manner.