Middle-Market Mergers & Acquisitions

The long-term growth and effectiveness realized through effective mergers and business acquisitions is often compelling. To ensure strategic success in such transactions, the advisory team must be fully able to address the risks and opportunities of each transaction, whatever industry may be represented. Achieving success in mergers across industry and state borders is the test of a truly qualified M& A professional. Contact our team today for information on how we can help you sell your business.

Our network of business partners specialize in businesses with sales revenues from $20 million to $200 million or typically $5 million to $20 million in EBITDA. We act as middle market intermediaries, representing North American businesses, including owners, investors and sellers.

We are a nation-wide provider of M&A services dedicated to serving the needs of shareholder’s managers and owners of mid-cap public companies, midsized privately held businesses. We help in combining companies, capital and creativity on a broad scale to help meet our clients strategic, long-term plans.

Our in depth industry knowledge of each of the various sectors we represent facilitates smooth merger and acquisitions in North American middle market companies. A specialized team of financial research experts is available to help your business from start to finish, allowing you to garner the most from your business exit.

While we work successfully with companies competing in a diverse array of business sectors, we understand the benefits gained from specialization and offer particular expertise in many distinct industries.

For Buyers & Sellers

Targeted and efficient private merger and acquisition advisory for both buy and sell-side deals.

Delivering desirable results in M&A is a combination of deep industry-specific knowledge, the appropriate network of buyers and proper timing. Seizing the moment when engaging in sell-side deals requires foresight with a pulse on where to harness the power of strategic buyers for your business.

Strategic vs. Financial Buyers

When it comes time to divest, shareholders are generally interested in ensuring the business remains sustainable while simultaneously receiving the highest industry multiple possible. In assessing the buyer ecosystem, we connect sellers with both financial and strategic buyers. In most cases financial buyers are represented by private equity firms seeking solid portfolio add-ons. Strategic buyers, on the other hand, generally have a more compelling business need that is fulfilled by the seller’s company.

In performing sell-side buyer outreach we connect with both strategic and financial buyers to ensure the best possible outcome for our clients. Whether engaged in buy or sell-side transactions, we always have our client’s best interest as our highest priority. Our strategic approach to deal-making involves the following key pillars.

Timing

Maximizing payout in doing deals is often a byproduct of proper planning and good timing. Understanding the dynamics of proper timing combines knowing how to increase profitability in a sustainable way while simultaneously having a pulse on the general market swings. Determining the right time to sell is a decision that is based on both internal profitability and growth combined with external market-drivers and economic trends. Both buyers and sellers will maximize their respective returns by working on deals that favor the proper execution of the “timing factor.”

Targeted Marketing

There is no “silver bullet” when it comes to getting deals done. Multiple channels and methods are necessary to flesh-out all the potential interested parties in a transaction. It was John Wanamaker who said,

At ROI we not only utilize multiple marketing channels when doing outreach, We also help to solve the “which half” issue by measuring each aspect of our business outreach. With a global partnership reach and a tacit understanding of the nuances of a number of key industries, we provide the missing link required to effectively market your company to the right prospects.

Determination & Commitment

Committed and motivated deal-makers not only inspire trust and professionalism, they also ensure a more probable outcome. One of the biggest secrets to finding the right buyer is to ensure the seller is committed to fully divesting. Regardless of whether we work with buyers or sellers, being committed and determined has one of the biggest impacts on whether the initial goals of the company are eventually met.

Buyer Competition

Working the economic angle in doing deals is essential when representing buy-side clients. Pumping up demand by bringing multiple buyers to the table in a strategic auction format will increase the “rule of thumb” multiples and maximize the sale price of any company. After bringing multiple strategic and financial buyers to the table, we structure a strategic auction with the interested buyers.

Getting the deal done is always a mix of art and science. We combine a relentless focus on the numbers with a comprehensive view of market economics and finesse to ensure you maximize your business potential.

Get in touch with one of our knowledgeable real estate investment banking professionals.