Investment Banking | M&A Advisory
Sell Side
Advisory
Most entrepreneurs get only one opportunity to sell their company; they owe it to themselves to maximize their return.
The decision to sell your business may be the single most difficult decision you ever make. This decision will impact many… you, your family, your partners, your employees and your clients to name a few. The process may be complex and there will be important details to consider every step of the way. For most, this is unfamiliar territory and going it alone may not be your best option.
At Equevo we help business owners like you navigate the transaction process. During the life of nearly every business owner, there comes a point when one contemplates selling all or part of the company. For some owners, the decision to sell a business and transfer the risks and responsibilities to someone else is the clear choice. For others, the decision to sell may not be so cut and dry. It may make more sense to seek a financial partner who really understands the industry and the business opportunities a recapitalization would bring. It may be time to sell only a division, subsidiary or product line in order to improve the long-term prospects for a company.
The Business Selling Process:
For most business owners, selling a business is something that may happen only once in a lifetime. So, once you’ve made that decision to sell… what happens next? If you haven’t experienced the business selling process before, you may not know.
Equevo team will make you understand the complete selling process before engagement.
Formulating the Exit Strategy:
– Uncover exit goals via preliminary interview;
– Develop an exit strategy based on those goals;
– Establish business valuation criteria and ranges;
– Develop business value expectation; and
– Develop enhancement strategies to maximize company value prior to sale.
Preparing the business for Sale:
– Assess company’s strengths/ weaknesses, Unique selling point;
– Conduct soft due diligence and prepare data room for smooth transaction process;
– Develop personalized marketing program; and
– Prepare powerful marketing documents including a brief blind executive profile, a confidential information memorandum and business model of the company
Marketing the Company:
– Identify potential buyers worldwide;
– Identify prospective equity and strategic partners;
– Identify, screen and initiate confidential discussions with potential buyers; and
– Generate interest and arrange facility visits and management meetings.
Executing the Sale:
– Receive Letters of Intent;
– Negotiate chosen Letter of Intent on behalf of the client;
– Negotiate structuring the transaction;
– Managing the due diligence process via a secure online Dataroom;
– Coordinate legal, tax, accounting and other professionals; and
– Review agreements and closing documents.
Buy Side
Advisory
Acquiring or buying a business can be an effective growth strategy for your middle market company. As the whole is generally greater than the sum of the parts, a synergistic acquisition can offer huge potential for sustainable growth.
As most business sales are confidential, you’ll rarely see a “For Sale” sign posted in front of a business that is on the market. So, when you’ve decided to invest in an existing company, how do you go about locating that one business that fits your goals and budget? Buying a business is a complex process that requires expertise in researching and identifying acquisition prospects, initiating conversations, and recommending strategies for making an offer.
Equevo, an investment banking firm serving the needs of middle-market business owners, and its network of dealmakers has been helping owners buy businesses. Our commitment to remaining independent from any investment or lending affiliates ensures that we deliver unbiased guidance. It also promotes maximum competition among lending sources, helping to fully leverage value for our clients. Our team of experienced professionals, coupled with our long standing relationships with both strategic and financial buyers makes Equevo the solid choice for buy side advisory services.
The Business Selling Process:
Once you have decided to buy a business, locating that one company that fits perfectly with your business goals and budget can be a challenge. Equevo, an investment banking firm serving the needs of middle-market business owners, has developed and refined a successful business buying process.
Clarify the Buying Strategy:
Based on the management and business owner we define our strategy for potential growth of the organisation and plan buying strategy based on:
– Growth Strategy or Industry Consolidation Strategy;
– Business Diversification Strategy; and
– Management Buyout.
Identify and Qualify Prospects:
– Identify multiple potential acquisition targets, including companies not on the market. Ascertain if they have an interest in selling and a desire to complete the transaction as offered by the buyer;
– Qualify the prospects based on the criteria established with the buyer;
– Establish valuation expectations and price multiples; and
– Exchange information and assist in the negotiation of a letter of intent.
Negotiate and Close the Deal:
– Structure the deal;
– Coordinate the professional team including attorneys and other professionals; and
– Close the deal.
Growth Equity &
Private Placements
Equevo team will advise companies that have witnessed the first stages of commercial traction after being venture backed and position them for rapid expansion through a mixture of advisory support and ultimately, access to a deep funding base of private growth investors. Similarly we will work with entrepreneurs that have grown impressively without any outside capital and are looking for a first institutional partner to help drive the business to the next level of growth.
Equevo team works closely with sector specialist bankers and investor coverage groups to plan the right growth & fundraising strategy, mainly focused on raising primary growth capital to organically build revenues/ profits, but can also include capital to fund acquisitive growth and/ or provide liquidity to existing shareholders or early backers.