Managing Partner
CurrentWe provide Merger and Acquisition services in the tri-state region. For sellers, we have a track record of attracting buyers who will keep the company in the region and continue to offer employment opportunities and local economic success. For buyers, we have a track record of finding target companies that match your strategic acquisition objectives and integrate smoothly.For Sellers we will:...Identify and quantify strengths and weaknesses that will affect your transaction value and marketability. From this, we will prepare a Marketability Assessment....Utilizing our dedicated research team, we will conduct extensive research to find the ideal strategic buyer for your company. ...Prepare you for the selling process: Present your company to the buyer, establish a selling price and selling strategy, develop the negotiation strategy, coordinate strategy with your attorney and CPA....Assist in negotiation, develop letter of intent, assist in customer and employee retention strategies, and develop a communication strategy....If our Marketability Assessment determines that your company is not ready to sell at the price you need, we can help you develop and implement a plan to improve value.For Buyers we will:...Define the characteristics of the ideal strategic acquisition: financial performance, market & product synergy, human capital, operational assets & cultural compatibility....Develop a Strategic Acquisition Profile and a Priority Matrix....Conduct research to find companies that fit your Strategic Acquisition Profile....Contact the acquisition candidates....Prepare your acquisition team for the transaction process....Assist with negotiation....Assist with letters of intent & contracts....Assist with due diligence: Financial, operational, market, management, culture....Assist with post-transaction integration & communication,
