Goldbear has extensive experience in advising family-owned businesses, portfolio companies of private equity firms and divisions of large corporate parents with regard to the sale or divestiture of middle market companies. We also advise clients relative to their growth strategies and assist with the evaluation and execution of targeted acquisition transactions.
Sale or acquisition transactions typically include the following services:
UNDERSTANDING CLIENT OBJECTIVES
Goldbear bankers invest the time and effort to understand our client’s specific circumstances so that all of the potential strategic and financial alternatives can be evaluated and a clear game plan developed.
Goldbear has significant experience in the valuation of privately owned businesses across a wide range of industries. We perform an extensive analysis of the business as well as evaluate industry trends and various other factors in order to inform our clients as to the likely range of value they can expect.
IN-DEPTH BUSINESS REVIEW
Goldbear devotes time and resources to understand the intricacies of the business and industry. This effort is critical to identifying the factors that need to be emphasized to particular buyers and anticipating potential areas of strength and vulnerability that may require support or further analysis.
DEVELOPMENT OF MARKETING DOCUMENTS
In conjunction with our review of the business, Goldbear prepares a thorough information memorandum that presents the business in a compelling manner.
IDENTIFYING PROSPECTIVE BUYERS
We access extensive global resources and proprietary Goldbear databases in order to identify and qualify the most likely strategic and financial buyers for any given situation.
NEGOTIATIONS AND CLOSING
Goldbear’s bankers have extensive experience in addressing the various issues that arise during the course of any transaction process. We represent our client’s interests throughout all of their negotiations in order to maintain the highest possible value during a buyer’s due diligence and to ensure that purchase agreement terms are fair and reasonable.
We proved ourselves with over $100 million in M&A deal value in the sectors of retail, industrials, consumer packaged goods, pharmaceuticals and manufacturing.