Investment Banking
You have one opportunity to sell your business—make sure you do it right.
We work with family-owned businesses in the lower-middle market, emphasizing early planning to identify and achieve your objectives.
Target Company Profile:
- We work with companies generating at least $5M of revenue annually
- Revenue Profile: $5M+
- Our process is tailored for companies with more than $1.0M in annual earnings.
- Earnings Profile: $1M+
- We sell companies valued between $5 million and $100 million.
- $5M-$100M
Our comprehensive mergers and acquisitions services ensure that each step is handled with expertise and precision, including creating company-specific marketing materials, communicating and negotiating with buyers, and coordinating due diligence. We expect our process to generate multiple offers, giving you the perspectives and options necessary to create the right transaction and partnership for your financial and legacy goals.
Services
- Professional Services
- Marketing Services
- Commercial Services
- Industrial Services
- Residential Services
- Healthcare Services (Non-Clinical)
Manufacturing
- Machinery & Industrial Equipment
- Plastics & Packaging
- Building Materials
- Construction Products
- Metals & Fabrication
- Food & Beverage
Distribution
- Logistics
- Maintenance, Repair, Operations (MRO Supplies)
- Apparel and Textile
- Wholesalers
- Value-Added Distribution
- Manufacturer Representatives
Not ready to sell or still in growth mode. Ask us about our Exit Planning and Outsourced Corporate Development Services.
As part of our sell-side services, we manage all aspects of your transaction process, including the development of Company-specific deliverables such as:
Financial Databook with supported EBITDA adjustments
One-page Confidential Profile
Comprehensive Confidential Information Memorandum
Targeted Strategic and Financial Buyer List
Centralized Virtual Data Room for Coordinated Due Diligence
Key Characteristics of our sell-side advisory services
- Exit Planning. We will work with your tax and wealth advisors to understand your personal financial needs and consider tax efficiencies or wealth transfer strategies.
- Focus on Institutional Buyers. We focus on the buyers that know how to get a deal done, including strategic acquirers, family offices, and private equity funds. This focus is intended to increase your probability of a successful exit.
- Efficient, not fast. The best processes move with purpose, but never at the expense of quality. We develop a process timeline that balances your daily business obligations with the investors' need for a visible cadence.
- Relationship Driven. Trust is crucial for successful deals, so we prioritize transparency and integrity. Regular communication with institutional buyers builds strong relationships and a deep understanding of industry trends and active acquirers.
- Creative Problem Solving. We address unique business challenges and negotiate solutions for a successful exit.
We’d love to hear from you
- Main office
Leawood, Kansas