Services
We provide a variety of M&A consulting services with a primary focus on Sell-Side Representation. For M&A transactions, we are best suited to work with privately held businesses in the lower to middle market with an annual revenue of $10MM - $150MM. However, our standalone consulting and exit planning services offer companies of any size the opportunity to benefit from the insight and guidance of an M&A expert in order to best position their company for a future sale. Through our consulting services we are able to partner with your existing financial advisors, accounting, and legal firms to bring a valuable M&A perspective to your business.
CONSULTING & EXIT PLANNING
Our consulting services allow you to work directly with an M&A expert to gain insider knowledge and learn how to align your growth strategies with key valuation metrics and buyer motives. We will tailor a plan that will put you in a stronger, more agile position to capitalize on favorable market conditions or respond to unforeseen circumstances in the future.
M&A SELL-SIDE REPRESENTATION
With over 40 years of experience and billions in successful transactions for our clients, SM2 Advisors will bring the expertise, global network and commitment necessary to ensure you receive maximum value for your business. While there may be a number of contributing factors driving your desire to sell, there are also potentially a number of paths forward, depending on what you are trying to achieve in the short and long-term. With your best interest at heart, we will guide you through each step of the process while pursuing the right buyers to bring to the closing table.
M&A SERVICES
• Partnership Buyouts
• Debt Restructuring
• Recapitalization
• Management Buyouts
• Employee Stock Ownership Plan (ESOP)
• Corporate Carveouts
CONSULTING & EXIT PLANNING
Our consulting services allow you to work directly with an M&A expert to gain insider knowledge and learn how to align your growth strategies with key valuation metrics and buyer motives. We will tailor a plan that will put you in a stronger, more agile position to capitalize on favorable market conditions or respond to unforeseen circumstances in the future.
M&A SELL-SIDE REPRESENTATION
With over 40 years of experience and billions in successful transactions for our clients, SM2 Advisors will bring the expertise, global network and commitment necessary to ensure you receive maximum value for your business. While there may be a number of contributing factors driving your desire to sell, there are also potentially a number of paths forward, depending on what you are trying to achieve in the short and long-term. With your best interest at heart, we will guide you through each step of the process while pursuing the right buyers to bring to the closing table.
M&A SERVICES
• Partnership Buyouts
• Debt Restructuring
• Recapitalization
• Management Buyouts
• Employee Stock Ownership Plan (ESOP)
• Corporate Carveouts
CONSULTING & EXIT PLANNING
Our consulting services allow you to work directly with an M&A expert to gain insider knowledge and learn how to align your growth strategies with key valuation metrics and buyer motives. We will tailor a plan that will put you in a stronger, more agile position to capitalize on favorable market conditions or respond to unforeseen circumstances in the future.
M&A SELL-SIDE REPRESENTATION
With over 40 years of experience and billions in successful transactions for our clients, SM2 Advisors will bring the expertise, global network and commitment necessary to ensure you receive maximum value for your business. While there may be a number of contributing factors driving your desire to sell, there are also potentially a number of paths forward, depending on what you are trying to achieve in the short and long-term. With your best interest at heart, we will guide you through each step of the process while pursuing the right buyers to bring to the closing table.
M&A SERVICES
• Partnership Buyouts
• Debt Restructuring
• Recapitalization
• Management Buyouts
• Employee Stock Ownership Plan (ESOP)
• Corporate Carveouts
5 Steps To Sell Your Business
1. Enterprise and Asset Evaluation
Conduct a review of company financials, history, SWOT Analysis, Organization Charts, and other factors to determine the overall health and direction of the company. Identify specific factors that drive value.
2. Industry Evaluation
Research current industry trends and factors, including but not limited to recent trades and M&A activity.
3. Buyer Procurement
Strategically identify and contact potential buyers to begin the negotiation process.
4. Deal Terms Negotiation
Act as project manager utilizing various experts and consultants to negotiate best possible terms for seller with specific focus on legal, tax, and liability consequences.
5. Closing
Managing due diligence process all the way through to the closing table.
5 Steps To Sell Your Business
1. Enterprise & Asset Evaluation
Conduct a review of company financials, history, SWOT Analysis, Organization Charts, and other factors to determine the overall health and direction of the company. Identify specific factors that drive value.
2. Industry Evaluation
Research current industry trends and factors, including but not limited to recent trades and M&A activity.
3. Buyer Procurement
Strategically identify and contact potential buyers to begin the negotiation process.
4. Deal Terms Negotiation
Act as project manager utilizing various experts and consultants to negotiate best possible terms for seller with specific focus on legal, tax, and liability consequences.
5. Closing
Managing due diligence process all the way through to the closing table.
