We begin each project by asking questions and listening to our client so that we can gain a full understanding of what is important to them and in what order of priority. We recommend and guide rather than dictate and control. We operate professionally, personally, and with enthusiasm for the task at hand. Our knowledge and experience, along with our responsiveness to client concerns, are the key factors impacting the achievement of superior results and a high level of client satisfaction.
We differentiate our firm by only accepting a small number of projects, thereby providing each client with senior level project management from start to finish. We conduct our business and personal efforts with integrity. We pay close attention to our clients’ goals and directions. We achieve results through the insightful application of market knowledge and the effective and thoughtful use of our intelligence, experience, negotiating skills, and common sense. We are loyal to our clients and exercise great care in all that we do, including vigilance at all times in emphasizing confidentiality.
Our Value To Each Client
- A 31 year track record of industry specialized M&A experience and expertise ethically applied in working successfully with owners of privately-held firms, Corporate Development Directors & CEO’s of publicly-traded firms, and partners within private equity groups. Our involvement significantly improves each client’s chance for success.
- Achieving client goals through a time compressing effort utilizing an organized, structured approach tailored to the unique aspects of your business. Clients work full time on running their businesses, ensuring that performance remains on target during the selling process. We work full time on their M&A goals, ensuring that the momentum critical to the success of each project is maintained.
- Delivering an implicit message of earnestness to third parties that you are serious about buying or selling by engaging our well-known and respected team.
- Tailoring a strategy to meet the particular goals of each client.
- Assisting at each stage of the process. For buyers: Establishing criteria, identifying candidates, and opening doors. For sellers: Documenting a reasonable range of value and recommending a best probable strategy. For all: Non-disclosure Agreements, attendance at meetings, exploration of fit and value analysis, reviews of Letters of Intent and Definitive Purchase Agreements, due diligence monitoring and recommendations leading to closing.
- Advising objectively (sometimes encouraging, sometimes cautionary) regarding buyer or seller strengths and weaknesses, project challenges, potential roadblocks to a deal, and value and structure fairness.
- Serving as a sounding board and “buffer zone” to both parties useful throughout the give and take of negotiations (before or after agreement on value) when personalities, egos, and emotion can impact the ultimate success of a project.
- Understanding when it is appropriate to exclude ourselves in discussions between our client and the buyer or seller.
- Appreciation for the trust each client places with us while emphasizing honesty, fairness, and common sense in all that we do.