The client receives confidential, comprehensive advisory services throughout the merger & acquisition process from an appointed senior level associate or principal only.

SBRI provides companies with 5,000,000 to $40,000,000 annual revenue with resources, expertise and representation usually limited to much larger companies.

Executing a successful Merger & Acquisition transaction, one that maximizes the value of the transaction, requires a carefully planned and structured approach that is designed to minimize risks and maximize results.

The transaction should include all necessary elements and execution of each process of the transaction must be executed correctly if the results are to be maximized for the client.

• The goals and objectives must be clearly defined and options carefully explored. This process forms the core of the transaction.

• Each business is unique and each transaction requires an approach tailored to the individual characteristics of the transaction. A customized approach impacts every process as well as the structure of the transaction. It identifies challenges and opportunities, and assists with positioning the potential transaction in the marketplace.

• A Valuation is essential to measure the fair market value of the company. Supported by research and analysis, it illustrates earnings potential and establishes an objective value in the current Merger and Acquisition environment.

• Documentation should be carefully prepared for the pro forma. The information needs to be concise, accurate, in-depth and strategically attractive to the interest of targeted buyers or sellers.

• The search for buyers or sellers needs to be comprehensive in terms of diversity and Geographic's. It should target buyers or sellers with similar objectives, motivated in a buy / sell transaction and have the financial capability to complete the transaction.

• Negotiations must be orchestrated and structured to create an expedient and forthright completion of the transaction. Due diligence is a most sensitive part of the transaction presenting one of the greatest risks to the success of the transaction. Negotiations and due diligence must be managed with skill and care.

A professional M & A transaction is complex requiring time, knowledge and experience. Business owners, who may be expert at operating their companies, find through a lacking of any of those requirements can expose themselves to costly mistakes and / or loss of a desired transaction.