Transaction Services

Client

Mid-tier Manufacturing Company

The Challenge

A privately help manufacturing company grew significantly over a 11-year period and the founders wanted to sell the company.  The following goals were pursued during the engagement:

  • Analyze current business operations and reported financials
  • Assist in business case and PPM documentation preparation
  • Provide negotiation assistance and facilitate investor inquiries

The Solution

Working closely with our Client, the HBSC Team gained a thorough understanding of the operations and financials and executed the marketing and sale of the company.   The following tasks were completed:

  • Assist with high-level financial and business analysis, including reviewing existing financial documentation and addressing any anomalies.
  • Create documentation for marketing the company to financial and strategy buyers, including NDAs, executive summaries, business plans, and private placement memorandums (PPM).
  • Assist in marketing the company to interested third parties.
  • Determine sales strategy and lead third-party negotiations.

The Benefits

Client organization achieved a successful transaction outcome with the following benefits:

  • Multiple Offers Generated: Marketed the deal to Private Equity and existing industry participants.
  • Business Sold Within 90 days: Transaction was analyzed, marketed and closed within desired timeframe.
  • Company Sold Above Asking Price: Company was sold for more than original asking price

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