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We accept a limited number of client companies to represent in a traditional full service confidential merger & acquisition advisory capacity. We only offer full representation to companies that meet a very narrow set of criteria and where we are confident our time, resources, and effort will result in a successful outcome for our client. We call this, “Fortune 500 Service for Middle-Market Companies”.
Whether a company has revenues of $200 million, or only $2 million, we believe they need and deserve the same level of service that larger firms enjoy. Since 1989 our team has successfully completed over 1,650 engagements and offered client companies an exceptional blend of financial and advisory expertise, “street smart” negotiating skills, and professional integrity.
We focus on finding hidden values, true earnings vs. reported earnings, proper positioning and proven strategies to efficiently close win-win transactions. We are a critical corporate development resource that allows our clients to level the playing field with larger merger candidates or competitors. We help clients maximize their shareholder value.
We maintain our own proprietary internal database of over 3,750 Private Equity/Buyout Groups in North America/Europe/Asia, over 1,200 other intermediaries and investment banking firms (each with their own registered buyers) and directly contact over 2,500 companies each month (30,000/year) on behalf of our clients. We also research strategic buyers (both public and private companies) using industry, geographical, and financial criteria, as well as past acquisition history within each industry. Our " Fortune 500 Service for Middle-Market Companies " assures our clients unparalleled access to the international marketplace.
The fees for these
services vary by scope and complexity and can only be quoted
on a per case basis. However, the typical full-service Comprehensive & Confidential
Sell-Side Representation normally is charged at the rate of
three monthly payments of $9,000 to $12,000 and includes our Professional
Fair Market Valuation as
well as research and preparation of all financial and marketing
materials needed to properly present the company. Normally
this includes all costs associated with marketing the company.
We typically do not charge monthly retainers for
this service. Our objective is to get the transaction closed
at the highest possible price/valuation for our client (our
level of compensation is in fact contingent on this level).
Upon closing our success/completion fee is due, but only when
we have actually closed a transaction for our client with a
suitable buyer or investor. This success/completion fee typically
is on a sliding scale based on the Gross
Transaction Value at 10% of the first million, 8% of the
second million, 6% of the third million, and 4% of every million
thereafter. (For large transactions this fee can be reduced
down to only 2%). This fee is only due upon successfully closing
a transaction, otherwise there would be no completion fee due
us.
Other Investment Banking services are also available. Fees for these specific services can only be quoted on a case by case basis and may include the following:
- Mergers & Acquisitions (Buy or Sell Side Advisory/Consulting Only)
- Debt Placements and Equity Infusions
- Business Valuations
- Advisory Services
- Reorganizations
- Reverse Mergers
- Due Diligence Studies
- Advice on Public Relations and Investor Relations
- Reporting on Financial Markets and Public Securities Markets
- Capital Structures
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