Sale-Side Services Delivers Value in Excess of Fees
The owner of a mid-market process manufacturing company planned to sell his successful company and exit the business. In the absence of other financial advisors or any prior experience with transactions, he needed a "helping hand" to prepare for the due diligence process and negotiate several elements of the transaction. As the deal progressed, the buyer proposed new terms, complicating the transaction and increasing the amount of communication required between all parties.
The sole owner of the company was looking to exit after successfully growing his business for many years. He did not have a Chief Financial Officer (CFO) or other transaction advisors. He needed a trusted advisor to guide him throughout the process.