Sell-Side Advisory
We work closely with privately-held, entrepreneurially led, and family-owned business owners in connection with a sale. We believe in creating long-term relationships with our clients before a transaction to understand and help sellers reach their personal and financial goals.
We typically work with businesses that generate $1M-10M of Adjusted EBITDA, which usually translates to revenue of $10M+.
We add value by executing a well-defined process, structuring and negotiating the terms, and enabling owners to lead their business during the transaction process. Selling a business is one of the most mentally and emotionally challenging experiences a business owner can experience, so it is important to choose an intermediary who gives your transaction the attention it deserves.
We leverage relationships built over 40+ years to add competition to the sell-side process and achieve more favorable terms than a seller would on their own. We help sellers achieve a higher purchase price than they could on their own without the representation of an investment banker.
We also work with private equity groups, family offices, and other investors and assist them with exiting their investments.
Piedmont M&A Advisors works with sell-side clients to lay out a timeline that works for the Company logistically and design a structure that captures the most value for its shareholders.
Exit Planning
Have discussions with you to gain a thorough understanding of your company and its operations. Learn your personal and financial goals in connection with a transaction. Develop financial models and establish company valuation expectations. Assist you with assembling your transaction team.
Marketing
Develop offering memorandum about your company and its value drivers. Conduct buyer research and generate a list of potential financial and strategic acquirers, screened to fit the criteria of the seller. Commence marketing campaign by calling potential buyers, distributing Teaser, and meeting with interested parties. Send NDA’s and offering memorandum to qualified buyers. Setup virtual data room and coordinate due diligence. Request Indications of Interest IOI’s from qualified buyers.
Negotiating
Review and analyze transaction terms with you to help you decide which offers are best. Schedule management meetings and company visits with potential buyers. Select final potential purchasers. Negotiate Letter of Intent with the right buyer. Obtain signed Letter of Intent. Coordinate due diligence process.
Closing
Work with attorneys on both sides to draft the purchase agreement. Secure transaction financing. Resolve any open issues between buyer and seller. Sign the purchase agreement. Close the transaction.
