What We Do

Our sell-side representation provides decades of cumulative experience to make sure you and your business are ready for a sale.

• Assessment
  • Work with clients to define goals – complete sales, majority recapitalizations, or minority sales may be most appropriate depending on client desires and the business landscape
  • Design a marketing effort reflecting the client’s interests. Marketing can be narrow and focused for confidentiality reasons, or broad to maximize the number of potential buyers
• Confidential Information Memorandum
  • Build a confidential information memorandum (CIM) that highlights the strengths of the existing company while showcasing potential opportunities for a new owner. Our goal is to create a CIM that will draw in a wide array of potential buyers
• Sell-Side Marketing
  • Market the company to potential buyers – including the franchisor, strategic buyers (other franchisees), financial buyers (including private equity groups, and family offices), or individuals – through tailored approaches suited to each type of buyer
• Letters of Intent (LOI)
  • Negotiate Letters of Intent (LOI) to not only maximize enterprise value, but also to ensure transaction structure leads to the best possible outcome for the seller
• Due Diligence
  • Develop targeted preparation guidance for the due diligence process, including providing document checklists and assisting with the compilation of the relevant documentation.
  • Provide clients with highly secure data room services that facilitate the safe transmission of data
• Close
  • In major transactions it is critical to have a representative who can navigate closure effectively. Our experience brings stability to the closure process, ensuring that transactions are finalized smoothly, efficiently, and fully aligned with the terms negotiated within the LOI

As an investment bank focused on automotive businesses, we work closely with companies seeking to either acquire or sell. Given our proprietary deal flow our team has a large network of targets to leverage in our buy-side advisory services. Whether you’re an individual, a family office, a strategic buyer, or a financial buyer our services can help source and vet potential targets to find the right fit.

• Work with clients to determine ideal size, region, and franchisor
• Identify purchase opportunities
• Contact potential sellers
• Help negotiate purchase price and structure
• Work with clients to create ideal capital structure (including procuring debt capital if needed)
• Facilitate due diligence transmission by providing clients access to our secure data room service
• Coordinate with clients’ professional services teams (accountants, attorneys, environmental, etc.)

• Engage proactively with sellers to make sure the deal closes