Your Life's Work Deserves A Legacy Grade Exit
Delivering qualified buyers, strategic valuations and high value exits.
Specializing in Metals, DOD & Energy
Heraeus Electro-Nite acquired L&N.
- Acquisition finished on time and within budget.
- The acquisition resulted in Heraeus Electro-Nite becoming the market leader in their respected industry.
Crane Co; Azonix Division acquired Kontron.
- Acquisition resulted in Azonix becoming the leader in market share.
- Azonix became a diversified company, positioning them to better withstand disruptions in the Oil & Gas market.
Crane Co; Azonix Division sold to MTL Incorporated division of Cooper Crouse Hinds.
- The project finished on time and within budget.
- The sale to CCH helped strengthen MTL Incorporated as the leader in the industry.
- CCH was acquired by Eaton Corporation six months later.
Post acquisition integrations of PCB Piezotronics & Endevco Corporation.
- Project was delayed due to the disruption from COVID 19.
- Once completed, PCB Piezotronics became a highly successful company later to be acquired by Amphenol Corporation.
Ball Corporation strategic diversification.
- Helped Supply Chain to streamline their purchasing processes for better competition in their marketplace.
- Ball Corporation increased their bottom line by 3.5 points as a result.
First three steps to consider
What is your goal?
Are your finances and key documents organized?
Are your finances and key documents organized?
- Complete exit strategy?
- Partial sale?
- What is your timeline?
- Financial outcome you're looking for?
- Are you looking to stay involved after the sale?
Are your finances and key documents organized?
Are your finances and key documents organized?
Are your finances and key documents organized?
- Do you have three to five years of clean, up-to-date financial statements?
- Key operational documents?
- Contracts or any intellectual property?
- Property details and any employee agreements.
- Legal documents
- Including your articles of organization, any existing leases and permits/licenses.
3rd Party Business Valuation.
Are your finances and key documents organized?
3rd Party Business Valuation.
- Revenue and profitability.
- Physical and or intangible assets.
- Potential growth and risk factors.
