Large yellow excavator with hydraulic claw at scrapyard surrounded by scrap metal piles, illustrating industrial business operations in Patchogue, Suffolk County, Long Island.

SITUATION

Holding company of automotive, IT, and construction subsidiaries with several owners seeking liquidity

Ownership ProfilE

3rd generation family enterprise with tens of shareholders

Bemrose’s Assignment

  • Design a comprehensive buy-sell agreement that allows shareholders wishing to exit to do so in an orderly manner and for fair value

  • Facilitate shareholder involvement in crafting key terms, objectives, and triggering events

  • Develop a financial model to stress test how the buy-sell agreement will affect the company under various performance scenarios

  • Coordinate with the company’s non-family management team to ensure the buy-sell framework supports long-term governance, succession, and strategic business priorities

Client Success

  • Achieved consensus among a diverse shareholder group on buy-sell terms, including valuation methodology and triggering events

  • Provided financial modeling that enabled the family and management to assess the impact on business growth potential, capital structure, and future cash flows

  • Enhanced succession readiness by clarifying exit pathways and reducing the likelihood for future disputes among owners