SITUATION

Industrial distribution business exploring a sale 

Ownership ProfilE

Privately held by three owner-operators

Assignment

  • Prep the business for sale, frame key investment highlights, and identify desirable prospective buyers

  • Manage a structured sale process designed to attract multiple bids and secure a high valuation 

  • Select a buyer and negotiate a deal structure that aligns with the owner’s key transaction objectives 

  • Drive an efficient post-letter of intent (LOI) diligence process and successfully close the transaction

  • Minimize disruptions for employees, customers, and operations 

Client Success

  • Secured a buyer aligned with the owner’s values and commitment to employees and community 

  • Delivered a premium outcome, with the selected buyer increasing its initial offer by 15% in response to a competitive bid process 

  • Negotiated a mostly cash transaction with minimal earnout, ensuring lasting value for the selling owners 

  • Successfully closed within 60 days post-LOI with minimal disruptions to operations