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