SITUATION
Equipment distribution business considering a sale
Ownership ProfilE
Privately held by 3 owner-operators
Bemrose’s Assignment
Prep the business for sale, frame key investment highlights, identify and shortlist desirable prospective buyers
Maintain utmost confidentiality, minimizing disruptions for employees, customers, and operations
Secure multiple offers for the business, creating a competitive dynamic to drive a premium 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
Client Success
Secured a buyer aligned with the owner’s values and commitment to employees and community
Achieved a premium valuation, with the desired buyer increasing its initial bid by 15% due to competitive tension created during the bid process
Successfully closed within 60 days post-LOI with minimal disruptions to operations
Negotiated a deal structure consisting primarily of cash at close with minimal earnout, securing lasting value for the exiting owner’s lifelong work