Warehouse aisle with tall shelves stocked with boxes and materials, representing inventory management and operational efficiency for businesses in Patchogue, Suffolk County, Long Island.

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