It is important to have a comfort level with the Merger & Acquisition Firm and the individual that you entrust to achieve your transaction objectives. A reputable firm should provide a high level of attention, professionalism, service and expertise irrespective of the size of your transaction.
Once you determine that you are best served by utilizing an experienced professional to represent you in what will likely be one of your most important financial transactions, the next question is:
How do I select a firm that will best represent my interests and maximize the transactional value of the sale of my firm?
A wide array of regional and national firms claim to be M&A Intermediaries. Locally, there are traditional business brokers that handle the sale of small retail and service "mom and pop" businesses. On a national level, firms will market their services through seminars and then charge significant "up front" fees in order to engage in business. Firms that do so, do not align their interests with that of their client, as they receive a significant amount of money regardless of the results. The Principals at Sun M&A, seeing a gap in these levels of service, established a business plan that operates almost entirely on a success fee basis is only compensated after achieving the desired result.
Throughout their over 20 years of M&A experience, the Partners at Sun Mergers & Acquisitions have successfully consummated over 200 transactions of small and mid-market firms. We encourage you to speak with our past clients and hear about their experiences with Sun M&A.
Sun M&A provides expert professional merger and acquisition representation while maintaining a competitive success based fee structure that aligns its financial goals with those of the client. Sun M&A is paid for performance and is compensated after achieving the desired results for our client.
Sun does not employ "professional openers/closers" or transfer the handling of an assignment to junior level personnel. Sun M&A ensures that your transaction will receive the direct involvement and attention of the partners in our firm. We apply a team approach to our engagements with six senior professionals of varying strategic backgrounds, each contributing a range of 6 to 20 years of M&A experience.
Sun M&A is headquartered in the Tri-State Metropolitan area. As a regional firm, we are able to provide a higher level of service to this area as our presence enables us attend all buyer/seller meetings. This permits us to positively influence the tenor and direction of the meetings, manage the flow of information, measure the interest level of potential acquirers, suggest enhancements for future meetings and have a thorough knowledge of what transpires. These elements ultimately aid in maximizing both the value and the probability of closing a transaction.
There are business brokers that handle "mom and pop" main street businesses and others that focus on large investment banking firms that will only consider transactions with valuations in excess of $200 million. Sun's niche is to address the underserved market that falls between these two segments, providing small and mid-market firms with the level of representation that previously had only been made available to much larger firms.
Sun M&A understands how to implement a discreet targeted marketing plan to identify qualified acquirers while maintaining strict confidentiality regarding the specifics of your business. We ensure that your competitors, employees, vendors and customers will not become aware of the impending sale of your Company. As an additional precaution, Sun M&A requires qualified potential acquirers to execute confidentiality and non-disclosure agreements.
To make an informed decision, a business owner must be armed with an accurate understanding as to realistic market valuation and likely transaction structure expectations. Sun M&A will invest the time to better understand your objectives and present an informed opinion as to what is achievable in these crucial areas. This is done in advance of any engagement in order to mutually confirm that our opinion of likely valuation range is in line with your expectations prior to making a commitment to the selling process.
Sun Mergers & Acquisitions limits the number of assignments at any given time. This ensures our ability to be highly pro-active and responsive as well as provide a very high level of attention to our clients.
We appreciate and acknowledge that the sale of a business is a major endeavor in the lives of our clients. We encourage you to speak to former clients of ours to validate our capabilities and their experiences.
If you are thinking about selling your business, please call Sun Mergers & Acquisitions to learn about our comprehensive services. An experienced professional investment banker will answer your questions about the steps necessary to prepare to sell a privately held business. Please Click Here to fill out a short form, or call us toll free: (800) 232-0180.
