TESTIMONIALS

The payment processing industry is very complex and selling my company required intensive high-level discussions across a broad number of intricately connected disciplines. I am especially thankful to Stephen Goldberg and Gary Leonardi who held all parties together while managing all aspects of the sale with confidentiality throughout a rigorous due diligence period. Sun M&A effectively delivered the professional intermediary support needed to reach my objectives and a successful transaction.

I thought that selling my business in a challenging economy was not a good idea. Sun was able to find a perfect buyer and arrange for a premium “all-cash” deal with a company I love working with.

I generally dislike consultants and bankers. In fact, I’ve had very poor experiences in hiring outside professionals over my career. In the case of Sun, their contribution far exceeded their fee and I could not imagine going through this process without their guidance.

I did not have to sell my business. I only would entertain the idea if I was able to achieve a premium value for the company. Through Sun’s efforts, I received a premium that was more than 30% higher than I had thought possible.

Before Sun, I had interviewed many brokers and intermediaries. I learned over time that Sun was 100% committed to helping me achieve my goal. They were a true partner to me through the endeavor of selling my company and even carried me over the finish line.

Sun M&A is a firm of professionals who really go to bat for their clients. I have never seen a firm get as immersed in every step of the process like they did on behalf of my clients.

Trying to sell your business is a very challenging endeavor, however with Sun’s help, we avoided pitfalls and wound up successfully selling our business with as little pain as possible. Sun worked hard, handling problems, negotiating with multiple potential buyers and creating a transaction that worked for all parties. We are grateful for their help and guidance, and would recommend their services to any owner thinking of selling their business.

Stephen and the Sun team were integral in the sale of ICAS. I acquired my company over 20 years ago and was approaching a stage in my life where I wanted to travel and dedicate my time to my family. I knew off the bat that the timing of an exit was the right choice for me. After working with Sun M&A over the last 10 months, I can attest that seeking their services was the best choice for achieving my professional and personal goals. I had originally worked with another M&A firm prior to finding Sun and it was not a positive experience. Sun’s proactive and professional approach was what enabled me to bring the transaction to a close.

Deciding to sell our business was a difficult discussion, but with the help of Sun we were able to analyze all of the facets of a sale, including the financial, lifestyle, and emotional issues, and reach a conclusion on how to proceed. Once we embarked on the process, Sun guided us through every step and made sure our margin for success was as high as possible, concluding in a completed transaction that we were thrilled to achieve.

Sun M&A just helped us sell our company and I have nothing but praise for their professionalism, dedication and hard work in handling the process from beginning to end. They remained completely focused throughout the process, working through problems as they arose, keeping everybody on track and making sure everyone kept our eye on the end goal. Thank you for your help.

Hiring Sun made the difference in being able to retire. I was unsure whether my business could be sold in this marketplace. Sun M&A made it happen.

Sun helped me understand the process of selling my company and helped me through every step. They educated me upfront on what to expect and what I needed to do to prepare my business and, more importantly, prepare myself for this life-changing event. They referred excellent professionals and were instrumental in exceeding my personal goals.

Throughout my career I have had the opportunity of working with many brokers, intermediaries and bankers, but few have demonstrated the kind of professionalism, dedication and hard work that Sun illustrated in handling the sale process for my client. Sun made sure all of the professionals involved were kept fully engaged, informed and cooperating with each other, stayed on track and kept the transaction moving along on a timely basis. Their involvement was invaluable in creating a great outcome for our mutual client.

As a financial buyer, we often deal with business intermediaries involved in the buying or selling process of privately held companies. Sun has demonstrated a rare understanding of the complex relationship that occurs between the buyer and the seller, the myriad of problems that arise and the difficulty in handling the emotions that pop up during the sale process. They also have a thorough knowledge of the financial and business issues that need to be worked out during the negotiating stage, the due diligence phase and writing the contracts. Sun is a pleasure to deal with and we look forward to working with them again.

We couldn’t be happier about the way things have played out. But, we are especially pleased with our decision to work with Sun M&A. We would not have been able to generate such a positive, premium outcome without the work that Sun did on our behalf. From our initial meeting to the initial memorandum, through the diligence process, and on through to the final close, you guys performed at an exceptional level. Steve was nothing short of extraordinary, particularly in the final stages of negotiation.

Sun M&A fought hard on my behalf without being confrontational. I wanted to stay on after the transaction so it was important that I protect my relationship with the buyer. They were skillful at exceeding my purchase price expectations without hurting my relationship.

Sun Mergers & Acquisitions was very professional and was right there every step of the way through this very time consuming, complex process. Our intermediary was patient with us, answered every question we had, made sure we had all the proper paperwork; I can go on and on. Thank you so much for your hard work. Without you this would not have been as successful as it was. We wish you nothing but great success in the future.

The acquisition cycle is extremely complex and full of roadblocks that can quickly derail a potential transaction. I can vividly remember us going through the financial due diligence process. During a crucial meeting, a question was presented about the accounting of software maintenance services. You immediately responded with clarification. If it were not for your quick response there would have been little hope for successfully consummating the sale. From the creation of the offering memorandum through due diligence and eventual contract negotiations, Sun’s belt and suspenders approach and encyclopedic knowledge combined with unmatched expertise was essential to the process. Perhaps the most meaningful testimony is that without hesitation I would gladly call upon you to represent me. Thank you for the excellent work you performed on my behalf.

Sun Mergers & Acquisitions helped me through every step of this emotional process. Most potential buyers wanted to pay common industry multiples based upon a percentage of revenue with minimal cash at closing. Through Sun’s efforts, we achieved a purchase price in excess of the industry standard, and just as importantly, I received mostly cash at closing and a short term note. Without Sun’s dedicated effort throughout the process, this transaction would not have closed.

The business sale process can overwhelm anyone. While we may know the ins and outs of our own business, the ability to convey the tangible assets and intangible goodwill to a buyer is best handled by an M&A professional with extensive experience within your industry. The team’s guidance during every step of this process enabled our Company to achieve very favorable transaction terms, not to mention a record closing time! I would recommend to anyone that you welcome a conversation with Sun to explore your exit strategy options.

I worked with Sun on a complex and emotional deal and the Sun team worked tireless and were incredibly focused on doing what was best for our mutual client. They added significant real value for the client throughout the entire process. I look forward to working with Sun again and recommending them on future matters.

My client recently hired Sun to assist with identifying a blue chip candidate to purchase the business. I have had clients use brokers in the past, with mixed results. I was extremely impressed with the professionalism and the value that the Sun team brought to the transaction at every critical stage of the deal. I would highly recommend Sun for future deals.

Sun was invaluable in helping negotiate simultaneously with multiple interested acquirers to find the best value and fit for me and my Firm. Their guidance was very valuable having never been through this process before. Sun helped us work through some challenging issues enabling me to develop and maintain a strong relationship with Office Concepts Group that will continue through my new position with the company.

We had discussions to sell with a few of the big operators but it went no where until we got Sun involved. They prepared a book on our company, presented it to various buyers, and generated a lot of interest. Sun negotiated the whole deal, including my employment agreement, our lease, and some other elements that were important to us. They also assisted us in finding an attorney and collaborated with everyone until the deal closed. Everything turned out as well as we could have hoped for.

The process of selling the Company was a really long and challenging journey. The professional support of Sun Mergers & Acquisitions made this endeavor much easier. I have to particularly thank Bob Eatroff and Gary Leonardi for their keen cooperation. As our advisors, Bob and Gary proposed creative solutions during negotiations to effectively overcome significant obstacles in order to get the deal done. Their experience, knowledge, and professionalism was instrumental in the successful closing of this transaction.

Hiring Sun made the difference in my being able to take advantage of an excellent opportunity and move on to my next business challenge. Selling a business like RazorFocus in this market was not an easy task. Sun demonstrated perseverance in identifying the right buyers with the industry knowledge to continue the success I had enjoyed, and provided professional guidance throughout the process.

Sun Mergers & Acquisitions LLC has a long history of orchestrating lucrative business transactions and satisfying customers’ objectives. See what clients have to say about Sun: I couldn’t be happier with the outcome, but, I am especially pleased with my decision to work with Sun M&A. The premium positive outcome was a direct result of the hard work and sophisticated professionalism of Sun on my behalf. From our initial meeting through the due diligence process, all phases of business, operations, legal, and accounting were shepherded by the team at Sun.  Their skills were most evident when the complexities of this transaction were at their peak.

I couldn’t have asked for a better partner to sell our business. Right from our initial discussions to determine our goals, to the extensive gathering of information in order to understand and explain our business to potential buyers, to the production of marketing materials, and all the way through closing, the TEAM at Sun kept me updated, searched for the right buyer and in the end found the perfect match. If you’re looking for a professional, experienced and dedicated group to help with your exit planning and beyond, SUN M&A will be the only call you need to make.