sunbelt business advisors m&a service overview presentation jm
DESCRIPTION
Sunbelt Business Advisors provide Merger & Acquisition services to Irish companies with turnover between €2m and €25m. This presentation outlines the service we offer to clients who engage us to confidentially find a strategic or trade buyer for their business.TRANSCRIPT
Sunbelt Business Advisors
Founded in 1978 in the United States
Specialise in the confidential sale of
privately owned companies
250 offices in North America, South America,
Europe, Asia and Australia
Irish office in Dublin + 14 offices in the UK
Global database of active buyers, M&A
intermediaries & private equity groups
Best practice confidential methodology
Unique risk sharing fee structure aligns our
interest with our clients interest
John Murray
Specialises in mid market M&A
Companies with turnover between €2m & €25m
15 years experience
Confidential business sales
Business grooming and exit planning
Business valuations
Fund raising
Sectoral Experience
Business & professional services
Manufacturing and distribution
Information technology
The type of companies we sell
Established medium sized
owner/family managed companies
Operating in the following sectors:-
Product distribution
Business services
Information technology
Manufacturing & engineering
Transport & logistics
Owners are committed to
selling their business
Our Proven Five Step Sale Process
1 2 3 4 5
Analyse and understand the business
Normalise historical and forecast financials
Identify non recurring/exceptional expenditure
Identify synergies accruing to a strategic buyer
Calculate a target value using appropriate valuation
methodologies e.g.
Capitalisation of forecast earnings
Guideline public company or comparable transactions
Research market to identify strategic buyers
National and international competitors
Businesses with complimentary products or services
1 2 3 4 5
Our Proven Five Step Sale Process
Prepare a One Page Teaser
Highlights key attributes of the business
Presents enough information to attract qualified buyers
It does not identify the business name or location
Is used in direct marketing to target buyers
Prepare a Confidential Sale Presentation
Detailed overview of the business
Summary financial and operating information
Prepare an Information Memorandum
Detailed financial and operating information
Includes strengths, weaknesses, opportunities and
threats facing the business – no surprises later
1 2 3 4 5
Implement a marketing plan specific to our clients business
Promote the opportunity on specialist M&A marketplaces e.g. www.axialmarket.com
Directly contact potential trade buyers nationally and internationally
Internally market via Sunbelts network of 250 international offices, including 14 in the UK
Market via our network of corporate finance intermediaries and other M&A professionals both nationally and internationally to identify trade and other strategic buyers
Note: Our clients identity is never disclosed in marketing activity.
Our Proven Five Step Sale Process
1 2 3 4 5
Screen and qualify potential buyers
establish background and level of interest
confirm financial ability to purchase
Sign a binding confidentiality agreement
Issue Confidential Sale Presentation
Invite expressions of interest
Information Memorandum issued to short list
Management meetings with short listed buyers
Respond to additional information requests
Our Proven Five Step Sale Process
1 2 3 4 5
Invite offers for the business, subject to contract
and satisfactory due diligence
Negotiate best and final terms
Select preferred bidder
Key terms summarised in Heads of Agreement
Iron out issues during due diligence
Get the sale over the finishing line
Our Proven Five Step Sale Process
Proven Process which MAXIMISES selling price
Accept the
best offer
and complete the sale
Screen enquiries &
manage negotiations
Confidentially market the
business to identify strategic buyers
Prepare key documents
1. A one page Teaser
2. A Sale Presentation
Analyse the financial and operational
performance of the business and calculate a target selling price
3. A detailed Information Memorandum
The true market value of a business can only be established through a combination of comprehensive marketing and competitive bidding
Reality Check
Thank you for the
opportunity to present
our M&A service
T: 01 444 8900 W: www.sunbelt.ie E: [email protected]