Merger & Acquisition Services

A Personal Touch for Lower Middle Market M&A

Merger & Acquisition Services

A Personal Touch for Lower Middle Market M&A

What Qualifies a Business for M&A Transactions?

At First Choice Business Brokers, our team includes specialized brokers who excel in guiding businesses through the dynamic landscape of Mergers and Acquisitions (M&A). Companies that often find themselves at the forefront of M&A opportunities include:

Substantial Earnings: If your business boasts earnings exceeding a million dollars, it may become an attractive target for acquisition by industry leaders seeking strategic growth. Our M&A experts are well-versed in handling such high-value transactions.

Large-Scale Enterprises: When a business reaches a multimillion-dollar valuation, it typically surpasses the capacity of individual buyers to purchase or secure financing through traditional means. Our specialized brokers are equipped to navigate the complexities of large-scale M&A.

Industry Consolidation: In certain industries, strategic buyers are actively seeking to consolidate the marketplace. This trend can lead to acquisitions, even among smaller businesses, as part of larger industry roll-up strategies. Our industry-focused brokers understand the nuances of such consolidation strategies.

Rapid Growth: As businesses experience extraordinary growth, they may face capital challenges due to their expansion. In such cases, M&A becomes a viable option for securing the necessary resources and expertise to sustain and scale the growth trajectory. Our growth-focused brokers are here to assist.

Equity Retention: If your growth plans involve retaining a portion of your equity while seeking expansion opportunities, leveraging the expertise of our specialized M&A brokers is essential.

FCBB M & A Advisors

Senior Associate Advisors offer a personal approach for lower middle market M&A, guiding you through 8 Steps to sell your business.

The Initial Consultation: Your FCBB Advisor will listen and work with you to help you define your goals, compile needed documentation, discuss financial modeling and obtain financing letters of interest.
Market Price Analysis Valuation: A thorough review of your financial statements will be conducted to provide a Market Price Analysis report for the valuation of your business. We will carefully review our findings with you to determine if the current market value will meet your expectations.
Marketing for Results: We’re not interested in listing your business, we’re interested in selling it! Once a determination of value has been discussed and a price set, the creation of marketing materials will immediately begin. Your FCBB Advisor will develop a marketing strategy and confidential business profiles aimed at highlighting your business history, future predictions and your business strengths. Using these materials, we will discretely search for the appropriate buyer, both within our current database and outbound marketing focused on strategic buyers for your business.
Creating the Buyer Pool while maintaining confidentiality: Once buyers are identified and they have expressed a substantial interest level based upon general information (without the disclosure of your company name and address), they will be asked to execute a non-disclosure agreement. Once signed, the buyer will be provided with the initial confidential business profile. If their interest continues, the buyer will then be asked to provide proof of funds or source of funds. If the funds appear appropriate the buyer will then be provided with a full confidential business profile package on your business.
Buyer & Seller: The buyer has by now received enough information to determine whether a face-to-face meeting or conference call is warranted. If he or she wishes to move forward, meetings and/or conference calls are scheduled. Meetings can either take place at the business location, typically outside of business hours, or at the FCBB Advisor’s office.
Fielding Offers: Expressions of interest may be presented in several different forms. Two of the most common are the LOI (Letter of Intent) and the Purchase Agreement. Each have their advantages and disadvantages based upon the number of interested buyers and their respective offering abilities. Keep in mind, there may be several iterations prior to a full acceptance.
Offer Acceptance and Due Diligence: Once an offer is accepted, the buyer’s due diligence period will begin. The due diligence process may involve several players, depending on factors such as buyer sophistication and the type of business being sold. These individuals typically include the buyer’s CPA (due diligence consultant) and/or his or her attorney.
Due Diligence Release and Closing: Once the due diligence and contingencies have been released, preparations for closing will be made by a neutral third-party entity. This entity is either a closing attorney or an escrow officer, depending on the state your business is located in. At closing, the proceeds (funds) are wired to you as the seller and the ownership documents are wired to the buyer for ownership transition.

Our M&A Services Led by Specialized Brokers

At First Choice Business Brokers, our specialized brokers offer a comprehensive suite of services tailored to the unique needs of M&A transactions:

Strategic Advisory: Our experienced team, including specialized M&A brokers, provides strategic guidance to help you identify, evaluate, and navigate potential M&A opportunities.

Valuation Services: We leverage advanced valuation methodologies to determine the true worth of your business and assess its potential in the M&A marketplace, with specialized brokers focused on valuation precision.

Market Entry and Exit Strategies: Our specialized brokers develop personalized strategies to help you enter new markets or exit existing ones, aligning with your business objectives.

Targeted Marketing: Our M&A experts ensure that your business reaches the right audience of potential buyers or partners, maximizing your chances of a successful transaction.

Negotiation and Deal Structuring: Specialized brokers excel in negotiations and deal structuring to secure the most favorable terms, ensuring a win-win outcome for all parties involved.

Due Diligence Support: Our specialized brokers provide comprehensive due diligence support to ensure transparency and minimize risks throughout the transaction process.

Quality of Earnings Facilitation In complex M&A transactions, understanding the quality of earnings is crucial. At First Choice Business Brokers, we've established strategic partnerships with renowned Quality of Earnings providers. While we do not perform the due diligence ourselves, we serve as a valuable conduit and facilitator in the process.

Our role includes efficiently organizing the necessary documents from the seller, their representation, or CPA. By collaborating seamlessly with Quality of Earnings experts, we ensure that your M&A transaction proceeds with transparency and precision.

Rest assured, our commitment is to make the process as smooth and well-coordinated as possible, leveraging our network of trusted professionals to enhance the quality of your M&A experience.

At First Choice Business Brokers, we understand the intricate nature of M&A transactions, and our specialized brokers are dedicated to delivering tailored solutions that align with your business goals. Contact us today to explore how our specialized M&A experts can help you unlock the full potential of your M&A opportunities.