M&A deals are an art and a science.
SCP has innovated a custom, market-driven M&A process requiring creativity, flexibility, and enhanced preparation to drive competitive tension and tailored to each client’s desired outcome.
A Collaborative Service Model
Our dedicated, collaborative team works closely with clients to better understand strategic & financial needs, providing executable options that are in line with objectives and interests to the company.
Each engagement is an intellectual exercise requiring creativity and innovation. Our teams work closely with ownership to develop a strategy that optimizes and repositions their company to maximize valuation outcome and certainty while minimizing disruption to the business.
M&A Advisory
Beginning with the end in mind.
Mergers & acquisitions play a key role in the growth of companies at every stage and across every industry. Engaging the services of an M&A advisor enhances the sale of privately held businesses by providing critical valuation counsel, identifying the best potential buyers, preparing a competitive auction, and strategizing ideal terms. SCP believes in the alignment of finances, values, and objectives, sharing the risks with our clients to achieve the optimal balance of quantitative and qualitative goals.
Deal Types SCP Covers:
100%
Buy/Sell
Majority
Buy/Sell
Most Common
Minority
Buy/Sell
Sell-Side Advisory.
For companies seeking to sell their businesses, SCP’s end-to-end sell-side advisory services encompass every aspect of the transaction process. Beginning with meticulous transaction strategy development and goal planning, we proceed to conduct detailed enterprise valuations while positioning the business for the market. Leveraging our extensive network and expertise, we identify suitable buyers and proactively engage in targeted solicitation. Throughout the negotiation process, we work tirelessly to secure optimal terms, culminating in a seamless closing and funding process.
Buy-Side Advisory.
We cater to strategic acquirers, private equity groups, and family offices seeking to execute acquisitions of all types. Our extensive transactional, industry, and valuation expertise ensures a process tailored to your unique objectives. Our comprehensive buy-side advisory services encompass investment thesis validation, target identification, and custom approaches to potential acquisition targets. We skillfully navigate transaction negotiations and closing procedures, culminating in a well-planned business integration strategy.
Build-to-Exit Advisory.
SCP offers specialized Build-to-Exit services for companies aspiring to achieve a substantial sale in the future. We collaborate with our clients to develop customized growth roadmaps, designed to facilitate an exit within a five-year timeframe or less. Our extensive experience in buy-and-build strategies, coupled with enduring relationships with capital providers, positions us to work alongside you in crafting a success story.
Valuation Services.
As a distinguished M&A industry leader, we offer comprehensive, independent valuation services to accurately assess your company’s current enterprise value. Our valuation process enables us to pinpoint areas of concern and potential weaknesses within your business. By transforming these insights into actionable strategies, we empower you to enhance your company’s financial health and long-term viability, unlocking its true potential.
Benefit of a Transaction to Seller.
Strong buyers are committed partners, focused on adding value to what you have already created by leveraging their considerable managerial experience, operational knowledge, customer strategies, and industry relationships to help strengthen the growth of your business.
Partnering
Increase Market Penetration
Expand Services and Process Capabilities
Leverage Economies and Vendor Relationships
Enhance Access to Growth and Customer Strategies
- Liquidity options allow those with most of their net worth tied into a business to diversify their holdings, prepare for estate planning, and to “take some chips off the table.”
- Transactions position the company towards the next stage of rapid growth – shareholders are often more aggressive towards pursuing growth plans once they have diversified their wealth from a single concentrated asset: their business.
- Companies are built on the visions of their founders. Partnering with the right buyer allows the company to keep its entrepreneurial roots with ownership remaining in leadership roles, retaining control of day-to-day operations, and driving the vision of growth for the company.
- Buyers bring extensive resources to their partnerships, including providing access to a network of professionals with deep experience strengthening and growing middle-market businesses.
Market-Driven M&A
A custom, market-driven process is executed in discrete phases to ensure quality of results while allowing for flexibility in the process timeline, shifting to the left or right to accommodate the needs of the Company.
Each engagement is an intellectual exercise requiring creativity and innovation. Our teams work closely with ownership to develop a strategy that optimizes and repositions their company to maximize valuation outcome and certainty while minimizing disruption to the business.
SCP Transaction Process:
Step 1: Deal Education
Prior to initiating a transaction, SCP thoroughly educates our clients on the current market opportunities and strategies. Through extensive company and industry due diligence, we analyze your firm’s strengths, weaknesses, potential, and competitive niche, while addressing your personal and financial objectives. This comprehensive approach ensures a comprehensive understanding of the entire process, empowering you to make well-informed decisions for the prime benefit to your company.
We make sure you have a complete understanding of the entire process before we begin so you can make the best decisions for you and for your company.
Step 2: Go-To-Market Strategy
SCP assesses your company from the perspective of a potential buyer. Through collaboration with the management team, we create a detailed Confidential Information Memorandum (CIM) showcasing your unique story, competitive advantages, and leadership. We prioritize a forward-looking buy-side mindset with manageable risks and a scalable operation model, achieved through proactive research on purchasing behavior and customized market strategies developed in partnership with our clients.
Valuations don’t sell the business; the proper forward-looking buy-side mindset with manageable risks and a scalable operation model does.
Step 3: Momentum, Negotiating, & Closing
With an intimate familiarity of the middle-market, SCP confidentially presents your business to an exclusive network of qualified buyers, encompassing prominent strategic acquirers, private equity firms, and family offices. Our innovative, tailored approach involves proactively reaching out to potential buyers personally, ensuring confidentiality and an effective, mutually exclusive market strategy. With a proven track record of success, SCP’s advantage lies in creating optimal economic benefits to secure the best transaction structure and qualitative deal dynamics.
We know the middle-market and the middle-market buyers know us.
