Buying and Selling Companies
Fulton
will assume a leadership role in the negotiation, structuring and
completion of a transaction. Most business owners are not
expert in strategic transactions and few have the available
time.
It
typically takes six to nine months investment banking
activity to complete a transaction. Whether a merger, sale
or acquisition it is a distraction for the operating owners of
mid-market companies. The owners must balance their everyday
operating activities with the immense demand on their time to
successfully execute a transaction. Most mid-market company
owners require an intermediary to take a leadership role in the
process.
Buyers:
Fulton Partners fulfills client companies’
expansion plans by finding sellers that meet the buyers’
specifications. Working with our clients' other professional
advisors, we will be an aggressive intermediary in the
negotiation process to affect a closing to the buyer’s
satisfaction. Fulton can also assist the client securing the
capital required to finance an acquisition.
Sellers:
Fulton Partners respects a client company’s
confidentiality and acknowledges the potential disruption to its
position in the market and its workforce that a publicized sale
may cause. We find qualified buyers that match a seller’s
requirements and serve as an aggressive intermediary in the
negotiation process. Fulton will present alternative
and creative transaction structures that
will maximize the seller's return on equity.
Professional
Advisors: Most of Fulton's clients are introduced
by accountants, bankers and financial advisors. They
understand that we will work cohesively toward a successful closing of a transaction that
will enhance their client relationship.
Sample Seller Timetable
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MONTH |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
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Engage Fulton |
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Seller lists objectives and
priorities |
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Gather and organize seller
data |
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Seller adds value to assets and
business |
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Fulton's Due
Diligence |
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Formulate selling strategy |
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Package Seller Memorandum |
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Communicate with M&A
network |
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Identify buyers |
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Buyers’ visits |
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Buyers’ initial
investigation |
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Receive Buyers’ Letters of
Intent |
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Negotiate terms with buyers |
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Select a buyer |
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Buyer’s due diligence |
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Draft Purchase and Sale
Agreement |
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Negotiate specific terms of
Agreements |
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