top of page

Things Your Investment Banker Should Do For You

One of the key roles a merger and acquisition (M&A) adviser or boutique investment bank plays is representing his client during the sale of the client's company. Due to the importance of a company sale and the complexities that arise during a transaction, it is advisable to hire an experienced investment banker who will act as your advocate. A skilled investment banker like the experts at CL King & Associates can assist in many ways:


  • Help clarify your goals and evaluate your strategic alternatives.

  • Use various valuation techniques to provide guidance on the anticipated purchase price and the underlying rationale.

  • Assist in positioning the company in a positive manner, including recasting the historical financial statements and building clear and credible financial projections.

  • Prepare professional marketing materials that catch buyers' attention. Extensively research and screen for the most desirable, qualified buyers.

  • Aggressively market your business to qualified buyers to generate a high level of interest and to create a highly competitive market.

  • Manage the flow of information and discussions between you and potential buyers. Maintain control of the process to reduce the risk of rumors and breaches of confidentiality.

  • Act as a buffer between you and potential buyers to minimize emotions that could be detrimental. Navigate through the negotiating process; work to resolve the complex financial, legal, and structural and tax issues that arise.

  • Coordinate other professionals and members from your company that are involved in the process; act as a quarterback.

  • Provide steady, consistent endurance; maintaining positive deal momentum. Extending the duration of the process and losing momentum kills deals.

  • Provide helpful, objective advice based on experience and act as a sounding board throughout the process.

  • Make sure your investment banker is a specialist in selling companies - that it is core to his business. He should be completely focused on your transaction; actively coordinating the entire effort in order to optimize management's time and allow management to concentrate on operating the business.


To learn more, please visit here: https://medium.com/@CLKing

 

© 2023 by The Mountain Man. Proudly created with Wix.com

  • Black Facebook Icon
  • Black Twitter Icon
  • Black Pinterest Icon
  • Black Flickr Icon
  • Black Instagram Icon

Join our mailing list

bottom of page