Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Sunbelt Business Advisors M&A Service Overview Presentation Jm


Published on

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.

  • Be the first to comment

  • Be the first to like this

Sunbelt Business Advisors M&A Service Overview Presentation Jm

  1. 1. Merger & Acquisition Service OverviewT: 01 444 8900 W: E:
  2. 2. Sunbelt Business AdvisorsFounded in 1978 in the United StatesSpecialise in the confidential sale ofprivately owned companies250 offices in North America, South America,Europe, Asia and AustraliaIrish office in Dublin + 14 offices in the UKGlobal database of active buyers, M&Aintermediaries & private equity groupsBest practice confidential methodologyUnique risk sharing fee structure aligns ourinterest with our clients interest
  3. 3. John MurraySpecialises in mid market M&A Companies with turnover between €2m & €25m15 years experience Confidential business sales Business grooming and exit planning Business valuations Fund raisingSectoral Experience Business & professional services Manufacturing and distribution Information technology
  4. 4. The type of companies we sellEstablished medium sizedowner/family managed companiesOperating in the following sectors:- Product distribution Business services Information technology Manufacturing & engineering Transport & logisticsOwners are committed toselling their business
  5. 5. Our Proven Five Step Sale Process 1 2 3 4 5Analyse and understand the businessNormalise historical and forecast financials Identify non recurring/exceptional expenditure Identify synergies accruing to a strategic buyerCalculate a target value using appropriate valuationmethodologies e.g. Capitalisation of forecast earnings Guideline public company or comparable transactionsResearch market to identify strategic buyers National and international competitors Businesses with complimentary products or services
  6. 6. Our Proven Five Step Sale Process 1 2 3 4 5Prepare 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 buyersPrepare a Confidential Sale Presentation Detailed overview of the business Summary financial and operating informationPrepare an Information Memorandum Detailed financial and operating information Includes strengths, weaknesses, opportunities and threats facing the business – no surprises later
  7. 7. Our Proven Five Step Sale Process 1 2 3 4 5 Implement a marketing plan specific to our clients business Promote the opportunity on specialist M&A marketplaces e.g. 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.
  8. 8. 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
  9. 9. 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
  10. 10. 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 3. A detailed Information Memorandum Analyse the financial and operational performance of the business and calculate a target selling price
  11. 11. Reality CheckThe true market value ofa business can only beestablished through acombination ofcomprehensivemarketingandcompetitivebidding
  12. 12. Thank you for the opportunity to present our M&A serviceT: 01 444 8900 W: E: