Business Ownership Transition

Prosperous mid-sized companies have strong management teams but often limited experience with buy-side or sell-side M&A processes. EROC brings its breadth and depth of experience and expertise to ensure successful outcomes.

Buy Side/Sell Side Support:

  • Assess company’s organic and strategic growth opportunities
  • Advise business owners and management teams through acquisition/sales processes to mitigate risk and minimize pain points
  • Review company financial performance and prospects to inform preliminary valuation range
  • Prepare business for transaction readiness and position for best and highest outcomes
  • Collect corporate information and assemble initial data room
  • Construct/update current year budget and five-year projections
  • If EROC BTS is engaged as Broker:
    • Prepare required presentation material: one-pager, Confidential Information Memorandum (CIM), etc
    • Identify qualified buyer list and execute outreach and initial interviews
    • Work with Seller through successful execution of transaction
  • If EROC is engaged as consultant through sale:
    • Make introductions to investment bankers and other transaction professionals and manage selection processes
    • Provide support through due diligence process
    • Support management through final negotiation and closing