We provide focused & value – added solutions
At Bernard’s, we provide tailored and value-added sell-side advisory services to entrepreneurs, family businesses, private equity backed companies, and public corporations.
Our team has extensive experience and expertise in this field, enabling us to take a methodical approach to each sales process and deliver results that meet our clients’ objectives. We begin by fully understanding our clients’ goals and objectives, and then design a comprehensive exit plan that includes an assessment of the company and its business, as well as a carefully prepared company positioning framework.
Our offering materials are designed to convey the most compelling message about the company to the global marketplace, and we manage every step of the sales process to minimize disruptions to the company while maximizing value for our clients.
Our services include:
- Assisting clients in setting their goals and objectives within a framework
- Working on alternatives and creating value to maximize the sale process
- Assisting on company’s valuations
- Preparation of a confidential information memorandum
- Identifying and approaching potential acquirers from our network
- Soliciting indicative offers
- Preparation of management presentations
- Coordinating site visits and plant tours
- Managing the due diligence process and data room
- Negotiating transaction documents through to closing
Prepare for a successful Exit
In anticipation of potential exit opportunities, private business owners may not be considering an immediate exit, but being prepared and enhancing the investability of their company is crucial. At Bernard’s, we offer M&A Exit Strategy Preparation services, tailored for those looking to ready their business for a future full or partial exit within 1-3 years. Leveraging our deep knowledge from private equity buy-side experience, we understand the criteria that financial institutions and strategic investors consider for investments.
Drawing on our team’s expertise in preparing businesses for sale, we provide valuable insights to help you develop and execute an exit strategy that not only enhances scalability but also maximizes market value. Choosing Bernard’s positions you to capture future exit opportunities, generating strong interest from potential buyers and optimizing the outcome of your exit.
Bernard’s M&A Exit Strategy Preparation
The M&A process is the way in which transactions come together, from start to finish, either by one company buying another company or by two companies joining forces. Seemingly good deals are often destroyed by bad processes. The M&A process involves several steps, such as identifying potential companies to merge with or acquire, conducting due diligence to evaluate the financial and legal aspects of the deal, negotiating the terms of the transaction, obtaining regulatory approval, and integrating the two companies’ operations after the deal is complete. The M&A process can be complex and can have a significant impact on the companies involved and their stakeholders, such as employees, customers, and shareholders.
At Bernard’s, we have a diverse network of private equity investors across the globe. To increase your chances of securing the best terms, it’s important to have a solid plan that showcases your project to potential investors, highlights the hidden value of your organization, and differentiates your company from competitors in the market.
When done correctly, mergers and acquisitions (M&A) can help your company achieve significant growth, expand its geographic reach, broaden its scope of services, and position itself as a global industry leader.
Creating a win-win situation
For a successful M&A deal, it’s important for both the seller and buyer to prepare by ensuring that the strategic visions of both companies align. This is a critical aspect, as deals are often structured based on performance or phased pay-out, and a mismatch in vision can lead to conflicts and a messy acquisition.
The retention of the acquiree’s employees is also crucial to the success of any M&A. As part of the process, it’s important to prepare employees for the potential changes and overhaul that the acquisition may bring. This includes being willing to work under a different team or department head and being incentivized to continue working with the company. By doing so, both the seller and buyer can create a win-win situation, where the acquisition is successful, and the employees are motivated to stay with the company.
Building your business with the goal of making it highly investable is a smart strategy, even if you aren’t currently planning to sell. By doing so, you’re building a healthy and sustainable business that will be well-positioned for any future opportunities or desires to sell. It’s always a good idea to have an exit strategy in place.
Unfortunately, many business acquisitions don’t work out as planned. Sellers may receive significantly less than they hoped for, or they may not find a buyer at all. The primary reason for these failures is poor planning or a lack of preparation.
The decisions you make today will impact your ability to sell your business in three, four, or even five years from now. To increase your chances of a successful acquisition, start preparing and planning now. We can help your business prepare in the best possible way for a successful acquisition with favorable conditions.
When it comes to buying a business, buyers want to make sure that the investment they make in your business will yield a strong return in the future. As a business owner, it is your job to position your business in a way that makes it attractive to buyers and gives them confidence in the future profitability of the business.
Although ROI is the most important factor in business acquisitions, there are other critical elements to consider as well. We can assist you in identifying and putting all the important pieces in place to make your company attractive to potential buyers and accelerate your preparation for a successful acquisition.