Why use an Advisor?
- Discuss process and owner priorities
- Due Diligence meeting
- Address "social issues"
- Develop / draft financial model
- Discuss “add-backs”
- Draft offering memorandum
- Manage expectations / valuation
- Strategize on Marketing Plan
- Add professionalism / seriousness
- Allows for management to focus on business
- Create a market for the Company
- Provides negotiation support (good cop / bad cop)
- Assists in confirmatory due diligence
- Control information flow
- Facilitate interested parties’ responses
Whether a company has already been approached by a strategic acquirer or is going out to auction, having a financial advisor adds tremendous value and professionalism to the sale process.
Why Brook Point Advisors?
Depth of Experience
BPA professionals have significant transaction experience and have successfully represented sellers across a variety of industries in closing billions of dollars in transactions with strategic and financial acquirors.
Process Knowledge and Flexibility
BPA deal team members have a complete, professional knowledge of the process and what is required and appropriate for achieving liquidity for selling shareholders. Brook Point is very experienced at running a parallel process (minority vs. majority sale), providing flexibility in alternatives for selling shareholders.
Complete, professional and secure process
BPA offers complete management of a secure, online data room, with the ability to target 1 or 200 different investors / acquirors – thus enabling it to pursue parallel paths giving management the flexibility to make the investor / acquiror selection at a later point in time.
Professional, Senior Level Attention
BPA provides senior level attention along every step of the M&A process. BPA professionals are respectful and professional in all situations.
Complete Due Diligence Management
The due diligence process is disruptive to the business – BPA specializes in post letter of intent deal management, working alongside Company counsel in managing the due diligence process and providing support to legal documentation scheduling and business point negotiations.