The firm develops and implements all aspects of a comprehensive sale process – whether with a single buyer or in a targeted auction format. The firm can also supplement a client organization’s resources and skills by taking on only selected elements of the process. We assist our clients with:
- Preparing a strategic assessment
- Reviewing the company for pre-sale preparation
- Developing a transaction strategy
- Creating a Confidential Information Memorandum and management presentation
- Preparing a Valuation of the business
- Identifying and evaluating Prospective Buyers
- Determining and executing a sale strategy – targeted process or competitive auction process
- Structuring the transaction
- Coordinating and evaluating indications of interest and negotiating of letters-of-intent
- Creating a data room and coordinating due diligence
- Negotiating the definitive sale agreement
- Closing the transaction and managing post-closing adjustments and responsibilities
- Creating a Fairness Opinion, if needed
Ventura Group considers working with privately held/family owned businesses to be a primary focus of the firm and one of our core competencies. We are committed to delivering the same level of expertise and performance demanded by Fortune 100 companies of their investment bankers to smaller, mid-size companies. Our experience with larger, publicly traded companies is an asset in selling to and negotiating with strategic acquirers.