Investment Banking / M&A

Securities Services Provided by CKS Securities, LLC

Our focus and financial motivation is to achieve maximum available results for our
Clients in what is often the most significant financial transaction of their lives.

Our experience matters to achieve Clients their best results.

CKS is experienced in all aspects of mergers and acquisitions, representing and advising both sellers and buyers in a highly confidential manner. We understand what both financial and strategic buyers are seeking and as part of our Value Creation Consulting practice, we work to maximize the return to our Clients in the transition of their business.

Sell Side – Creating the Optimum Result

We view selling a business as a highly individualized process that must be specifically tailored to the needs of each Client. No two businesses are the same: the goals and objectives in each transaction vary, as do the challenges.

Matching a Buyer to Each Client’s Goals

Each engagement requires insightful analysis and strategic thinking in order to achieve each Client’s goals. This is why we work closely with each Client prior to marketing their businesses to ensure that we seek the potential buyers who best matches our Client’s goals.

  • Determining the Client’s specific goals and objectives
  • Evaluating if it is the “right time”
  • Preparing the company
  • Assessing capital market alternatives
  • Developing a descriptive memorandum
  • Identifying the “right” potential buyers
  • Executing the marketing strategy
  • Conducting a selection process that produces the most attractive buyer
  • Negotiating a letter of intent
  • Preparing for and managing the due diligence process
  • Assisting corporate counsel with legal documentation
  • Finalizing the transaction.
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Buy Side – Finding the Right Company to meet our Client’s Needs

We help identify potential target companies that meet our Client’s criteria. Manufacturing, Transportation/Logistics, Restaurant, and Healthcare sectors are of particular interest. Deal sizes typically range from $10 Million to $100 Million.

Our process of identifying and courting potential candidates includes:

  • Understanding what our Clients are seeking in an acquisition target
  • Performing the due diligence necessary on proposed targets
  • Valuation of the transaction
  • Helping to negotiate the terms of the transaction
  • Assisting with the close

Capital Raising – the Right Capital, the Right Source, at Just the Right Time

Analysis

Working with our Clients, we first develop an understanding of their goals and objectives. We help them analyze their financial situation and their goals and determine the optimum type and amount of capital, either debt or equity and the best timing for obtaining that capital.

The Right Capital

As experienced advisors, we help navigate the capital markets to ensure that our Clients obtain the right capital, at the most competitive price, with attractive terms and with the appropriate partner.

The Right Source

We maintain active relationships with most regional and money-center commercial banks, private equity groups, and mezzanine funds to help our Clients with funding for:

  • Growth
  • Working capital
  • Capital expenditures
  • Acquisitions
  • Recapitalizations
  • Shareholder liquidity
  • Partner/family member buyouts
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