CKS is experienced in all aspects of Investment Banking, delivering Wall Street level transaction experience and expertise to middle-market companies.
Selling Your Business
Selling a privately held business is a highly individualized process – no two businesses are the same. The goals and objectives of each transaction vary, as do the challenges. Whether the goal is complete sale, or partial sale for ownership divestiture and/or liquidity; we provide every Client with senior level attention. We will serve as the “quarterback” for the entire process, managing all parties and aspects involved to achieve a successful outcome.
We understand what buyers – both strategic and financial – are seeking. Our proven ability to analyze and assess the buyer market in order to find the right buyers has been invaluable to our Clients in achieving their goals and objectives. For example, when required, we have provided our Clients access to C-level executives at the largest companies in their industry, as well as attracted buyers from all every area of the country and the globe.
Our approach is to find the “market” for our Client’s business by employing our systematic process to reach qualified buyers in order to engage them in a competitive sales process.
Typical Client Profile
- Founder or family-owned businesses
- Owners seeking a transition or succession, liquidity event, growth capital, or advisory services
- Revenue: $10 to $150 Million
- EBITDA: $2 – $20 Million
Typical Client Industries
- Business / Consumer Services
- Wholesale / Distribution
- Transportation / Logistics
- Food Service
Buy Side – Finding the Right Company to meet our Clients’ Needs
CKS helps identify potential target companies that meet our Client’s criteria. We have worked with both strategic and financial buyers to identify potential acquisition targets across multiple industries. Deal sizes typically range from $10 Million to $100 Million.
Our process of identifying and courting potential candidates includes:
- Understanding our Client’s needs and what they seek in an acquisition target
- Performing the necessary due diligence on proposed targets
- Creating a valuation for the transaction, based on market data and knowledge
- Helping negotiate the terms of the transaction
- Assisting with the close
Capital Raising – the Right Capital and the Right Source
The Right Capital
We navigate the capital markets so that our Clients obtain the right capital, at a competitive price, and with the appropriate partner.
CKS works with our Clients to develop an understanding of their goals and the objectives of a capital raise. We help them analyze their financial situation to determine the optimum type and amount of capital, either debt or equity, and the best timing to obtain that capital.
The Right Source
We maintain active relationships with numerous capital sources including private equity, debt funds, mezzanine funds, commercial banks, and asset-based lenders to help our Clients gain funding for:
- Partner/family member buyouts
- Shareholder liquidity
- Working capital
- Debt restructuring