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Scottsdale, AZ City Focus

The City of Scottsdale is one of Arizona’s 10 largest cities with a population of more than 240,000. Scottsdale continues to be recognized nationwide as one of the top markets for business growth and incubation.

Scottsdale is home to more than 25,000 businesses with nearly 20 percent of Arizona corporate headquarters located in Scottsdale. Leading industries include technology, finance and insurance, real estate and rentals, health care and social services, and accommodation and food services.

The city’s proximity to Phoenix as well as the city”s affordable cost of living makes it uniquely positioned to be a potential headquarters for a client’s expansion into Arizona or the south-west of the United States. CKS Advisors’ Scottsdale investment banking team can help you sell your Scottsdale business as well as potentially buy a Scottsdale based business.

About CKS Advisors

CKS Advisors was originally formed in Scottsdale in 2001. Since then, our firm has grown to become a leading provider of local investment banking services. CKS Advisors has completed 14 merger & acquisition transactions and more than 7 advisory projects.

Our investment bank in Scottsdale serves entrepreneurs throughout the southwest region. Although most projects can be completed over the phone, we often travel to meet with local clients. Our local service area includes the cities of Phoenix, Scottsdale, Paradise Valley, Tempe, Mesa, Chandler, Gilbert, Glendale, Cave Creek, Casa Grande, Tucson, Flagstaff, Yuma, Kingman, Lake Havasu City, Santa Fe, Albuquerque, Denver, and Las Vegas.

As experienced Scottsdale M & A based 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.

Our Scottsdale based investment banking services include sell-side M&A advisory, buy-side M&A advisory and capital raising services.

Scottsdale Sell-Side M&A Investment Banking Services

Our Scottsdale based sell-side M&A experts specialize in securing the highest possible valuation for your business. Our Scottsdale based investment banking specialists can help with:

  • Preparing the teaser
  • Preparing the Confidentiality Information Memorandum (CIM)
  • Valuing the business
  • Conducting buyer research and outreach
  • Negotiating a letter of intent
  • Preparing for and managing the due diligence process
  • Assisting corporate counsel with legal documentation
  • Finalizing the transaction

Scottsdale Buy-Side M&A Investment Banking Services

CKS Advisors is also a perfect fit for companies and entrepreneurs looking to expand their business footprint in the Scottsdale and Arizona market. Our Scottsdale investment bankers and Scottsdale M&A advisors can help you identify potential target companies that meet your business expansion goals. Our Scottsdale M&A buy-side advisory projects include helping clients evaluate and purchase businesses in the Manufacturing, Transportation/Logistics, Restaurant, and Healthcare sectors. Our local track record includes advising and competing buy-side transactions 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

Scottsdale Capital Raising Services

CKS Advisors and our local Scottsdale based capital raising team can also assist in completing your equity or debt fundraising goals. Our team maintains active relationships with the most important Scottsdale banks, private equity groups, and mezzanine funds to help you raise capital for:

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

Our Scottsdale Investment Banking Transactions

If you own an Arizona based business, a Scottsdale investment bank or Phoenix investment bank can be an ideal fit. Local investment bankers understand Arizona’s local economic conditions and relationships with the most important buyers in the market. At CKS Advisors, we have been active in the Arizona market for more than a decade. We are especially known for completing transactions in Phoenix and Scottsdale.

Our Scottsdale Investment Banking Transactions
COMPANY SIZE TYPE OF COMPANY ROLE INDUSTRY
Mesa Precast $3,000,000 Building Materials Buy-Side Manufacturer
eDonor $5,000,000 Software Company Sell-Side SAS
Keller Equipment $11,000,000 Business Services Sell-Side Service
Trimway $12,000,000 Retail Sell-side Weight-Loss
Pacific Wave Systems $24,000,000 Manufacturer Sell-Side Satelite Industry
Phase 2 $25,000,000 Business Services Sell-Side Call Center
Advertising Agency Advertising Agency Financial Advisor Service
Express Delivery Company $13,000,000 Transportation Sell-side Trucking
Mid Coast Trucking $11,000,000 Transportation Sell-Side Trucking
Promotional Products 1 $3,000,000 Business Services Sell-Side Advertising
Promotional Products 2 $5,000,000 Business Services Sell-Side Advertising
Promotional Products 3 $8,000,000 Business Services Sell-Side Advertising
Nutracea $7,000,000 Food Manufacturer Workout Manufacturer
Red Mountian $32,000,000 Heavy Equipment Rentals Chapter 11/Workout Service Provider
Our Scottsdale M&A Advisory Engagements
COMPANY TYPE OF COMPANY ROLE INDUSTRY
Mesa Precast Building Materials Buy-Side Manufacturer
eDonor Software Company Sell-Side SAS
Keller Equipment Business Services Sell-Side Service
Pacific Wave Systems Manufacturer Sell-Side Satelite Industry
Advertising Agency Advertising Agency Financial Advisor Service
Express Delivery Company Transportation Sell-side Trucking
Nutracea Food Manufacturer Workout Manufacturer
Red Mountian Heavy Equipment Rentals Chapter 11/Workout Service Provider

If you would like to learn more about the M&A market or are ready to explore options, we would be glad to meet. Please contact me at 480-351-8533 or myoung@cksadvisors.com.