Search & Consult

Mission :

To find, acquire, and grow profitable and scalable businesses while providing private business owners with independent and strategic advice on M&A and private financing. We deliver positive outcomes by leveraging our data-driven strategies, deep network, and entrepreneurial approach, all within the framework of Creating, Growing, Protecting, and Transferring Business Value.

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Our approach is simple

Build partnerships, consult, and add value as we search.

Identify

We have flexible criteria for consultation or investment*:

Revenue: $500 Thousand - $10 Million
EBITDA: Margin 10 - 20%
Location: Maryland, Pennsylvania, Delaware, New Jersey
Longevity & Resilience: Stable, potentially recurring revenue and cash flows
Ownership: Private businesses where the owner(s) are planning an exit or recapitalization
Industries: Business Services, Healthcare, Education, Manufacturing, Financial Services

*Our criteria serve as a general guideline. We are open to considering businesses that may not fit perfectly within these parameters.

Introduce & Learn

Our first meeting will be an introduction to determine if we have capable goals and can work together. Our initial 30-minute meeting includes:

Introduction, pitch, and value proposition, goals.
Buyer and investor screening interview

Assess & Qualify

Every client undergoes the Value Builder Score™ assessment. This is our application process to determine if your business qualifies for our services or fits our investment criteria. You will receive:

A benchmark value range of what your business is worth.
A business performance score based on 8-drivers of value set against others in your industry.
An idea of where improvements can be made to increase value.
A verbal indication of interest in consulting on building your business values (Or a purchase which is rare)

Consult or Buy

How we proceed is dependent upon your goals and the condition and needs of the business. There are three outcomes:

A Value Builder consultation engagement
A consultation and sale or capital raise engagement
An acquisition (Which is rare)- If you do not pass due diligence, we can continue and assist you in a sale.
We part ways. You walk away with an indication of value, the quality of operations, and what you need to do to improve your business.

Why Hire Us:

Partnership Approach

We are unique as an investment advisory firm with an investment bank that is also a search fund. We consult and advise on strategic management matters as we undergo our search. This way every owner we come across has some benefit in sitting down with us. Those benefits are quantifiable in terms of value and income. Owners who sell to us know exactly what we are looking at when evaluating a business. Also, get an indication of how we intend to grow the business once purchased. We want to protect your legacy, your employees, and your community. As an intermediary, we screen buyers and investors with those goals in mind.

Unique Network

We are unique because as a search fund, we operate in the search fund, venture capital and private equity community. We take on clients who are attractive to those buyers and investors because those businesses are attractive to us as buyers ourselves. As investment bankers, we can syndicate deals in our private marketplace and expand the universe of potential buyers and investors for your business. We pay the additional brokers who work on your deal. Most business brokers and M&A advisors won't split fees with other brokers. We do.

Data Driven Decision Making

Our value building process is based on empirical evidence. We can quantify exactly how we will add value to your business and how that will impact your personal financial plan. Our due diligence and marketing processes have also undergone study and testing showing that we can increase the probability of raising capital, staying in business, and making returns to investors. We employ a data driven decision making process and can help you to implement similar processes with your business as well.

Advanced Tech

We can make fast and accurate decisions based on data because we use a systematic approach to business evaluation and due diligence. Because of this approach we can also minimize transaction costs. For example: Full Due diligence on your company can cost from $25 Thousand to $50 Thousand dollars. We conduct pre due diligence internally and help you to build a due diligence package. This reduces risk in the eyes of the acquirer. For you, it reduces stress, saves time, and money.

If you’d like more information about our features, get in touch today.