Investment Banking | M&A

Overview

We Help Business Owners in Selling and Buyers in Acquiring

Selling or buying a business is one of the most important financial decisions you will make. At National Transaction Advisors we represent both Buyers and Sellers.

For The Buyer
  • Business Identification and Pre-Qualification – We actively search on your behalf to identify businesses in specific sectors or industries that match your search criteria.
  • Business Acquisition Negotiations – Often your acquisition target will have already engaged a business broker and having experienced representation on your side as well will level the playing field.
  • Business Acquisition Financing – We have access to a variety of funding sources and may be able to help you obtain financing for your next acquisition.
  • Documentation and Due Diligence – National Transaction Advisors will work with your legal and financial professionals to conduct sufficient due diligence, ensuring that all potential risks are identified and accounted for in the offer.
  • Closing the Deal – Many people think that once the Letter of Intent (LOI) and/or Purchase Agreement is signed the deal is done, but our experience tells us that it is far from over at that point. That is really when the work begins. We will coordinate closing activities to ensure that all due diligence items have been addressed and the groundwork has been established for a smooth transfer of ownership.

For The Seller
  • Prepare Your Business For Sale – We help prepare the business for sale which allows the business owner to continue to focus on running their business while it is up for sale. Do not underestimate the importance of this function.
  • Our Go-To Market Assessment – this process helps shareholders understand their potential returns and liquidity options by:
    • Analysis of the Company’s Key Financial Metrics & Operational Drivers, and Capital Requirements (to fund growth, restructuring, buyout of partners, etc.)
    • Research and Overview Current M&A Climate (financial buyer vs. strategic buyer analysis)
    • Industry-Up-to-date Analysis & Research Listing of Recent M&A Transactions in the Company’s Industry-Guideline private and public market analysis
    • Business Valuation Analysis identifying Fair Market Value and Investment Value Ranges, Value Drivers Preliminary Buyer/Investor Identification (Financial, Strategic and Private Equity)
  • Maintain Confidentiality – When selling your business, confidentiality is vital. Your company can lose credibility if word gets out about the sale to customers, employees, suppliers and competitors. Preserving your confidentiality is a priority for us.
  • Attract Buyers – We know how to market a business. It is not just a matter of putting up a listing online. There are buyer databases, potential strategic buyers, and proven industry avenues that we can access to pursue prospective buyers.
  • Screen Prospects – We are able to sift through inquiries and identify qualified prospects. Doing so allows us to conduct the important initial dialogue with buyers so that the you only meets with potential buyers who understand the business and are able to execute a transaction.
  • Negotiating – We are able to mediate discussions between you and qualified buyers. As an objective third party, we are a much-needed buffer between the parties and are able to negotiate on your behalf, saving time and stress.

National Transaction Advisors can be a tremendous addition to your team, and can offer a wealth of helpful advice, but at the end of the day, you have to make the final decisions.

Industries Served

The NTA team has represented domestic and international, bricks & mortar and e-commerce, clients and is experienced across a broad range of industries, such as:

  • Manufacturing
  • Financial Services
  • Consumer Products
  • Distribution
  • Retail
  • Recreation
  • Media
  • Technology
  • Energy
  • Hospitality
  • Restaurants
  • Real Estate

Process

Selling Process

Beginning of a business relationship. Questions of the seller are answered regarding the sellers why the interest in selling and their objectives. The NTA intermediary explains what’s involved in the selling process. Questions of the seller are answered regarding the business operation, history and prospects of the seller’s firm.

Buying Process

A NTA intermediary will speak with the buyer prospect to determine if they are an appropriate fit for NTA’s Buyer Services. Unless a buyer truly is ready to become a business owner, the process cannot begin. Prospective buyers are required to submit a signed and dated financial summary and Non-Disclosure Agreement (NDA). The NTA intermediary explains what’s involved in the buying process.

Contact Us

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NTA is pleased to announce that Mr. Peter F. Gonzalez has joined the firm as a Co-Managing Partner. Learn more