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Designated Broker, Gary E. Lotzer


Middle Market Company Buyers

If you are seeking to acquire either an add-on or platform Company with annual sales of between $5 million and $50 million, please contact our office. We provide advisory services in the areas of corporate development and corporate finance, including the coordination of any requisite capital placement transactions. Our team members are all seasoned corporate advisory professionals, many with JD, CPA and MBA credentials, as well as the securities licenses required for conducting regulated M&A or capital placement activities. We also have international connections in Mexico, Canada, Asia and Europe.

M&A

Our buy-side services are typically conducted in three phases, over the course of an agreed engagement period. Following is a brief description of the services for each of the phases.


PHASE 1: Introduce Buy-side Targets

Establish search criteria. Research industry to identify suitable buy-side target companies. Search market for companies for sale. Develop a list of "off-market" companies and contact to determine potential interest. Provide non-confidential Teaser and execute NDA to enable exchange of confidential info. Advance interest through conference calls to obtain LOI. Manage the due diligence process.
 

PHASE 2: Negotiate Acquisition Transactions

Negotiate terms and deal structure, including whether Stock or Asset purchase, to satisfy requirements of the buyer and seller. This process may include agreements ancillary to the Definitive Agreement, such as Employment, Earn-out, Cashless Warrant or Stock Option agreements.
 

PHASE 3: Secure Acquisition Capital (If required)

Determine amount of transaction funding and any associated working capital requirements. Identify third-party funding sources, including institutional investors such as Private Equity, Venture Capital, Mezzanine and Family Office sources. Send non-confidential Teaser, followed by NDA and Confidential Information Memorandum (CIM). Arrange conference calls with investors and buyer. Advance mutual interest to Term Sheets and/or Letters of Intent (LOI). Recommend and negotiate amount and terms of investment, including deal structure to optimize equity versus debt financing combinations.

Call us at (877) 261-1792 for a Complimentary Consultation.