M&A Advisory Services

By: Sumex Business Financing  09-12-2011
Keywords: Strategic Planning

M&A Advisory Services

Our industry expertise, research capabilities, and highly developed network of contacts provide a solid base for initiating transactions, as well as for identifying and evaluating potential buyers and sellers.

Sumex professionals have experience in all phases of the process and can provide market analysis, financial analysis, capitalization structure, due diligence, marketing memorandum preparation, assistance in structuring transactions, negotiating, and closing terms tailored to the clients need and capital market demands.

We help clients restructure their businesses and develop realistic acquisition or divestiture plans. Since these activities are strategic in nature and have long-lasting consequences, it is crucial that initial analysis completed be objetive and thorough.

When representing potential acquirers, we can provide assistance in the initial strategic planning stages by helping the client identify the best investment criteria and target businesses. We assist clients in evaluating their alternate strategies including internal growth, joint ventures, and/or strategic alliance partnerships. At Sumex, we put our contact network to work on the client's behalf, quietly and discreetly, in order to preserve confidential relationships and reputations.

When representing sellers, we assist clients in operating from a position of strength. By working closely with the client, we assist in developing a business plan and a forecast that provides an optimal opinion of value. Sumex will contact only selected qualified buyers in order to maximize price, improve terms, and quickly complete the transaction.

If the transaction requires additional capital, Sumex can also access our extensive network of debt & equity sources.

Keywords: Strategic Planning

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With M&A transaction experience in a number of industries and a group of seasoned operating and financial executives, research staff, and national contacts, Sumex provides a unique value proposition. Sumex has achieved a high rate of success on business acquisition and divestiture mandates because of the unique resources, processes, and perspectives that are specific to mid-market transactions.


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