You can trust our senior dealmakers to guide you through the often difficult M&A process and achieve your goals for your lower middle-market business.
Lower middle-market sell-side M&A advisors serving Texas and the southwest
The process of selling a privately owned company is extremely complex, and since 1984 Corporate Investment has guided over 400 business owners through the business sale process. Corporate Investment has completed transactions in the manufacturing, distribution, B2B services and technology, healthcare, construction and engineering, and many other business sectors.
Corporate Investment provides sell-side advisory services to successful lower middle-market business owners with values between $2 million and $20 million.
We meet confidentially with business owners to determine the goals they wish to achieve in the M&A transaction.
Our experienced transaction professionals then recommend the best approach to achieve the goals of the business owner, based upon our extensive experience with strategic buyers and financial buyers, such as private equity firms and family offices.
Whether our client chooses a broad auction, limited auction, or negotiated sale, we map out the steps required to achieve a successful transaction, and the approximate timeline. Our seasoned professionals execute the plan standing side-by-side with the business owner throughout the process.
When you choose Corporate Investment as your sell-side M&A advisor, you get one-on-one access to our most senior advisors who will explore your options and advise you with key strategic moves in the process.
On your side of the bargaining table
Our clients are usually busy owner-operators, who do not have the time to have a “second job” of selling their company. We will tailor a package and present your business to the appropriate buyer, to generate more interest and more offers.
Vetted by professionals
Our role is to lead the process and coordinate with our client’s professional advisor team, which includes attorneys, accountants, wealth managers, and other professionals as needed.
We have earned the trust of top legal, accounting and wealth advisory firms. Many of our clients are referred to us because of that confidence and trust. From evaluation through to completion, Corporate Investment is your trusted partner on all aspects of the transaction, ensuring critical issues are resolved and increasing the likelihood of a successful closing.
Three types of M&A process
Maximizes the probability of obtaining the highest value by increasing the competitive dynamic in the sellers favor, insures that all likely bidders are contacted, and limits the negotiating leverage of the buyer. The disadvantages are that it’s more difficult to maintain confidentiality, more time consuming, and an unsuccessful outcome can create the impression of an undesirable asset.
Higher likelihood of preserving confidentiality, reduces business disruption, reduces potential of a failed auction by signaling a desire to select a “partner,” while still maintains perception of competitive dynamics, and serves as an adequate “market check.” The disadvantages are that it may miss non-obvious, but credible buyers, there is less competition thereby reducing the seller’s leverage somewhat, and there is potential for the seller to leave money on the table.
Highest degree of confidentiality, less disruptive than auction, more flexibility with timing, and usually fastest to closing. The disadvantages include limited negotiating leverage for the seller, potential to leave money on the table, may require sharing sensitive data with no assurance of a closing, and provides less market data with which the owner must decide. Still requires management time to satisfy buyer due diligence, and limited ability to keep the buyer moving to closing.
We'll guide you through the entire M&A timeline
While every transaction is unique, most transactions include similar stages. This chart represents a typical timeline for completion of a business sale. Depending on specific circumstances of the company, its desired objectives and the optimal marketing strategy, this time frame will be shortened or lengthened.
We work with sellers throughout Texas and the southwest
Corporate Investment is the leading lower middle-market M&A advisory serving Austin, Texas and the southwest. We have handled hundreds of transactions and routinely handle deals ranging from multimillion dollar privately owned companies to businesses with 50 employees.
Selling a privately owned business is a complicated endeavor, with numerous pitfalls. The Corporate Investment team will guide you through this complex process every step of the way.