What types of professionals sell companies?

Investment Banks

• Investment bankers specialize in raising capital for businesses and advising firms on mergers, acquisitions and restructurings.
• In the world of large public company M&A, a number of investment banks specialize in executing large transactions. These investment banks include Morgan Stanley, CS First Boston, JPMorgan, Citigroup and Merrill Lynch.
• Typical services include business valuation, performing financial and strategic analysis, identifying and qualifying potential buyers or acquisition targets, preparing offering memoranda, assisting in negotiations, conducting due diligence and assisting in deal documentation.
• However, large Wall Street investment banking firms do not offer their services to smaller private companies.

Business Brokers, CPAs, Lawyers and Business Owners

• Private company M&A for companies with less than $5 million of revenues is often managed by business brokers, CPAs and lawyers.
• A business broker's services may include business valuation, finding a buyer and negotiating a transaction.
• In many cases, business owners will conduct their own M&A process under the premise that they know all the logical buyers, can manage the sales process, know what their business is worth and have sound negotiation skills.
• The reality is that these non-investment banking professionals and business owners have limited knowledge in analyzing, valuing and marketing a company, as well as running an effective M&A process, and structuring and negotiating a successful deal.

Generational Equity offers a unique blend of experience with a proven ability to execute transactions of private companies

• Generational Equity has developed a strong track record in the industry for successfully completing a wide range of private company M&A transactions for private companies with revenue ranging from $5 to $50 million.