Falcon Capital Partners’ Post

M&A WORLDWIDE are pleased to share with you some key facts from our article “Why hire a dealmaker?” “An M&A advisor coordinates the processes they implement and is able, with their team and in conjunction with the company’s usual advisors, to deliver a full package to their client. This takes into account not only the interests of the client, their employees, and the business but also market realities.” – Philippe Delecourt – Manager Partner from Linkers. Hiring the right investment banker yields a high financial payoff. For instance, a University of Alabama and Portland State University study involving 4,468 transactions over a 20-year period estimated that sellers who hired an investment banker received valuation premiums of around 25 per cent, depending on their methodology. A study by Fairfield University surveyed business owners who sold their businesses for between $10 million and $250 million with its findings best summarized by quoting one recent seller: “Unless you have substantial expertise, a broad buyer network, and a lot of free time, partner with an investment bank. You may be able to get it done yourself, but you’ll be leaving millions of dollars on the table as well as closing a higher-risk transaction. For more information. Please click here for the full article. https://lnkd.in/d_SA4N7P #mergersandacquisitions #advisory #worldwide #business #buyside #sellside #consultants #investmentbanking

Most of the work I do revolves around sell-side M&A, but lately, I have also noticed an increase in buyer activity. To that end, I wanted to share a few buy-side mandates that may be relevant to you or someone you know. Check out the details here: https://lnkd.in/dmyeVHS7. And please do share. #mergersandacquisitions #buyside

🎯 Attention Wealth Advisors, Financial Advisors 🎯 🚀 Empower Your Business Owner Clients—And Your Practice 🚀 As financial advisors, your role in guiding business-owner clients through their biggest transitions is crucial. That’s why I developed the "Business Owner Client Service Model"—a transformative approach designed to help wealth advisors bring valuable resources and options to their business-owner clients, increasing the odds of securing future liquidity proceeds. 🔹 Proactive Partnership: We support you long before your clients are ready to sell, helping you anticipate needs, build strategies, and strengthen your advisor-client relationship. 🔹 Expand Your Reach: Our model empowers you to not only serve current business-owner clients with greater confidence but also attract new prospects who need expert guidance. 🔹 Maximize Client Outcomes: This model ensures your clients achieve successful exits on their terms, and it helps you retain those post-sale assets that can transform your practice. 👉 Let’s talk about how to position your practice as the go-to advisor for business-owner transitions. Reach out today to see how this model can reshape your client relationships! 📧 brian@vesticor.com 🌐 www.vesticor.com 📅 Schedule a time: https://lnkd.in/eRWDg79v #BusinessOwnerExits #WealthAdvisors #ClientSuccess #AdvisorAdvantage #Vesticor

🎯 Attention Wealth Advisors, Financial Advisors 🎯 🚀 Empower Your Business Owner Clients—And Your Practice 🚀 As financial advisors, your role in guiding business-owner clients through their biggest transitions is crucial. That’s why I developed the "Business Owner Client Service Model"—a transformative approach designed to help wealth advisors bring valuable resources and options to their business-owner clients, increasing the odds of securing future liquidity proceeds. 🔹 Proactive Partnership: We support you long before your clients are ready to sell, helping you anticipate needs, build strategies, and strengthen your advisor-client relationship. 🔹 Expand Your Reach: Our model empowers you to not only serve current business-owner clients with greater confidence but also attract new prospects who need expert guidance. 🔹 Maximize Client Outcomes: This model ensures your clients achieve successful exits on their terms, and it helps you retain those post-sale assets that can transform your practice. 👉 Let’s talk about how to position your practice as the go-to advisor for business-owner transitions. Reach out today to see how this model can reshape your client relationships! 📧 brian@vesticor.com 🌐 www.vesticor.com 📅 Schedule a time: https://lnkd.in/eTBrmfWk #BusinessOwnerExits #WealthAdvisors #ClientSuccess #AdvisorAdvantage #Vesticor

If you have $100k - $1M to invest (in cash or credit), here's an exciting opportunity that might pique your interest: Not only will you gain a majority stake in an already cash-flowing business, but we will also manage the entire operation for you in exchange for a one-time investment. Our goal is to grow the business, enhance its value, and sell it in 2-3 years for a much higher multiple. I call this the "Silent Investor Partnership" in which you to earn monthly residuals without the hassle of running the business yourself, and guarantees a significant payout once we sell our shares. What are the benefits of buying/investing an online business: ✅ Proven model with an existing customer base ✅ Immediate cash flows and profits ✅ Monthly payments and performance reports ✅ Experienced management team in place ✅ Scalable, valuable, and hyper-profitable If you're an investor, fund manager, or wealthy individual, shoot over a DM to learn how you can achieve 20-80% annual returns by investing in OR buying majority shares in a business. I will send you all the decks, reports, and relevant materials upon request. #investments #acquisitions #onlinebusiness #privatequity #familyoffice

Is your company worth more than you think? Determining the value of a company is a crucial step in any merger or acquisition deal. → It helps investors and acquiring companies assess the potential benefits and risks of the transaction. → Keep potential benefits of a transaction → Ensure a comprehensive and accurate valuation. Factors to Consider 👇 𝐂𝐨𝐦𝐩𝐚𝐧𝐲 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐧𝐨𝐭 𝐚 𝐬𝐭𝐫𝐚𝐢𝐠𝐡𝐭𝐟𝐨𝐫𝐰𝐚𝐫𝐝 𝐩𝐫𝐨𝐜𝐞𝐬𝐬. It involves considering both financial and non-financial factors, including: 🏹 Assets: The value of the company's tangible and intangible assets 🏹 Income: The company's past and projected earnings 🏹 Market conditions: The industry and economic environment in which the company operates 🏹 Risks: The potential risks associated with the company's operations 🏹 Negotiating skills: The ability of the parties involved to negotiate a fair price 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐬 There are three main approaches to company valuation: ⭐ Asset-based approach: Focuses on the value of the company's assets ⭐ Income-based approach: Considers the present value of the company's future earnings ⭐ Market-based approach: Compares the company to similar companies in the same industry 𝐂𝐨𝐦𝐦𝐨𝐧 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐌𝐞𝐭𝐡𝐨𝐝𝐬 Within these approaches, there are various methods used to assess company value, such as: 📌Price-Earnings Ratio (P/E Ratio) Method: Multiplies the company's earnings by a multiple derived from comparable companies 📌 Enterprise-Value-to-Sales Ratio Method: Multiplies the company's sales by a multiple derived from comparable companies 📌 Replacement Cost Method: Estimates the cost of replacing the company's assets 📌 Discounted Cash Flow Method: Projects the company's future cash flows and discounts them to their present value using the company's weighted average cost of capital (WACC) 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐜𝐞 𝐨𝐟 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 👁 Determining the value of a target company is essential for: 📈 Assessing the potential return on investment 📈 Determining a fair price for the acquisition or merger 📈Estimating the time it will take to recoup the investment 📈 Providing a basis for negotiations And Yes, Company Valuation is not straightforward It requires careful consideration of multiple factors and the application of sound judgment. If you're considering selling your company or acquiring another company, ↳ it's important to get a professional valuation to ensure you're getting a fair price. Learn more about your company's value and how to maximize it. Email 👉 stefano@monx.team #startup #investor #valuation #monx

Considering selling or buying a business? Or perhaps planning succession and you aren't sure how to accurately determine the value of your business? These crucial processes can be complex, even overwhelming - but you're not alone. Many business owners struggle with these exact issues. This is where professional Business Brokerage Services could provide the clarity and guidance you need. Industry insiders see a growing demand for these services, driven by businesses just like yours, seeking value evaluation for various reasons such as mergers, acquisitions, partnership dissolutions, succession, or even estate planning. The diverse needs of businesses promise a boom in the brokerage services industry - resulting in more choice, potentially more competitive services, and even lower costs. Have you fully considered your business requirements and how you're addressing them? Sometimes, a professional perspective can illuminate hidden intricacies often overlooked. Don't leave critical decisions to chance—reach out, let's discuss how to prepare your business for a successful future.

🚀 Unlock New Opportunities for Your Clients and Your Practice! 🚀 Are you a financial advisor with business owner clients? Are they considering an exit strategy, but unsure where to start? 💼 This is where YOU can be the hero. 🌟 At Vesticor M&A, we specialize in aligning with wealth advisors to support business owners long before they are ready to sell. Unlike traditional M&A firms, we play the long game by providing value at every stage of their journey, not just at the point of sale. This unique approach positions you as the go-to advisor for business transition planning, ensuring you stay at the center of all decision-making. Why Partner with Vesticor? ✅ Unmatched Advisor Alignment: We understand the challenges wealth advisors face and are dedicated to helping you build a successful service model that brings real value to your business owner clients. ✅ Holistic Approach: Whether it's strategic growth, exit planning, business valuations, or preparing for market readiness, we offer tailored support and guidance every step of the way. ✅ Market Expertise: With over $1.5 trillion in private business transactions annually, there is a significant opportunity for advisors to capture liquidity events for their clients. We help you tap into this lucrative market effectively. ✅ No Pressure, Just Support: Even if your clients aren't ready to sell today, we help them prepare for the future, ensuring they have the best options when the time is right. Next Steps? Let’s Collaborate! If you have business owner clients contemplating their future, let's discuss how Vesticor can add unique value to your advisory practice. Together, we can develop strategies that align with your clients' goals, providing them (and you) with the best possible outcomes. 🙌 Let's make sure you are the trusted advisor in all matters of business transition. 🌱💼 Brian C. Summe Chief Revenue Officer | Partner 📞 (859) 630-6134 ✉️ bsumme@vesticor.com 🌐 www.vesticor.com 📅 Schedule a Call

A few concepts in M&A guide you through the entire process. One is the business case, and another essential element is the investment thesis. Let's look at the second. An investment thesis is a clear, concise statement that outlines the strategic rationale behind a potential acquisition. It articulates why a target company is attractive, how it fits into the acquirer's overall strategy, and what specific value the merger or acquisition is expected to create. It's central to everything, and we use it at different stages: - During the development of the M&A target pipeline, we already have a first idea of the investment thesis when we evaluate the targets. - When we initiate contact with the target company, we verify whether the assumptions were correct and continue adding details to the investment thesis. - Once we have an LOI and start working on due diligence, we confirm the investment thesis and add the missing details. - The investment thesis guides us during the negotiations and the closing to ensure we focus on the important topics and don't get lost in the details. - During the post-closing period, it guides through the implementation and restructuring. As you can see, the investment thesis must not be treated as a static document. Instead, it should evolve based on new information and changing circumstances. It is far more than just a justification for an M&A deal. It's a strategic compass that guides decision-making throughout the process, from initial target identification to post-merger integration. Interested in more about the topic? Read my latest blog post: https://lnkd.in/gBMkeZXM

M&A Process on a Page: Navigating a merger or acquisition from the seller’s perspective can be a daunting yet rewarding journey. Helmsley's concise guide outlines a structured approach to the M&A process, providing clear steps to ensure a smooth transaction and maximize value from the sale. Here's a breakdown of the essential phases every seller should know: Key Steps in the M&A Process: 1) Planning & Preparation: From confirming the decision to sell, to valuing the business and preparing key documents, initial planning is crucial for setting the stage for a successful sale. 2) Finding a Buyer: Utilizing personal networks or engaging professionals like investment bankers or business brokers can help identify the right buyer who aligns with the strategic goals of the business. 3) Initial Phases: Screening potential buyers and signing NDAs ensures that only serious and qualified candidates are given detailed company information. 4) Due Diligence: This critical phase involves managing a data room, fielding information requests, and conducting management presentations to verify the business's worth and potential. 5) Negotiation & Transaction Agreements: Final negotiations cover everything from pricing to payment structures, culminating in the signing of the sale and purchase agreements. 6) Closing: The interim period before closing ensures all conditions are met before ownership is transferred, marking the successful conclusion of the sale. PS. check out 🔔 for a winning pitch deck the template created by Silicon Valley legend, Peter Thiel https://lnkd.in/efMzmTg8