|
Commitment. Process Expertise. Results.
Boxwood Partners provides a broad range of M&A advisory services to select
clients in the middle market, with our targeted transaction size
ranging from $10 to $250 million.
As a trusted advisor, Boxwood offers our clients thoughtful, straightforward, and
concise advice from experienced senior professionals. Our highest priority
is to exceed expectations and ultimately deliver exceptional results. We
take the time to listen to what our clients want to accomplish, and are never
shy about offering our own perspective. Boxwood's capability to understand
complex circumstances or situations, effectively convey key business success
drivers and future opportunities, access the most suitable group
of prospective buyers, and flawlessly execute a competitive sale process
truly sets us apart from other firms.
Our full-service M&A advisory services include the following:
 |
Exclusive Sale Representation: |
• |
Understand client objectives and design a sale process to achieve such goals,
including but not limited to, maximizing the value of the client's business and closing
the transaction on the best possible terms with minimal "hassle" to the owners and management.
|
|
• |
Develop an appropriate buyers list and all of the related transaction marketing materials,
which would typically include a comprehensive Information Memorandum.
|
|
• |
Manage all communications and interaction with prospective buyers, including marketing
calls, follow up data requests, and site visits.
|
|
• |
Evaluate and negotiate offers from interested parties and work with the client to select
the buyer and sign a Letter of Intent.
|
|
• |
Manage the post-LOI closing process including buyer due diligence and the negotiation
and execution of the definitive transaction documentation.
|
 |
 |
 |
 |
| Buy-side advisory: |
• |
Identify and assess potential targets.
|
|
• |
Perform valuation and business analyses.
|
|
• |
Advise regarding transaction pricing and structure.
|
|
• |
Negotiate Letter of Intent.
|
|
• |
Manage closing process including performing due diligence on
the target and negotiating the definitive transaction documentation.
|
|
• |
Assist in identifying and securing financing, if required.
|
 |
 |
 |
 |
| Pre-sale consulting: |
• |
Thoroughly assess the operations and financial condition of a business
from a potential buyers' perspective.
|
|
• |
Make recommendations and assist as required to develop long-term strategies regarding:
- Business development and growth opportunities
- Capital structure optimization
- Financial systems and controls
- Management requirements
- Technology and IT systems
- Timing of a potential sale or recapitalization
|
 |
 |
 |
|