Merger & Acquisition Advisory Services
For the company considering a merger, sale, or divestiture, Heinemann & Co., Inc. will work with principals and management to:
- Evaluate the strengths, weaknesses, competitive positioning and strategy of the business and its principals
- Establish and estimate of the current market value of the firm
- Create a document providing an introduction to the company for prospective buyers
- Identify and discreetly contact potential acquirers
- Prepare principals, management and the company for subsequent due diligence
- Assist in the negotiation and structuring of a transaction.
For the company seeking assistance in implementing a growth through acquisition strategy, we will:
- Work with management to set acquisition strategy and refine candidate selection criteria
- Identify, qualify and present acquisition candidates to management
- Approach selected targets
- Assist in the valuation, structuring and negotiation of transactions
Services for Troubled Companies
We bring a broad range of strategic, transaction and management/restructuring experience to troubled company situations. Our services include strategic assessment of the potential paths to success for a company. Based on this assessment we can implement a range of activities that will enable principals to optimize the short term and long term outcomes for a company. These activies can include: sale of all or part of the business, restructuring/rationalization of the organization, evaluation of financing alternatives, negotiation with creditors, evaluation of bankruptcy and/or other liquidation options.
Raising Private Equity Capital
For the Company seeking to raise capital from private capital sources, Heinemann & Co., Inc. works with the principals and management team to:
- Prepare a Business Plan that will capture the interest and attention of potential investors
- Work with the management team to refine its business model and the presentation of that model
- Identify and establish contact with potential strategic and private equity investors
- Assist management and principals in structuring and negotiating a successful financing package
Business Valuations and Appraisals
Often, an estimate of the market value of a business is needed for estate planning, corporate financial restructuring, ESOP's or employee incentive plans. Heinemann & Co., Inc. performs valuations using proprietary and public data sources and a variety of modeling techniques.
