Mergers & Acquisitions

Ensure peace of mind in a complex process

No matter what the size of the transaction, buying, selling or merging a business is a complex procedure. Without the proper experience and expertise, you could easily find many unanticipated and unwanted surprises.

You need a team of experts to guide you through such transactions, ensuring confidentiality and an appropriate level of due diligence. The benefits? Peace of mind and maximizing value.

In buying mode, you want to ensure the price you pay for the business is fair.
In a merger, you need a thorough study to make certain you’re getting a fair share of the new entity and you’re not destroying a good business by merging it with a poor one.
When selling, you need to know you’re getting the best price possible and there will be no lingering after-sale risks.
In all cases, you want to effectively structure the deal to minimize tax.

Bottom Line? No matter whether it’s a purchase, merger or sale, SB Partners has a solid process and the ideal experience that maximizes value and mitigates risk.

You benefit from our experience

Regardless of the nature of the transaction, our experienced team works to maximize benefits – and minimize risks – for you.

Our team includes a Chartered Business Valuator – a highly trained expert who follows the market on a day-to-day basis – who can help you understand valuation issues and the financial terms of the transaction. Our due diligence team also provides the knowledge and skills to identify issues critical to the transaction such as unreported liabilities; reliance on key customers, suppliers or employees; and opportunities to achieve economic synergies.

As well, SB has extensive links to financial institutions and resources in the corporate finance marketplace.

Since 2003, SB Corporate Finance has applied its creative, strategic expertise on behalf of several clients – large and small. Over that period, we have handled more than 25 transactions valued in excess of $300 million.

Most of them emerge from the ranks of our own client base, but a growing number arrive through referrals from professionals – lawyers and financial service industry experts – with whom we do regular business. Recent transactions include:

Providing valuation assessment, transaction consulting and due diligence services on the purchase of a public company’s subsidiary worth an estimated $20 million
Consulting that included valuation assessment, transaction consulting, due diligence services and help in obtaining financing to acquire a specialized manufacturing company worth an estimated $400,000
Advised on all aspects of the divestiture of a distributor of insulation and construction materials valued at approximately $48 million
Transaction consulting and due diligence services on the merger of operating divisions of two unrelated companies with an estimated combined net asset value of $14 million

Support from pre-deal to post-deal… and beyond

We’re there to provide support from pre-deal evaluation to completion and post-transaction integration in merger situations. We can help with mergers and acquisitions, sales, joint ventures, other forms of purchase transactions and initial public offerings.

Let us help you maximize value.

Contact

Trevor Hood, B. Math, MAcc, CA, CBV
Principal & Vice-President, Corporate Finance
905-633-6353
thood@sbpartners.ca

Trevor manages both the valuations and corporate finance practice areas for SB Partners. He is a member of the Communications Committee of the Canadian Institute of Chartered Business Valuators and has presented a number of succession planning, corporate finance and other seminars to small- and medium-sized business owners over the years. His valuation and corporate finance experience covers a wide variety of industries and business types.

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What our Clients Say

Michael Andlauer, Chairman, Andlauer Management Group

“Our evolution to a national transportation and logistics group has provided many challenges. Over the last 10 years, the SB Partners team has contributed to our success by offering creative financial and business advice along the way.”