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Services Lighthouse Capital Advisors, LLC is an
investment banking firm specializing in assisting owners of
middle market companies with the sale of their company.
The level of comprehensive personal and professional service
that we provide clients is what sets us apart from other
investment banking firms. We are not satisfied (or paid)
until our client is satisfied (and paid). Our services and
the sell-side process that we design and execute for our clients
are customized for each individual deal with the intent to
maximize the after-tax net proceeds on the sale to the owner,
secure the best possible terms, maintain the highest level of
confidentiality possible and minimize the burden on the owner and the
business.
How do we:
Maximize After-tax Net Proceeds
The first step in maximizing sale proceeds is
to create a comprehensive marketing plan. We know what
acquirers are looking for in their acquisition targets and we
know how to professionally present that information in
order to maximize their interest. Our extensive database
and industry contacts allow us to efficiently attract the best
acquirer candidates - those that would have synergies with our
client and would be willing to pay synergistic pricing.
Many times these candidates are not currently in the same
industry as our client.
The entire marketing process is
designed to create a competitive environment. The most
effective way to maximize leverage in deal negotiation is to
have multiple parties interested and bidding. We combine
outstanding negotiation skills with an upfront negotiation
strategy that promotes pricing based on the future prospects of
our clients - not just historical performance. We also
have an in-depth knowledge of tax issues and work closely with
our client's accountant and lawyer to structure deals in order
to minimize taxes. All of our marketing, negotiation and
structuring efforts are designed to minimize taxes and ensure
that no money is left on the table.
Secure the Best Possible Terms
The saying, "the devil is in the details" is never more true
than in a company sale process. The "non-economic" terms
in a purchase agreement can have a substantial impact on the
amount of risk retained by our client and ultimately on the net
proceeds received by our client. We work very closely with
our client's attorneys on issues such as retention escrows,
representations and warranties, survival periods,
indemnification baskets and caps, non-compete agreements,
consulting agreements and post-closing balance sheet adjustments
in order to secure the best possible deal terms for our clients.
Good legal counsel is critical to the process - if our clients
do not already have trusted legal counsel, we can help them find
the right attorney to handle the transaction.
Maintain Confidentiality
Our sell-side process is designed to maintain
confidentiality to the highest level possible. We work
diligently to qualify potential buyers very early in the process
to determine the sincerity of their interest in acquiring our
client and for their financial capacity to do so. All
pre-qualified acquirers are required to sign a confidentiality
agreement before the identity of our client is disclosed.
Even after the signing of a confidentiality agreement, the
process is designed to withhold our client's most proprietary
information (for example, our client's customer list) until we
are very confident that a deal has or will be reached.
Minimize the Burden on the Owner and Company
The most important financial and operating results of
a company to be sold will occur during the sale process.
The company owner can not let results slip during the sale
process. The financial and operating results that occur
during the sale process can have a large impact on the ultimate
sale price of the company and can even affect whether the deal
closes at all. Our process is designed to
minimize the time that the owner spends on the sale so he or she can continue to successfully operate the company.
The sale of a company can be an emotional process for the
parties involved and negotiations, at times, can become very
adversarial. We shield our clients from the adversarial
negotiations in order to assure a continued relationship with
the buyer - while we negotiate the best price and terms for our
client.
Contact Us
to learn more.
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