Services

MERGERS AND ACQUISITIONS

Mergers and acquisitions are not just about the numbers. For a seller it is a life-changing event. For a buyer it is an important building block. Trust our multi-industry experience to open gateways to unique solutions for maximizing your financial outcome. We start by determining the factors you consider key to a successful transaction. Then together, we’ll explore strategic alternatives, agree on the path forward and close a deal that delivers the most for you. Our expertise includes:

• Strategic Acquisitions
• Sell-side Representation
• Divestitures
• Recapitalizations
• Leveraged Buyouts
• Management Buyouts
• Tax-free Spin-offs
• Growth Capital
• Deal Structuring
• Buyer Searches
• Tax Planning
• Due Diligence/Forensics

VALUATIONS

Typically, you will find that valuations are performed by either an investment banker or a valuation industry professional. Well, SteelGate is anything but typical. We incorporate both perspectives to ensure a realistic picture of value. Then, that value is used in combination with our market insights, powerful market databases, expert industry information and objective analyses to guide the decision making.

Some of the resources at our disposal include:

Standard & Poor’s Capital IQ
IbisWorld Industry Reports
ProfitCents Industry Benchmarking
First Research Industry Intelligence
• BIZCOMPS Database
KeyValueData

Insight, benchmarking, experience and industry-leading data ensure that each SteelGate valuation is performed with an awareness of how a financial or strategic buyer’s valuation may differ from the seller’s internal valuation. Further, because the value of your business is dynamic, always changing, and hopefully growing, we take the time to explain the SteelGate valuation model, all key inputs and the important factors that can be managed to maximize value.

Typical SteelGate valuation services include:

• Whole or Partial Business Divestiture
• Majority or Minority Partner Buyout
• Buy-sell Agreements
• Fairness Opinions
• Identifying and Implementing Growth Strategies
• Succession Planning/Exit Strategy
• Family Business Succession
• Gift and Estate Planning
• Divorce Strategy – Preservation of Assets
• Obtaining Financing
• Employee Stock Ownership Plans (ESOPs)
• Preparation of Personal Financial Statements
• Determining the Need for Life Insurance
• Financial Reporting
• Litigation and Shareholder Disputes
• Wealth Strategy Planning