Regardless of whether it is an asset sale or a stock sale, a seller can expect a thorough examination during the due diligence phase. It is critical for a company to have an advisor who understands this process and the market. Identifying and addressing pitfalls before they are discovered by a potential buyer is vital to preparing a company for a sale. Preparation will not only make the diligence phase go smoothly, but it will also enhance the company’s value in the eyes of a potential buyer.

Sometimes adding sales staff is simply not enough. In order to most quickly and efficiently achieve growth objectives, it’s important to consider all options, including acquiring a competitor, industry partner, or supplier. Our experience and relationships in retail, manufacturing, service, and logistics provide access to potential strategic partners while also uncovering acquisition candidates that may not have previously been on the radar.

There is no “one size fits all” answer. We take the time to sit down with each of our clients in order to thoroughly understand their motivations for selling. Then, we examine the company’s industry, growth outlook, and the current state of the sale and capital markets. Our role is to ensure our clients are well-informed about the state of the market and to help them evaluate any potential trade-offs of proceeding with or delaying a sale. This allows our clients to confidently move forward with a strategy specifically tailored to their individual objectives.

Invictus offers a full support team to facilitate the financing process. With bank relationships and transactional experience spanning decades, we provide recommendations regarding sourcing and structuring designed to achieve the most efficient capital structure possible. Invictus also has extensive relationships with non-bank funding sources that provide additional flexibility and optionality for deals that may fall outside of traditional lending parameters.