For Sellers
I started Sovereign because I wanted to bring transparency to what has been previously an opaque world of M&A. If you’re thinking about selling your business now or sometime in the future, talk to me as your first step. I’m not an investment banker. That’s by design. Been there, done that. However, I have worked on 100+ transactions as an investment banker, private equity professional, and private equity lender. I want to bring that experience to you. After talking, if you want to hire an investment banker, I can help find the right fit and negotiate the best deal for you. If you decide you want to sell without engaging a banker, I would be happy to be a sounding board throughout the process. Best yet, unlike investment bankers and brokers, our pricing model is refreshingly simple: one hourly rate, no retainer, no kickers, no 24-month tails, no backdoor referral fees.
Our sell-side coaching services include and address a wide range of objectives:
Comprehensive Sale Readiness Review
Marketing Material Development
Offer Evaluation and Strategic Negotiation
Diligence Process Coordination
Advisor Identification and Negotiation
Targeted Buyer Identification
Communication Support
Legal Negotiation Support
Targeted Buyer Identification
Advisor Identification and Negotiation
Legal Negotiation Support
Communication Support
Comprehensive Sale Readiness Review
Advisor Identification and Negotiation
Targeted Buyer Identification
Marketing Material Development
Communication Support
Offer Evaluation and Strategic Negotiation
Diligence Process Coordination
Legal Negotiation Support
For Buyers
Growth through acquisition is no longer restricted to Fortune 500 companies and private equity backed strategics. Small privately owned businesses are now capitalizing on these opportunities. Plus, more and more corporate executives, fed up with corporate life, have branched out and bought a small company to operate their way. That all sounds great, but where do you begin? I have closed more than 50 transactions. My full-time job is to identify, structure, and close acquisitions for one of the nation’s largest facility services businesses. I have been in the M&A world for the better part of 15 years. I can leverage that experience to help you on your journey. Best yet, our pricing model is simple: one hourly rate.
Our outsourced corporate development services include:
Strategy
development
Target identification and initial communication
Valuation support and negotiation
Diligence process
management
Capital raising support
(if applicable)
Legal negotiation
support
For Students & Young Folks
There is no one that made more mistakes starting out his/her career, than I did. Trust me. Couple that with my undergraduate degree being in Political Science from a below-the-radar college outside Orlando, and it has been a steep learning curve, to say the least. Yes, I was very lucky to later graduate from the University of Florida’s Masters in Finance program. But, when students are recruited sophomore year, I was already late to the game. I had never sent an email using Microsoft Outlook, never mind running an LBO model or understanding what was a good banking opportunity versus a not so good opportunity. I am happy to share my lessons learned so you can avoid the mistakes I made. Free of charge.
