Merger, Divestiture, and Acquisition

Merger, Divestiture, and Acquisition

Holt Capital provides the highest quality merger, divestiture, and acquisition (MD&A) Services. Our skill in raising capital has given us extraordinary experience in targeting buyers, particularly corporations and holding companies, also called private equity firms, that want to acquire small to medium-sized companies.

We are able to structure transactions that sell only part of a business, such as the stock held by investors or a partner or estate that needs to divest, or a percentage of the share held by all the stockholders or partners.

Our merger and acquisition clients are typically small to medium-sized businesses, management buyout teams, and investors. The transaction size ranges from approximately $2,000,000 to $40,000,000. Depending on the industry, we can handle larger transactions. Our merger, divestiture, and acquisitions services include:

• Appraisal and valuation of the company
• Determining a target sales price
• Buyer or seller representation to complete transaction
• Negotiation of transaction
• Brokering of leveraged (debt) financing
• Identification of potential acquirers and strategic merger opportunities
• Targeting companies for acquisition
• Strategic acquisition planning
• Transition work and team building

We are flexible about the transaction size. We commonly receive inquiries from buyers and investors who have a wide range of requirements. Feel free to contact us if you are outside our stated range. We may be able to help you.

Merger, divestiture, and acquisition services
Uncommon representation for the buyer  |  Special services for the seller
Tax-deferred planning  |  Financing MD&A