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Company owners and CEO’s may engage in a capital restructuring or exit event only once in a lifetime. These are very major events in the corporate life cycle and require diligent consideration of all alternatives.

Mid-market Alternatives.

As the owner or CEO of a mid-market company pursuing the sale of all or a part of the company or capital raising you need to consider a number of possible solutions.

  1. Selling the company outright. If so, to whom? A competitor? A company in a related industry or different geographical area?
  2. Private Investment Firms. What are the advantages they bring and what are the disadvantages? How do you find the equity group that’s best for you?
  3. Going Public (an IPO). Can an IPO make sense for smaller companies and if so can it be achieved on an economic basis? Can the risks of not immediately being on an exchange be mitigated?
  4. ESOP. Should you reward faithful employees with an Employee Stock Ownership Plan? Are you the right candidate for an ESOP and how can you and the company benefit by forming and funding an ESOP?
  5. Management Buy Outs. How can an MBO be accomplished when your managers are not in a financial position to buy your equity interest?
  6. Turnarounds. What can you do if your company is struggling financially?
  7. Divestitures. Should you divest one of your operations? What can you expect from such a divestiture?
  8. Environmentally impaired assets. How can you mitigate or eliminate the environmental liabilities associated with past or prior operations? Call us for additional information.
Our purpose is to help you keep control and manage your exit or capital raising in the most effective and least disruptive manner. At the top and bottom of this page are links that show:
  • the many options revisited for those who might have become unfamiliar with them over time, those who need a quick brush up, or for those who never knew what they were in the first place; as well as
  • information about law firms, financing sources, and management consultants. It is imperative that you have the right support resources.

Our One Source M&A Contact Plan is intended to enable you to simultaneously contact a variety of sources and get multiple bids and proposals at once for your review.

The Mid-market and Small Business Dichotomy

Why is there a distinction between mid-market and small businesses?

Mid Market companies receive national and even international attention while for the most part small businesses do not (there are some exceptions). The amount of money needed to buy a mid market company, the structuring of the transaction and the level of sophistication needed at the management level are very different. A small business buyer is often an individual within the local area while mid- market buyers are larger corporations and investors located in major financial centers. Buyers are rarely individuals. The mid-market and small businesses are two entirely different creatures and should always be approached differently.

Is your company a mid-market or small business?

As a general matter a small business is one where EBITDA (Earnings before interest, taxation, depreciation and amortization) is less than $750,000. Conversely, a mid-market company will have an EBITDA in excess of $750,000 or annual revenues greater than $10 million. Naturally there are variations, so, depending on the industry, if you’re unsure feel free to contact us ands we’ll point you in the right direction.

Further Direction for Small Businesses.

If you are a small business click here and you will be directed to a discussion about business brokers and how you can find several qualified candidates within your geographical region or industry.