Mergers & Acquisitions

BankofShares M&A
Companies with $5MM – $100MM in revenue with an adjusted EBITDA of $1MM – $20MM.

If you are thinking of selling your business in the next 6 months to 5 years, it helps to prepare your business before going to market. A properly prepared business will be more likely to attract a pool of quality buyers and lead to a higher business value.

With our extensive experience in mergers and acquisitions, and business brokerage, we know the key elements that drive value. Yet, every situation is different. Bankof Shares provides thorough business reviews that identify strengths, weaknesses, and a realistic plan to prepare the business for sale. The plan takes into account the business and owners unique situation and needs.

Business Valuations. Company valuation is the process of determining the economic value of a business or company. It assesses a variety of factors to determine the fair market value in a sale, but there is no one way to verify the worth of a company. <<Read more>>

Industries. Business Services, Construction & Maint., Education, Energy & Utilities, Financials, Food & Beverage, Healthcare, Industrial Goods, Retail Shops, Technology, Textiles & Apparel, Transportation & Logistics, Travel & Leisure.

Our Process

We bring buyers and sellers in a confidential environment and manage negotiations until a deal is agreed on and closing legalities are finalized, while keeping your interests in the forefront whether representing you as a investor or a shareholder. From start to finish, Bankof Shares will professionally and ethically manage the process to ensure your goals are achieved.

1. Learn.
Initial Meeting.
Understand Seller Goals & Objectives.
Review Financials & Develop Valuation Range.
Outline Ideal Buyer Profile.

2. Market.
Execute Listing Agreement.
Begin Proactive Marketing.
Create Marketing Package.
Execute Marketing Plan.

3. Qualify.
Qualify Buyers.
Send Confidential Offering Memorandums.
BAMA/Buyer Calls.
Buyer/Seller Calls.
Onsite Visits.

4. Offer.
Present Offers to Seller.
Negotiate Terms.

5. Due Diligence.
Run Due Diligence Process.
Draw Docs.

6. Closing.
Finalize Transaction.