Mergers and Acquisitions (M&A) Consultancy Practice

Whether your motive is to successfully exit a business you’ve owned for decades, expand your product line and cross selling opportunities, reduce tax liability, overcome competitive disadvantages, or complete a vertical integration, our value-added M&A advisory services can help you maximize financial performance.

CTPD Management Consultants Securities provides high level corporate M&A strategy and due diligence services for acquisitions, mergers, business sales and divestitures. We advise clients throughout the transaction, from start to finish.

Upon completion of a merger or acquisition, CTPD Management Consultants Securities can ensure success by providing post-merger or post-acquisition integration consulting to alleviate any inefficiency in the process.

CTPD Management Consultants Securities provides the following M&A services.

• Sales of Private Companies: We provide sell-side advisory services for owners of private companies seeking to sell at maximum valuation.
• Acquisitions and Buyouts: We provide buy-side advisory services, including identifying target companies and mediating and negotiating acquisition and buyouts.
• Divestitures: We assist companies with the divestitures of business units, divisions, and subsidiaries.
• M&A Strategy: We work closely with management to develop top level corporate strategies for acquisitions, mergers, business sales and divestitures.
• M&A Due Diligence: We provide merger & acquisition due diligence services to fully investigate the target company’s financial statements and other relevant information to determine the appropriate valuation for a sale or acquisition.
• Post Merger and Acquisition Integration: We provide post-merger and post-acquisition integration consulting to improve the performance of the new business entity.

Sales of Private Companies

CTPD Management Consultants specializes in providing sell-side advisory services for emerging and middle market companies valued at greater than $2 million and less than $30 million.

At CTPD Management Consultants, we are passionate about entrepreneurship. We have started, built, and sold businesses ourselves. We take pride in helping our clients sell their businesses at maximum valuation in order to reap the significant financial rewards of successful entrepreneurship.

Our unique approach leverages the firm’s research, strategy, and deal execution capabilities to provide unparalleled sell-side advisory services. Our customized methodology ensures that clients receive maximum value for their company, a focused and efficient sales process, and an optimal transaction arrangement.

CTPD Management Consultants’ sell-side advisory process consists of the following components:

Discovery

• Interview company management to fully understand objectives
• Perform extensive due diligence of the business, its products and services, target markets and future growth opportunities
• Complete a valuation of the business

Documentation

• Develop a high quality offering memorandum that highlights the strategic and synergistic benefits that the company provides to potential buyers
• Prepare marketing materials for distribution to potential buyers

Execution

• Research and analyze a target group of buyers through our proprietary informational databases
• Initiate contact with buyers, and work to negotiate and close the sale with the clients’ objectives in mind

Acquisitions and Buyouts

CTPD Management Consultants provides buy-side advisory services for emerging and middle market companies seeking to execute a corporate growth strategy through acquisitions, leveraged buyouts, and management buyouts.

Our acquisition and buyout practice leverages CTPD Management Consultants’ considerable research, strategy, and deal execution capabilities to provide unparalleled buy-side advisory services.

We work closely with clients to formulate a customized acquisition or buyout plan that reflects clients’ specific situation, preferences, and objectives. We invest considerable time and energy identify and assessing opportunities, initiating contact with targets, and negotiating transactions.

Our customized methodology ensures that clients experience a focused and efficient process and achieve an optimal transaction arrangement.

CTPD Management Consultants’ buy-side advisory process consists of the following components:

• Strategy
• Interview company management (and/or investors) to fully understand objectives
• Develop a comprehensive strategic acquisition plan
• Research and Analysis
• Research acquisition candidates and perform thorough and extensive due diligence
• Prepare various valuation analyses, including synergy valuation, net present value (NPV), adjusted present value (APV) and discounted cash flow (DCF) valuation
• Execution
• Initiate, negotiate, structure and close the acquisition, including creative and intelligent arrangement of acquisition financing.

Divestitures of Subsidiaries and Divisions

CTPD Management Consultants provides divestiture advisory services for emerging and middle market companies.

We work side by side with companies who are looking to grow financially by selling off a business unit, division, or by removing assets to focus resources on opportunities that are better poised for growth.

Our customized methodology ensures that clients experience a focused and efficient process and achieve an optimal transaction arrangement.

To ensure that the divestiture does not threaten the seller and the divested entity, we provide a detailed separation plan across every aspect of the process, which is carefully monitored and adjusted as the execution unfolds. This separation plan requires collaboration between the seller and its other remaining businesses, the divested unit itself, and, in most cases, the buyer.

CTPD Management Consultants’ divestiture advisory process consists of the following components:

Discovery

• Interview company management to fully understand objectives
• Perform extensive due diligence of the divestiture, its products and services, target markets and future growth opportunities
• Complete a valuation of the subsidiary, business unit, or division

Documentation

• Develop a strategic selling memorandum that highlights the divestiture opportunity
• Prepare additional marketing materials for distribution to potential buyers.

Execution

• Research, analyze, and target potential buyers within the industry sector and determine the synergistic value
• Initiate contact with buyers, negotiate terms, and finalize a sale arrangement that satisfies or exceeds the clients’ objectives

Merger and Acquisition Strategy

CTPD Management Consultants specializes in developing merger and acquisition strategies for emerging and middle market companies valued between $2 million and $30 million.

Our unique approach to M&A strategy integrates CTPD Management Consultants’ research, strategy consulting, and investment banking capabilities to develop a merger or acquisition plan that will successfully achieve growth and/or liquidity for your company.

The key to a successful merger and acquisition strategy is to have keen sense of the landscape in which your company competes. We leverage our research and strategy capabilities to analyze your industry and competitive landscape and to identify opportunities for attractive business sales, acquisitions, mergers, buy-outs and divestitures.

Throughout the process, we work closely with company management to understand your business objectives. We synthesize our research findings to develop a strategic plan outlining the merger and acquisition strategy in line with your objectives.

Our process for developing an M&A strategy includes the following steps:

Management Interviews

• Meet and speak with company management to understand and articulate objectives

Research and Strategy

• Perform primary and secondary research to analyze industry, market and competition
• Utilize proprietary research databases and perform additional research to identify attractive acquisition targets or potential buyers

Recommendations

• Develop a comprehensive M&A plan with milestones, timelines, and frequency and size of deals

Merger and Acquisition Due Diligence

CTPD Management Consultants provides comprehensive due diligence services for the purpose of reviewing and investigating merger and acquisition opportunities.

Our M&A due diligence practice leverages the firm’s research, strategy consulting, and investment banking capabilities to accurately assess the risks and benefits of a proposed acquisition or acquisition.

For acquisitions, we provide an extensive review of acquisition candidates to ensure that a purchase would pose no unnecessary risks to the acquiring company’s shareholders. We also provide due diligence of the acquirer to ensure that relinquishing control will not bring unforeseen risks to the company’s owners, management team and employees.

Additionally, we provide a full mutual review between two companies in preparation for a merger. This includes a comprehensive analysis of the target company’s financial statements including income statements, balance sheets and cash flows.

We also assess other relevant areas of concern such as legal arrangements, management team and organizational structure, information technology, corporate environment and the current market position of the company in order to determine a valuation for the company’s assets for acquisition.

Our due diligence process not only adds value to the transaction but fully assesses the valuation price and identifies financial risks. Our process critically analyzes all aspects of the target or acquirer that may have a significant impact on the value of the deal.

Post-Merger-and-Acquisition Integration Consulting

CTPD Management Consultants offers full service M&A advisory and financings to initiate, negotiate and complete transactions.

We leverage our combined research, strategy, and investment banking capabilities to provide unparalleled post-merger and post-acquisition integration consulting services.

We assess and analyze every aspect of the combined businesses and create a detailed strategic operational integration plan and schedule of milestones to ensure that success is achieved, growth is realized, and potential integration pitfalls are avoided.

As part of our on-going engagement, CTPD Management Consultants provides project management consulting, monitoring, and support. In this process, we establish a reporting process to identify and resolve any additional integration issues that may arise.

CTPD Management Consultants’ integration consulting services includes the following steps:

Management Interviews

• Meet and speak with company management to understand and articulate objectives

Research and Strategy

• Analyze target market and market trends for new entity’s products and services
• Reassess business model, marketing plan, and financial plan to reflect new entity
• Develop full strategic integration plan with a definitive milestones in line with management’s objectives.

Implementation

• Provide ongoing management consulting to ensure management achieves milestones set forth in strategic integration plan
• Oversee integration of customer relationship management (CRM) databases and other information technology.