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Mergers & Acquisitions (M & A)

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Mergers & Acquisitions: Does My Business Qualify?

  • Your company has earnings greater than one million dollars. When businesses grow this large, industry players target them for acquisition.
  • Your business is too large for an individual buyer to purchase or finance by conventional means. Once your company is worth multi-millions, a single individual likely will not purchase it (most multi-millionaires prefer not to work).
  • Your company is in an industry that is currently being "rolled up". In some industries, strategic buyers that want to consolidate the marketplace will purchase even small businesses.
  • Your business is experiencing incredible growth. If your company is running out of capital because of rapid growth, it may become a merger and acquisition target.
  • You want to grow your company—and perhaps retain some equity. If this sounds like you, we recommend taking advantage of Transworld Houston's M & A expertise.

Not sure whether you qualify? Connect with an M & A advisor today to learn more.

How We Approach M & A Transactions


Transworld employs a unique, multi-step, multifaceted approach to mergers and acquisitions. Each phase revolves around your success: from exploratory findings to final negotiations, our brokers are there to answer questions, identify challenges, and offer solutions that protect your best interests. Learn more about the steps in our process below or contact our brokers for in-depth information.

Understand Your Goals

Why Mergers & Acquisitions?

  • Your company is growing, and you need capital... Or you need the expertise to take it futher.
  • You want to retire and there are no family successors... Or there are family successors, and they need capital and/or experience.
  • You have been approached by your competition to sell your business... Or an industry consolidation is happening.
  • The marketplace is changing and you don't want to invest to keep up... Or you're tired and ready to do something else with your life.

Review Your Options

Consider Every Situation

  • Determine whether it's time to sell.
  • Identify whether buyers are present.
  • Decide whether your sale is strategic or financial.
  • Determine whether you can raise capital.
  • Discover whether you'll have to stay on (and if so, how long).
  • Consider brokerage fees and retain an experienced brokerage.

Conduct Valuation

How much is Your Company Worth?

  • Determine whether you should pay for a valuation.
  • Identify any multiples that apply to your business.
  • Research methods or rules of thumb used in your industry.
  • Consider any assets and weigh them carefully.
  • Determine whether to apply gross sales and any tax implications.

Create A Strategic Plan

How Transworld Prepares Your Business for Market

  • Approach the best buyers.
  • Ask for the best possible price.
  • Create completion for the deal.
  • Keep your information confidential. 
  • Prepare effective marketing packages.

Network & Market the Sale

Team Up with Our Advisors

  • Find buyers. Assess financials. Open market.
  • Create competition to get you the best price.
  • Qualify buyers and review their qualifications.

Meet With Prospective Buyers

Let Transworld Houston Guide You

  • Meet with only the best buyers.
  • Coaching for conference calls and face-to-face meetings.
  • Gain limited (but important) information about interested parties.

Solicit & Review Offers

Decide on the Best Buyer Available

  • Identify the best buyer.
  • Determine whether they will use cash, notes, earnouts, stock, or escrow.
  • Identify any senior debt, mezzanine, or secondaries.
  • Debate no-shops and/or non-solicitation agreements.

Negotiate the Sale

Have an Expert on Your Side

  • Determine what should be in the LOI.
  • Create definitive agreement drawing timeline.
  • Continue adhering to due diligence best practices.
  • Determine who pays the attorneys and/or CPAs.
  • Decide whether an audit is necessary.

Perform Due Diligence

We Keep You in the Game

  • Indentify necessary information and perform due diligence.
  • Fight to protect your business and hold ground as the deal progresses.
  • Defend your interests if the buyer asks you to cut out the intermediary, your attorney, or CPA.

Close The Deal

Celebrate Your Win

  • Review and negotiate definitive agreements.
  • Follow up with financing sources.
  • Arrange real estate sales or lease transfers.
  • Notify key employees at the appropriate time.
  • Help arrange wire transfers.
  • Make reservations for the celebratory dinner. (And maybe even pick up the tab!)
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