DEVELOPMENT, LC represents buyers and sellers in effecting sales, acquisitions
and recapitalizations of closely held companies. Our acquisition search clients include dozens
of private equity investment firms and strategic buyers who seek opportunities
to acquire companies outright or to make minority or majority investments in a
wide variety of operating companies including manufacturers, distributors and
service and information technology providers.
CONFIDENTIALITY Confidentiality is crucial in all transactions involving closely held
companies. Business owners need to prevent disclosure of pending transactions
to employees, customers, suppliers or competitors. We carefully observe
procedures designed to keep all aspects of transactions pursued on behalf of
our clients strictly confidential, even the identity of parties involved in
Our market making services include: - identifying
and evaluating sellers, buyers, investors and opportunities; - analyzing
enterprise values and making pricing recommendations; - preparing
marketing documents; - helping
negotiate, structure and finance transactions; - serving
as a creative mediator in developing mutually beneficial agreements.
SUCCESSION PLANNING Privately-held
companies need comprehensive long-range and short-range emergency plans for
ownership and management succession to assure continuity and on-going viability
of their business enterprises.
We serve clients who are investors or buyers, by identifying and evaluating
acquisition candidates. We are matchmakers who discreetly approach targeted
businesses and initiate and facilitate the acquisition process.
Recapitalization transactions consist of new capital infusions by investors who
wish to become passive "partners" with entrepreneurs and their
management teams. These investors have no interest in participating in
management except as members of boards of directors. Their objectives are to
support entrepreneurs and management teams in "win-win" arrangements
in which all the parties benefit by helping one another.
Objectives business owners achieve through Recapitalizations are: - attracting
capital to fund growth opportunities generated internally or by acquisitions; - producing
liquidity for themselves and their families; - securing
financial partners who will be sources for future capital infusions.
Best of all, they
achieve these objectives while retaining control of their businesses.
Company owners request our opinion of their companies' market values for many
easons, not all of which are related to sales. Estate planning, insurance
issues, dispute resolutions and taxation matters all may require an expert
valuation. We specialize in determining intangible "going concern"
values of operating companies of all kinds.
MAKING THE RIGHT DEAL
Making the right deal is a matter of pursuing the greatest possible number of
sources and opportunities. In addition to our own substantial database, NELSON
EQUITY DEVELOPMENT, LC works with a large network of capital sources and other
M&A consulting firms. This network provides us access to hundreds of owners
and buyers of middle market manufacturing, distribution and service businesses
with values in the range of $1 million to $250 million.
is our area of special expertise. We provide consulting services to management
teams which do not need full-time corporate finance specialists of their own.
We also help entrepreneurs who are planning, establishing and managing new
companies. From time to time, any business may need assistance in developing
business plans and financial forecasts.
We work with lenders, creditors and investors to restructure existing financial
arrangements or to attract new debt or equity capital. Our services also
include effecting turnarounds and enhancing profitability for companies which
are troubled or are simply not realizing their full potential.
Developing a financial forecasting model is a key to effective management. Such
models facilitate the creation of budgets and forecasts for comprehensive
business plans. In addition, they prove invaluable in measuring and predicting
the effects of various decisions or eventualities on operations and financial
condition. Models answer questions such as "how much working capital will
be needed to double our sales?"
We cooperate with other consultants with other areas of expertise and can,
therefore, be the source for general and other specialty consulting services.