Mergers & Acquisitions

MERGERS & ACQUISITIONS SUPPORT

Proper structure is crucial in buying or selling a business. Our experienced advisors help clients determine sale price, select the appropriate sales strategy, identify prospective buyers/sellers, negotiate transaction terms and structure, and conduct due diligence to ensure that clients make the decisions that support their best financial interests.

Strategic Planning

Our team combines detailed knowledge of the business climate with client objectives to create a strategic plan that meets company goals. An outright sale is not always the only course of action, and we determine the best strategy for clients. Our professionals then execute the selected process and keep all objectives on track. Demonstrating resourcefulness and integrity from transaction through transition, Grassi maintains an active role in each phase, which reduces disruption to clients' businesses. Sometimes a strategic plan can lead to mergers & acquisitions, for example.

Seller Representation

Industry teams provide sell-side and exit strategy services by developing and executing strategies that maximize returns on multiple levels. Our personal attention, contacts, expertise and resources help value, package, market and facilitate successful transactions in many industries. The Grassi team brings symmetry between our clients and the buying communities to address all interests. Our professionals have expertise in all aspects of relationship management and transactional business flow.

Bringing in Buyers

Our team maintains extensive connections with pre-qualified buyers. By developing independent relationships with these buyers, we understand their respective reasons for acquisition. This knowledge facilitates a mutually beneficial pairing of the right buyer for our clients. Addressing the objectives of all involved parties ensures a successful alliance. Most transactions unravel during the due diligence phase, when the buyer examines the seller's records for accurate representation. Capital Markets Group, LLC mediates this process to achieve a tangible understanding between all parties.

Growing from Transaction through Transition

The process doesn't stop with a successful pairing of buyer and seller.  Grassi also manages the complex transition process. With the initial plan in mind, our team negotiates beneficial terms based on our clients' long-term goals. We detail transfer plans and provide tax strategies, financing arrangements and non-compete provisions. During this time, the Grassi team focuses on the factors identified by clients as important to their business.

Due Diligence for Buyers

In cases where we represent a buyer, our trained professionals assess a business and the financial aspects of a transaction to provide corporate executives, financial institution officers and lawyers with relevant and important financial information. The documentation and suggestions Grassi provides allow clients to make strategic decisions with confidence.

Tax Structuring

All businesses face direct taxes on their operations. We design and implement effective structures and strategies to minimize the tax burden. Our experts uncover opportunities within the different tax structures and help clients select the most efficient strategies. Our thorough understanding of tax laws, court rulings and relevant industry issues allow us to structure their companies in the most beneficial way.