business transaction.

with CRI advising your

With CRI’s guidance, you can say “namaste” and feel at peace about your business transactions.

Our business transactions group is designed with the following in mind:

  1. Realizing the full value of business transactions requires a comprehensive, balanced understanding of the business(es) involved.
  2. Acquisitions and divestitures impact the operations of both the buyer and seller.

Our professionals lean on many years of experience working through hundreds of business transactions (ranging in deal value from hundreds of thousands of dollars to several billion), strive to assist clients during the transaction process through diligence, and provide suggestions and solutions that will be unique to your deal. We have the ability and flexibility to provide advisory, diligence, succession planning, and project management services specifically geared to your deal – we tailor our services to meet your needs before, during, and after your business transactions. Let CRI assist you in “stretching” your investment to get the most out of it, whether you are buying or selling.

 

Diligence: Electronic Versus Onsite Data Rooms

Straight Talk

Translating technical jargon into a plain English “text.”
We just signed a letter of intent with a company that doesn’t have much of an accounting back office.
PRIVATE EQUITY GROUP DIRECTOR
Congratulations. Is there anything we can help you do?
CRI Partner
We need to have some diligence done quickly. Can you help us?
PRIVATE EQUITY GROUP DIRECTOR
Of course.
CRI Partner
This will be a quick turnaround – and the accounting team could be more organized.
PRIVATE EQUITY GROUP DIRECTOR
We understand that working at the speed of business is important. We also have accounting resources available to help prepare the accounting records. Since data is a critical component of any deal, we’ve made challenging data situations our specialty.
CRI Partner
That’s great to know. What are our next steps?
PRIVATE EQUITY GROUP DIRECTOR
Send us the letter of intent. We’ll be happy to discuss what you think you might need!
CRI Partner
We feel like we are ready to grow our business.
BUSINESS OWNER
How do you plan to grow it: organically or through mergers and acquisitions (M&A)?
CRI Partner
We have identified some merger candidates that we think would be a good fit for our business.
BUSINESS OWNER
Great! We have the ability to help businesses like yours with M&A advisory, due diligence, and other services. Many businesses your size may not be able to keep someone on staff full-time for M&A work. We’re happy to help be part of the team.
CRI Partner
It’s good to know that we don’t have to tackle this initiative ourselves. What do you suggest that we do next?
BUSINESS OWNER
Why don’t we meet and start sketching a plan that covers areas such as your strategy, project management, valuation, negotiations, diligence, and post-acquisition integration?
CRI Partner
Perfect! I’m excited to talk about those next steps.
BUSINESS OWNER

Solutions Simplified

Down-to-earth descriptions of our services.
Due Diligence (Buy and Sell Side)

Buyers want and need to be familiar with their purchases and to gain comfort with the transactions and value propositions. To meet these needs, our buy-side services are designed to assist buyers in their evaluation of the target’s financial performance and to determine how well that financial performance fits into the buyers’ investment thesis.

Sellers want to understand financial results to avoid “retrading” the deal during the transaction. Therefore, we provide experienced diligence professionals to your team prior to marketing the deal, which is invaluable to create a comfort level with the transaction and to maximize deal value. No matter which side of the transaction you are on, our deal teams can help you evaluate and understand the deal.

Merger & Acquisition Advisory

Growth by acquisition can be very profitable – if it’s the right deal at the right price. However, most small to mid-sized companies do not have the resources to keep an in-house transaction professional on staff. CRI’s experienced professionals plug into your team to provide advice in structuring, pricing, and negotiation. You access our valuation, negotiation, structuring, and tax professionals on demand.

Project Management

Whether you’re the target or the buyer, whether your objective is strategic or related to succession, transactions can be disruptive. At CRI, we specialize in providing the integration, interim support, and training to get the accounting back office up-to-speed after a transaction. Whether in a strategic merger of two companies or as a stand-alone financial investment needing back office support, CRI has the ability and the skill set to manage and complete projects while the accounting department continues to handle the daily tasks needed to keep the company functional.

Recapitalizations

Here’s an interesting spot many of our clients find themselves in: They have spent 20 or 30 years building their businesses. They have plenty of years left to work, and they still have plenty of drive, energy, and enthusiasm for their companies. But the overwhelming majority of their personal net worth is tied up in their companies — not to mention that they personally guarantee the company’s debts and fund its continued expansion and growth initiatives.

If this sounds like you, then you may be well-positioned for a recapitalization transaction. A recapitalization normally involves the selling of a majority of your company in order to monetize a portion of your investment in the company and relieve you of personal financial liabilities for the company while you retain ownership and continue to serve in the lead executive role.

Sourcing Capital Growth

Is your company growing fast? Are you concerned about the personal risk involved in funding growth initiatives on your own? Carr, Riggs & Ingram (CRI) Capital Advisors, a portfolio company of CRI, works closely with clients whose companies are in growth mode to find the right partner to financially and operationally support aggressive and effective growth strategies.

Receiving capital from outside sources at an appropriate valuation for your company is certainly a critical element. But beyond the dollars, you need a partner with the business expertise, sales channels, and back office/IT/HR/accounting support that will drive your company forward. If your company has enjoyed substantial growth and is poised for even more rapid acceleration, then CRI Capital Advisors can assist you in refining your growth strategy and finding the right partner to propel your company forward.

Succession Planning & Value

Passing a business to the next generation can be more complex than it seems due to issues such as taxes, arm’s length pricing, and other dynamics. Carr, Riggs & Ingram (CRI) Capital Advisors, a portfolio company of CRI, can help you navigate the succession process, ensure that the successors start on the right foot, and give the current owners the financial freedom and tax efficiencies they desire. Our professionals can help structure your transaction to make it a true win-win.

Contact Our Team