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.
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.
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.