Mergers & Acquisitions Advisory



Mergers & Acquisitions Expertise

Arizona Equity Solutions offers M&A expertise and insight in the areas of greatest interest to middle-market investors. We target the best financial investors and strategic buyers around the world whose participation drives value for sellers.

A trusted M&A advisor at every phase. We advise on all elements of a transaction from engagement to closing, whether you’re a seller or exploring an acquisition. We offer the following services:

Sell Side Advisory:

Quality Opportunities, Successful Transactions

Optimizing value as you sell your business requires far more than simply finding a buyer. Arizona Equity Solutions has a track record of bringing quality opportunities to the market. We make sure we know you and your objectives, your management team, your company and your industry. From start to finish, we aim to:

〉 Develop a strategy and prepare your business for sale

〉 Perform in-depth due diligence

〉 Determine valuation and recommend an offering price

〉 Target the right set of potential buyers

〉 Produce effective offering literature and marketing materials

〉 Minimize distractions so you can focus on running your business

〉 Work with potential buyers to address any due diligence issues

〉 Negotiate the best value, contract terms, management agreements and more

〉 Get to a timely and successful transaction close

Buy Side Advisory:

Successful Acquisitions, Favorable Terms

Acquisitions are driving the growth strategies of many small and mid-sized companies. Our expertise in structuring and negotiating transactions can lead to a successful acquisition under the most favorable terms for our clients. Often, such transactions are part of a broader strategic advisory plan we craft in consultation with our clients and their management teams to leverage our industry insights and relationships. Arizona Equity Solutions can:

〉 Evaluate an opportunity

〉 Identify and strategically assess target companies

〉 Determine correct value and optimal structure

〉 Initiate contact when appropriate

〉 Support a successful due diligence process

〉 Lead negotiations through final contract signing

〉 We also can access debt and equity capital when new funding is needed to finance the acquisition

Divestitures:

Our expertise in the lower middle market, knowledge of the financial sponsor landscape and commitment to upfront due diligence can make us an ideal partner for a smoothly-executed corporate divestiture. Arizona Equity Solutions can:

〉 Target financial sponsors with relevant platforms

〉 Access international and domestic corporate acquirers

〉 Focus on maximizing value

〉 Minimize distractions to the business and team

〉 Position the new entity in the best light

Management Buyouts:

Arizona Equity Solutions works with management teams, sponsors and financing sources to structure and close management buyouts. Management teams rely on us as a trusted advisor to negotiate:

〉 Deals with equity value that will accrue over the long term

〉 Appropriate equity ownership

〉 Incentive plans

〉 Management contracts

〉 Change-of-control provisions if relevant

〉 Other key capital provisions

            In every transaction, we:

〉 Thoroughly review the opportunity

〉 Ensure the opportunity receives the attention of quality capital providers

〉 Target equity and debt providers most likely to be supportive of a management team

〉 Access the most motivated financial sponsors that are the best fit for your team