Sooner or later, in one generation or another, most private companies are sold or recapitalized to accommodate ownership succession. When that time first comes into prospect, Carver Cross advises and assists private companies and their shareholders in the design and execution of an exit strategy. That strategy is customized for each client's situation and its execution may take the form of:
- the sale of 100% of the equity shares or assets
- a change-of-control transaction involving the transfer of less than 100% of the equity shares
- the sale of a minority interest
- the sale of a division or subsidiary
- a recapitalization, often involving raising external capital
Carver Cross is retained to design and manage the complex M & A process, maximize value, and help achieve the seller’s non-financial objectives. The firm brings to bear its extensive experience, research skills, and network of contacts to identify a qualified pool of potential acquirers including U.S. companies, foreign acquirers, and private equity firms.
Advising on the sale of a private company lies at the heart of our experience and expertise. Carver Cross serves not just as your agent, but also as your financial adviser. We assist you in evaluating the salient transaction issues that will affect your financial future, including valuation, capital structure, transaction structure, negotiating strategies and tactics, confidentiality, and more. We act pursuant to a formal mandate from you – the seller – representing solely the interests of your company and its shareholders.
We understand the sensitivity and confidential nature of a private company's information and plans, and we understand that the sale of a private company represents a major milestone in its owners' financial and business lives.
We invite you to contact us in the strictest confidence to discuss your specific needs, issues, and goals, and to learn how we can help.