Mergers and Acquisitions

Serving South Florida including Miami, Fort Lauderdale and Palm Beach

“In the Mergers and Acquisitions arena, we focus on companies with revenues ranging from $5 million to $200 million –

…. with earnings of $500,000 and above.”

Mergers & Acquisitions – investors will usually be in one of three categories:

• Corporate Buyers
• Private Equity Firms
• High Net Worth Individuals

Any of the three categories above could obtain the funds necessary to acquire a privately held businesses like yours. Also, their greater resources enable them to consider more business loan options, often available only to power players. This gives them the ability to acquire “platform companies” that more closely suit their growth plan. These companies can either be “add-on acquisitions” for their portfolio or “independent companies” that augment long term investment goals.

Every acquisition is uniquely designed to suit the needs of the individual parties. An investor may choose to purchase all of a company’s assets or stock, a “leverage buy-out”, or even permit the seller to keep a percentage of the stock and stay on in upper level management – for a specified timeframe.

The above situation allows for a pre-planned exit strategy, enables the seller to receive a large cash payout (from the sale), while retaining the future growth potential the buyer can provide. This ensures a stress-free and lucrative transition!

A potential investor must weigh a ton of crucial factors before considering an acquisition. In addition to reviewing the performance history of a potential purchase, potential for future earnings and potential to assume greater share of the market. The collective energy the new acquisition may give to other companies already acquired, and ability to generate an attractive “return on investment” (ROI) are only a small part of what is considered in a “detailed business analysis”.

Return On Investment (ROI) may be calculated via various criteria, such as:

• Cost of funds to purchase the business
• Degree of risk involved in the transaction
• Need the acquisition will fill
• Future expectations of profit
• How the business being considered compares to similar businesses in its industry

What Denis Berger Can Do For You

Denis Berger maintains a database of over 5,100 national and international equity groups. This vast resource is augmented even further by corporate buyers who follow our M & A Division’s offerings on a continuing basis.

Denis’ team provides over forty years of training and experience necessary to prepare your business for acquisition and a seamless sales transaction. Denis’ senior staff of M&A professionals is well schooled in the art of confidentiality, preparing offering memorandums and all of the transactions, necessary processes and protocols to complete a mergers and acquisitions type transaction.

Allow Denis’ strategic alliance of professionals, which include CPAs, tax experts, transaction attorneys, and financial planners, to assist in every aspect of the transaction. This can include everything from structuring your company for maximum profit from its sale and creating “offering memorandums” for professional mergers and acquisitions investors, to structuring the sale to incur the lowest possible tax on the sale.

Mergers and Acquisitions / Miami – Palm Beach – Ft Lauderdale