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Capital’s M&A Advisors provide over 40 years of experience and training to best prepare your business for acquisition and a seamless sales transaction.
In the Mergers & Acquisitions arena, we focus on companies with revenues ranging from $5 million to $200 million, and with earnings of $500,000 and above.
Meet Capital’s Team of M&A Advisors
Roberta Caputo
Roberta is the Founder & Managing Director of Capital Business Solutions, and serves as the President of the South Florida Chapter of the Business Brokers of Florida (BBF). She is a Certified Business Intermediary (CBI), Certified Business Broker (CBB) and Certified Senior Business Analyst (CSBA), as well as a member of the Association of Professional Merger and Acquisition Advisors (APMAA) and Certified Machinery and Equipment Appraisers (CMEA). Recipient of the Deal Maker of the Year for the state of Florida, and 13 time recipient of the prestigious Million-Dollar Plus Award from the BBF.
Patrick Gagliardi
Patrick is a Certified Business Broker and Chief Operating Officer of Capital Business Solutions. More than twenty years of experience as a sales associate and investor in the Florida real estate market, with extensive experience at the mergers & acquisitions level. Patrick has successfully facilitated over 100 transactions between buyers and sellers of FedEx routes in the past 10 year, earning him the designation of “Industry Route Expert” by Business Brokerage Press. Patrick has been awarded “The Million Dollar Plus Award” for each year 2011 through 2020, and is a recipient of the “Deal Maker Award” for his high achievements. Valuation specialist for the firm.
Dale Shepherd
Dale has worked in the corporate world for over thirty years as President, Vice President Finance, CFO, COO, Managing Director, Turnaround, and Business Consultant, among many other roles over a business and consulting career. Dale has significant experience in start-ups, business planning, acquisitions and turnaround situations worldwide. Certified Business Intermediary (CBI) and Certified Franchise Broker. He has led and played a key role in many acquisitions that have ranged in price from $7 (yes, seven dollars for a $250 million revenue company) to $2.3 billion. Dale is a U.S. Air Force veteran who served nearly eight years during the Vietnam War era.
Josias Senior
For over forty years, Josias was a business owner with a multinational presence, and experienced firsthand what it means to sell a business. A member of the BBF, IBBA and American Business Brokers Association (ABBA), Josias has worked on the buy and sell-side of deals of various sizes, from the lower hundred thousand to multimillion-dollar M&A deals. Recipient of the BBF “Outstanding Sales in Business Brokerage” (Million Dollar Plus Award) and “Deal Maker Award” for being among the top 3% of business brokers in Florida in completed business sales. Josias is bilingual, fluently speaking both English and Spanish, and has worked with many international buyers and sellers.Looking to sell your business? Get in contact with our M&A advisors, here!
WHAT CAPITAL BUSINESS SOLUTIONS’ M&A ADVISORY SERVICES CAN DO FOR YOU
Capital Business Solutions maintains a database of over 5,000 national and international equity groups. This population is complemented by the many corporate buyers who maintain constant contact with our Mergers & Acquisitions division.
Capital’s senior staff of M&A advisors is well-versed in the skill of confidentiality, preparation of offering memorandums and all of the necessary processes and protocols to optimally complete the transaction.
Each of our advisors maintains a strategic alliance of professionals who are experienced in mergers & acquisitions, including CPAs, tax experts, transaction attorneys, and financial planners, to assist in every aspect of the transaction. If needed, these professionals can help structure the sale to incur the least amount of tax liability possible, as well as help in many other areas!
Contact Capital Business Solutions today to speak with a member of our team. We can be reached at (800) 690-8993, +1-954-596-8060 or via email at [email protected]
OUR TEAM APPROACH – THE DIFFERENTIATING FACTOR
Capital Business Solutions M&A Advisory Services uses a team approach, where our M&A intermediaries and advisors bring varied skills and experiences to each transaction. Usually a team for a transaction will have (1) a Direct Contact, (2) an Executive Contact and (3) an Analyst who is familiar with your transaction.
ABOUT MERGERS & ACQUISITION INVESTORS
Mergers & Acquisition investors generally fall into one of three categories:
- Corporate Buyers
- Private Equity Firms
- High Net Worth Individuals
All three groups of M&A investors have raised or possess the necessary funds for the sole purpose of investing in privately held businesses such as yours.
Additionally, their resources allow them access to high power borrowing options, often unavailable to the general public. These options afford them the opportunity to acquire “platform” companies that fit their investment strategies. These companies can either be add-on acquisitions for their portfolio or independent companies that compliment their long term investment goals.
Capital’s advisors will work hand-in-hand with tax professionals in order to properly structure an acquisition so that the requirements of the individual participants are fulfilled. An investor may choose to purchase 100% of the company’s assets or stock, a leveraged buy-out, or in many cases, allow the seller to keep a percentage of the stock and remain in a top management position for an agreed upon timeframe. This last scenario allows for a pre-determined seller exit strategy, enables the seller to receive a large up front percentage of cash from the sale of the business while taking advantage of the future growth potential the new investor provides, and ensures both a smooth and profitable transition!
Multitudes of motivating factors are evaluated when an investor contemplates an acquisition. In addition to reviewing an acquisition’s historical portrait, future earnings potential, opportunity to capture greater market share, synergy this new acquisition may provide to entities already under its corporate umbrella and ability to provide a healthy return on investment are a smattering of the many factors considered in a detailed business analysis.
Return On Investment (ROI) may be judged by different extenuating factors i.e.:
- Cost of funds to purchase the business
- Degree of risk involved in the transaction
- Need the acquisition will fill
- Future expectations of profit
- How a particular business measures up to other companies in its industry
WHAT DOES AN M&A ADVISOR DO FOR YOU?
FIRST STEP – BUSINESS EVALUATION
- What is the Investment / Valuation Range?
- How can we increase the Value?
- How can we increase the Value Multiplier?
- What potential problems are there with the Sale?
- How is the business’s future looking?
- How do we best market the business?
WE PREPARE A WRITTEN INFORMATION MEMORANDUM!
WITH A PROPERLY PREPARED MEMORANDUM, THE BUSINESS OPPORTUNITY CAN BE ACCURATELY AND WELL-PRESENTED TO INTERESTED PARTIES
SECOND STEP – PRESENTING THE OPPORTUNITY
- Marketing Process initiated and Managed
- Buyers Prequalified to Seller’s Requirements
- Non-Disclosure Agreements are Signed and Received
- Proof of Financial Capability is Obtained
- Confidentiality is Protected
- Due Diligence Information Prepared with Seller, Access Managed
- Letters of Intent Received and Reviewed
- Coordination with Seller’s Legal Team
- Create a Checklist for each step
REPORTING TO THE SELLER AND BUYER EVERY STEP OF THE WAY!
FINAL STEP – SECURING THE DEAL
- Negotiation Strategies
- Financing Alternatives
- Coordination with Seller’s Advisors
- Identify Roadblocks early and Fix them
- Management of the Checklist
- Facilitate the Process
- Formal Agreement
- Closing
WE ARE AVAILABLE 24/7 FOR OUR BUYERS AND SELLERS. NO WAITING AROUND FOR SOMEONE TO CALL YOU BACK, TOMORROW OR NEXT WEEK.
CAPITAL BUSINESS SOLUTIONS TEAM OF MERGERS & ACQUISITIONS EXPERTS PROVIDES THE HIGHEST LEVELS OF SERVICE, EXPERIENCE, CONFIDENTIALITY AND PROFESSIONALISM.