It's Not Just The Price, But The Deal Structure
At The Bonadio Group, we understand that running a business is a full-time job, so we offer our clients comprehensive sell-side investment banking services. Our team assists middle-market companies, typically with annual EBITDA between $2M and $10M, to sell their business at the highest possible price. We use a disciplined sell-side investment banking process that ensures the maximum value for your business and helps you exit confidently. By partnering with Bonadio, you can rest assured that our team will provide the support and guidance you need to achieve your goals and maximize your business’s deal structure and value.
Who We Serve
- Middle-Market, For-Profit Business Owners
- $10-100M in Annual Revenues
- Geography & Industry Agnostic
$900M In Deals
The Bonadio Investment Banking team helps business owners understand how potential buyers will view their business before deciding to go to market. Our expertise is evidenced by the number of deals we have successfully closed. We have helped clients with transactions worth over $900 million in M&A.
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Learn How to Maximize the Selling Price of Your Business
Our guide, “A Business Owner’s Guide to Middle-Market M&A,” is a practical resource that provides insights on how to maximize your business’s selling price. It is specifically designed to introduce business owners to middle-market mergers and acquisitions (M&A) and help them understand the basics of long-term exit planning. Whether you are in the early stages of considering selling your business or have already begun the process, this guide will equip you with the basics.
Bonadio's Proven Six-Step Process
Bonadio’s six-step M&A process minimizes disruption, maintains confidentiality, and maximizes after-tax proceeds for our clients, ensuring they get the most out of their business.
#1 Assessment
- Determine goals and objectives/review alternatives
- Preliminary market research and benchmarking
- Estimate preliminary valuation range
- Discuss due diligence readiness
#2 Planning & Preparation
- Engage advisors and assemble the team
- Internal due diligence to identify (and correct) potential issues
- Determine potential buyers and marketing strategy
- Prepare information memorandum (and related documents)
#3 Marketing
- Initiate contact with potential buyers
- Communicate bidding process
- Distribute offering materials
- Coordinate (preliminary) information requests
#4 Deal Making
- Receive offers
- Establish precise deal terms
- Analyze and negotiate simultaneously
- Select winning offer
#5 Due Dilligence
- Coordinate due diligence
– Financial
– Operational - Address issues and negotiate deal impact
#6 Transaction Documents & Closing
- Negotiate definitive agreements (addressing issues that arise)
- Coordinate satisfaction of deal contingencies
- Close
- Post-closing true-ups
Investment Banking Resource Page
Visit our Investment Banking Resource page for a comprehensive compilation of Investment Banking and Transaction Advisory articles.
Buyer Criteria Form
Completing our buyer criteria form will enable us to tailor our offerings to your specific revenue size, industry, and geographical preferences.
What Our Clients Have to Say
“Bonadio did a fantastic job when it came time to sell my business. They thoroughly explained the process, helped me see my business from a buyer’s perspective, and helped implement changes before going to market. They also made sure I was in the loop and that my goals were being met. They executed flawlessly and I couldn’t be happier.”
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