Mergers & Acquisitions

At Broadleaf Capital we prepare companies for full or partial liquidity, assist with the selection of an investment banking partner, then we act as a company aligned itermediary between the investment bank and the shareholders to insure an efficient process and optimal outcomes.

Mergers and Acquisitions (Near-Term):

• Goals and objectives setting in preparation for a company sale.
• Analysis of financials and the execution of any needed curative measures prior to taking the company to market.
• Selecting an investment bank. This starts with developing selection criteria, interviewing candidates and collaborating with shareholders to make a selection.
• Developing goals and timelines for managing the sale process with the selected investment bank.
• Managing both investment bank performance and shareholder expectations through the sale process.
• Insuring that all potential structures and forms of liquidity are considered fully.
• Assisting with the identification of potential buyers and associated meetings.
• Careful review and negotiation of LOIs and Purchase Agreements.
• Layering in all of the ancillary issues around a transaction ranging from timely tax planning and estate planning to operating agreements and employment contracts post sale.
• Optimizing the company’s chances for a fruitful, confidential and pleasant transaction process.

Mergers and Acquisitions (Preparation 12-24 months in advance):

• Initial broad analysis of current company valuation followed by identification of value drivers and potential increases in future value and marketability.
• Specific analysis of financials including direct labor costs, G&A costs, B&P process and costs, win rates, backlog, A/R and A/P aging, DSO, contract vehicles, prime verse sub, types of contracts, provisional rates verses actual rates, the list is long and varied.
• Broadleaf is often asked to search for and hire an appropriate CFO for our client companies. Consequently, we have an excellent understanding of the current market and relationships with many qualified CFOs.
• An important component of preparing a company for sale involves general clean up. Typical issues range from bad debt or aged receivables and payables to pending litigation and HR issues. 
• Sometimes, the preferred solution is internal to the company.  Broadleaf is adept at realigning partners, owners and key employees. We have successfully created synthetic equity for key employees, executed MBOs and transacted partner buyouts.