Applied Economics Investment Banking division specializes in sell-side advisory transactions of privately-held companies. Typical deal sizes range from $50 to $500 million. We have adequate resources to handle nearly any sell-side advisory engagement in the privately-held company market.
Applied Economics provides or manages a range of financial advisory services in connection with mergers and acquisitions. Our Mergers & Acquisition (M&A) practice has earned a reputation with its record of success across a wide range of industries, and have completed numerous complex transactions.
As a result of taking on only select engagements, we typically close three to four transactions a year. This allows us the ability to devote significant time and resources to seeking the best buyer, as well as negotiating the best value on each deal. No matter the size of the engagement, Applied Economics provides the same level of professionalism that would be expected from larger investment banks in terms of senior level attention and counsel.
Expertise
Our staff includes professionals credentialed in business valuation from major national valuation organizations. Our breadth of knowledge crosses numerous industries as a result of the over 200 business valuations we complete annually.
Process
Applied Economics investment banking process is unique. Clients and their advisors come to understand from the initial meeting with our professionals that we manage our banking engagements differently. As most of our clients will attest, in the biggest transactions of their lives, they want professionals who will do whatever it takes for them to obtain a successful completion of the engagement.
We customize our approach to each engagement, but we apply the same high standards to each. Applied Economics “quarterbacks” the process from start to finish including managing all participants in the process, be they internal, external or the buyer. Deals require constant attention to the smallest details. For example, keeping it quiet both in the market and with the selling company’s employees is key to a successful transaction, and we take great care to ensure that this is the case. We manage this process so that there is little or no disruption to the daily activities with the seller. Applied Economics manages investment banking engagements such that we know everything that is going on with the process at all times, and we do not rest until well after the deal has closed.
Results
At Applied Economics, we perform our job so that you can perform yours. We understand that the most important part of your job is to run your company, which is why we guide the entire process ourselves, working out every detail so that you can concentrate on what is most important.
Reputation
We do what we say we are going to do when we say we are going to do it. In Investment Banking engagements, the little things are what drives the process to a successful completion. We handle the nuances of each engagement to positive conclusions, and devote significant time and resources to handling the basics. Every engagement is different and based on our experience and knowledge; we are equipped to handle all deviations from the norm seamlessly.
Timeliness
Being the investment banker requires our professionals be available to serve our clients nearly round the clock. Once our clients have made the decision to sell their company, most want the engagements to be completed as efficiently as possible. We are available to help with the engagement as well as to be a trusted advisor through what is typically an emotionally charged environment.
Compensation Structure
Our compensation structure is based on success. We charge a modest retainer on the front end of our engagements but subsequent to the retainer, we become partners with our clients in that if we do not close a transaction, we will not get compensated .
