At Applied Economics, providing professional services means more than crunching numbers, it means providing accessible, understanding, and experienced professionals. In fact, our financial expertise is often why our firm is chosen, but it is our commitment to client service and building lasting relationships with our clients and their advisors that differentiates us from other firms. Applied Economics provides or manages a range of financial advisory services in connection with mergers and acquisitions, including:
Sell Side Advisory – Business owners interested in selling a minority position, majority position, or the entire company can use our services to maximize sale price and minimize business disruption. We allow owners to run the business while we compile detailed buyer due diligence, prepare a comprehensive marketing document, identify optimal strategic and financial buyers, screen and contact interested buyers, negotiate term sheets, and assist attorneys through document prep and closing.
Buy Side Advisory – We will serve as your in-house business development professional by identifying and evaluating possible acquisition targets, performing valuations, advising on potential deal structures, contacting and screening potential targets, negotiating with sellers, working with deal attorneys and assisting the company through closing.
Dividend Recap – A recapitalization or restructuring allows a business owner to “take some chips off the table” without diluting ownership, by borrowing against the company and paying a special dividend to the shareholders. Our professionals will advise on matters such as the amount and type of debt, deal structure, lender identification, RFP design, proposal review, terms negotiation, and closing document review.
Capital Raise – Our team will assist companies in the arduous process of raising capital – either equity or debt – in the most efficient manner and on the most optimal terms. Over two decades, our professionals have developed hundreds of contacts across multiple industries, and can find the right investor or lender for your company, and negotiate the best value and rates. We will run the process start to finish, leaving you to run your business.
Transaction Opinions – Applied Economics has experience in providing executives and boards with fairness opinions, solvency opinions and business valuation opinions that satisfy the strictest definitions of fiduciary duty. Most transaction opinions are needed in the final stages of a deal, when time is of the essence. Our team can process these opinions quickly and efficiently under the most difficult circumstances and compressed timelines.
Strategic Options Assessment – Our professionals will provide an assessment of your company’s strategic options as they relate to growth (both organic and via acquisition), and operations (vertical integration, divestitures of non-core assets, etc.). Sometimes a careful analysis will reveal the optimal strategy to be the status quo! We also analyze methods by which to finance corporate growth (equity raise, debt issuance, cash flow, or asset monetization) and which method is most efficient in balancing risk. Our thorough review of your company, the market, and the full range of available options provides a powerful decision making tool for owners and managers.
As a result of taking on only select engagements, we typically focus on two to four transactions a year. This allows us to devote our full attention and significant time and resources to seeking the best buyer, as well as negotiating the best value on each deal. We have adequate resources to handle nearly any sell-side advisory engagement in the privately-held company market. 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.