Catalina offers M&A expertise and insight in the areas of greatest interest to middle-market investors. We target the best financial investors and strategic buyers around the world whose participation drives value for sellers.
We advise on all elements of a transaction from engagement to closing, whether you’re a seller or exploring an acquisition. We offer the following services:
Optimizing value as you sell your business requires far more than simply finding a buyer. The leaders of Vesticor have a long track record of bringing quality opportunities to the market. We make sure we know you and your objectives, your management team, your company and your industry. From start to finish, we aim to:
Develop a strategy and prepare your business for sale
Perform in-depth due diligence
Determine valuation and recommend an offering price
Produce effective offering literature and marketing materials
Minimize distractions so you can focus on running your business
Work with potential buyers to address any due diligence issues
Negotiate the best value, contract terms, management agreements and more
Get to a timely and successful transaction close
Acquisitions are driving the growth strategies of many small and mid-sized companies. Our expertise in structuring and negotiating transactions can lead to a successful acquisition under the most favorable terms for our clients. Often, such transactions are part of a broader strategic advisory plan we craft in consultation with our clients and their management teams to leverage our industry insights and relationships. Vesticor can:
Evaluate an opportunity
Identify and strategically assess target companies
Determine correct value and optimal structure
Initiate contact when appropriate
Support a successful due diligence process
Lead negotiations through final contract signing
We also can access debt and equity capital when new funding is needed to finance the acquisition
Our expertise in the lower middle market, knowledge of the financial sponsor landscape and commitment to upfront due diligence can make us an ideal partner for a smoothly-executed corporate divestiture. Vesticor can:
Target financial sponsors with relevant platforms
Access international and domestic corporate acquirers
Focus on maximizing value
Minimize distractions to the business and team
Position the new entity in the best light
Vesticor works with management teams, sponsors and financing sources to structure and close management buyouts. Management teams rely on us as a trusted advisor to negotiate:
Deals with equity value that will accrue over the long term
Appropriate equity ownership
Incentive plans
Management contracts
Change-of-control provisions if relevant
Other key capital provisions
Thoroughly review the opportunity
Ensure the opportunity receives the attention of quality capital providers
Target equity and debt providers most likely to be supportive of a management team
Access the most motivated financial sponsors that are the best fit for your team
Let's Discuss How Catalina Capital Partners Can Help Your Business