CRI M&A Advisors

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Join Paul B. Evans and Brandon Maddox on the latest episode of SellAbility as they explore the intricacies of due diligence in mergers and acquisitions. In this episode, they discuss the crucial steps involved in verifying and investigating all the critical details of a potential deal, with a focus on confirming factual and financial information.  Listen now: https://lnkd.in/e5pKC2Md #CRICapitalAdvisors #DueDiligence #MergersAndAcquisitions #BusinessInsights #InvestmentBanking #FinancialServices #RiskManagement #Finance #BusinessStrategy

Three trillion dollars of committed capital is waiting to be deployed by acquirers.* Would you be interested in the number of active acquirers in your industry? CRI Capital Advisors can get you that count and, if the time is right, place you in front of them confidentially. Contact: Paul Evans 334-328-0988 or paul@criadv.com *Source - Bain & Co, July 2023

Business owners often want to know about preliminary discussions with potential buyers. Here are several common questions investors typically posed during an initial meeting: (These assume the owner is unrepresented and a confidential memorandum has not been developed and signed for.) **Business Operations:** 1. What constitutes your customer/payor mix? 2. How are internal decisions made? 3. Describe the process for formulating and executing business strategies, as well as analyzing outcomes for enhancement. 4. Elaborate on your research and development procedures (if applicable). 5. Could you introduce your team, delineating their roles, contributions, and the investments made in them, while discussing team dynamics? 6. If you were to step away tomorrow, what repercussions would it have on the business? 7. Could you outline your relationship with suppliers? **Business Risks:** 1. How do your competitors react to your presence in the market? 2. Is there any seasonal or predictable fluctuation in demand for your products/services? 3. Are there any ongoing litigations, claims, or lawsuits? If so, could you provide details? 4. How did your company navigate through the challenges posed by Covid-19? 5. What was your company's performance during the period of 2007-2010? **Motivation for Selling:** 1. What are your main objectives for this transaction? (e.g., maximizing price, retaining ownership, etc.) 2. What are your primary goals in securing a financing partner? (e.g., preserving the company's legacy, safeguarding employees, maximizing price) 3. What potential losses do you foresee if this transaction doesn't materialize? **The Transaction Process:** 1. What is your timeline for finalizing a deal? 2. Are you open to equity rollover? 3. Do you intend to remain involved with the company post-transaction? 4. Have you engaged in talks with other investors or buyers? Anticipate extensive questions—ranging from 300 to 400—during the due diligence phase, particularly from seasoned acquirers for companies with an EBITDA of $5 million or more. If you have questions about these questions or anything related to an M&A process, please email info@criadv.com with “QA” in the subject line.

Timing the market when it comes to selling a business is almost impossible, however… If you’ve had 3-5 growth years it might be a good time to consider a sell. Why? Because one off year can reset the clock. Continue reading here: https://lnkd.in/ewqtxdfq

What needs to be on your mind as you prepare to sell your business? https://lnkd.in/d_zzEWN8

Carr, Riggs & Ingram (CRI) and CRI Capital Advisors invite business leaders to a pivotal webinar on enhancing their company's market value, crucial for those considering strategic shifts or exits. https://lnkd.in/esaZrtbt This event will feature a panel of industry leaders, including Marc Berry, Paul B. Evans, Brandon Maddox, and Joel Sikes, who will explore the market assessment process and share insights on accurately measuring and increasing company value. ⁠ ⁠ The webinar will address the fundamentals of professional valuation and the key factors influencing market value, aiming to provide business owners and executives with the knowledge to adeptly enhance their company's market positioning.⁠

Looking forward to seeing so many friends at ACG South next week!

What are the current multiples in your industry? Contact CRI Capital Advisors to find out! Pau Evans: paul@criadv.com or criadv.com/multiple

Pitchbook reports: "US PE dealmaking finished the year similar to how it started: still struggling to find a bottom. Q4 2023 deal value declined 22.6% YoY, although deal count appears to be firming. For the full year, deal value declined by 29.5% to $645.3 billion, its lowest point since 2017 outside of the pandemic-induced lockdown of 2020. Deal count also declined by 7.3% to 8,115, inclusive of growth equity deals, add-on acquisitions, and platform buyouts." The forecast for 2024 is positive. If you are considering the value of your company in the market, now would be a good time for a conversation. Website: https://criadv.com Email: paul@criadv.com