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The March Group Corporate Brochure - Investment Banking and Consulting Services
The March Group Corporate Brochure - Investment Banking and Consulting Services
Maximizing Value
Helping Business Owners
Expand their Options
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With a robust network of buyer relationships throughout the world, The March
Group provides their clients with unparalleled contacts developed over a 20
year span of successful operations.
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“We’re delighted with the performance of The March Group. We needed their help in
order to properly prepare the business for sale, find the best acquirer, negotiate the
transaction, and close it. As we discovered, selling a business takes a great deal of
expertise, experience and, perhaps most of all, perseverance... Our intermediary never,
ever gave up... We couldn’t have done it without them. They got us what we wanted
for our business and now we’re retired!!... and, their affiliated tax attorney was able to
reduce our tax obligations by a total in excess of $400,000.”
Dedication
to the Middle-Market
Business Owner
The hardest part of running a business
may be selling it
Selling your business for maximum value requires a different set of
skills and perspective than running it. Day-to-day decisions ultimately
determine your business’ sale value. Implementing an exit strategy
today will help you realize maximum value when the time is right
to sell. When that time comes, The March Group’s expertise ensures
you successfully navigate the selling process. Our commitment to
maximizing value allows you to focus on running your business and
still keep your growth plans on track.
“Certainly, no sale of a business is easy. There were at least three times when the
transaction seemed to have irretrievably collapsed. Each time, The March Group exerted
its patience, expertise, and persistence in bringing it back to life. I believe that it most
certainly would not have closed but for the tremendous efforts of The March Group...
you certainly earned your fee... You know how to get the job done, not to mention
your ability to maximize the dollar return.”
A glimpse into The March Group’s client files illustrates our firm’s
determination and ability to get the job done:
Case Studies
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Case Studies
Marina Resort
Sold after tremendous interest resulted in a silent auction, this multi-faceted company garnered
more than $1 million above the valuation. More than 20 confidentiality agreements were
submitted for this company, which had assets and activities comprised of boat sales, rentals,
a restaurant, an RV lot, and a game room.
E-Commerce B2B 3
This business-to-business vertical web portal for the aerospace and aviation industry gained access
to a $15 billion public company through The March Group. The public company has invested
$4 million in a preferred stock position.
Maximizing Value:
The March Group’s
Cornerstone Approach
We begin all client services with The March Group Cornerstone
Approach, a thorough, systemized process for exploring selling
a company that engages clients in communication and deci-
sion making throughout each stage – from conducting a
confidential financial analysis of a company to marketing the
company to strategic buyers to conducting due diligence.
Ultimately, it is our goal to secure the best after-tax value for
a company.
“We have used The March Group’s services for three acquisition transactions, and in
each one, they maintained a laser-focus on closing the transaction. They followed
through on the issues with professionalism and kept the negotiations focused on
completion. We are very pleased with The March Group’s sense of responsibility to
us as clients, both before and after closing. One of the companies we purchased
developed post-transactional issues with the former owners. The March Group came
back at no cost to us and negotiated a resolution that worked for all parties. That’s
why we’ll continue to use their services.”
— CEO of a National Environmental Laboratory
2. Decision Point — During this step, The March Group works with
you to review the evaluation and carefully consider your personal
needs and desires. We will discuss answers to the following ques-
tions: What types of buyers are best for your business? What are your
options regarding deal structuring? And, what tax strategies should
be explored before moving forward?
Presale Planning
Distribute
Profiles
5
Requests for
Marketing Confidential
Business
Average = 1 year Review
(from decision point)
Review
Preliminary
Offers
Closing
Negotiating/
Deal
Definitive Due Final Letter Structuring
Closing/SOLD Purchase Diligence of Intent
Agreement
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4. Develop Buyer Prospects — The best buyer is the one who can
meet your goals. This makes it essential that your motivation for
selling is clear before you begin the process. Your motivation will
influence the price, terms, and conditions of the sale. Our experience
has revealed three types of buyers: Financial, Strategic and
Synergistic. Regardless of the buyer’s agenda, we ensure the final
deal satisfies yours.
“The March Group hit a home run for us. Not only did they arrange the funding for
our venture, they also found us a strategic partner for our new business. I highly
recommend [The March Group] for their quick response and innovative solutions to
complex business issues and challenging funding requirements.”
Presale Planning
Distribute
Profiles
7
Requests for
Marketing Confidential
Business
Average = 1 year Review
(from decision point)
Review
Preliminary
Offers
Closing
Negotiating/
Deal
Definitive Due Final Letter Structuring
Closing/SOLD Purchase Diligence of Intent
Agreement
7. Negotiating / Deal Structuring — Once the value perceptions are unmasked, negotiating a mutually-acceptable
purchase agreement is the next step. Deals can be structured many ways, and tax planning is crucial in every
option. Whether you want to remain involved or sell outright, careful structuring removes obstacles to your goals
and eliminates “deal-breakers” and planning issues that can haunt your post-sale years.
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Closing
“It rained last night, it had a different sound, I slept like a baby! I think it will take a
while to get used to my new life, the one without a huge debt load, I have not read
the newspaper this week, I’m not sure if crude oil is up or down, but my pulse rate has
dropped 10 points......... Thanks again for your help, even the easy stuff becomes very
hard during the process, much more so than I thought. Without a doubt, without The
March Group, I would have never got the deal done!!!”
Presale Planning
Distribute
Profiles
Requests for
Marketing Confidential
Business
Average = 1 year Review
(from decision point)
Review
Preliminary
Offers
Closing
Negotiating/
Deal
Definitive Due Final Letter Structuring
Closing/SOLD Purchase Diligence of Intent
Agreement
46936_Corp.r1 9/18/08 10:12 AM Page 12
Atlanta
Chicago
Coral Springs
Dallas
London
Nashville
New York
Newport Beach
Seattle
Singapore
St. Croix
Toronto
Vienna