Business Sale / Exit

Shareholder Transitions, Liquidity & Divestitures

How do you get the best deal for yourself and your shareholders ….AND at the same time take care of your committed employees, partners, customers and stakeholders?  Maybe you have been approached to sell your company (or a part of it) and you want to optimize the value for you and your team?

At some time in the life of all private businesses, as owners, we must think about how our company fits into our investments.  For many of us, this ownership represents our biggest investment financially, biggest investment in mindshare and greatest investment of time.

In today’s market, there are numerous alternatives to transition out of your business or create financial liquidity. Below we have assembled information and resources to help you think about succession planning, the sale of your company and other options.  Our goal is to share some of our experiences and process in helping you achieve your objectives.

Transition

 

The Transition Accelerator® is our proven service for developing and implementing Exit & Liquidity alternatives. The section below titled “Approach” provides details on selling your company.

  • What We Do
  • Approach
  • Client Results
  • Testimonials
  • Insights

In today’s economic environment, to successfully sell or recapitalize your business, owners of emerging growth and middle-market companies need more than bankers, brokers or consultants to get the value they want from their business. Being strategically and operationally prepared can make the difference between a successful company sale and not getting a deal done at all.

High Rock Partners has the unique mix of experience, talent, skills and tools to help you determine the real exit alternatives and do it the right way. Our team is led by a senior executive that can view your business from both sides of the table: as an operator (because we’ve been there growing and selling our own companies) and from the capital markets perspective. …then roll-up our sleeves to support your team in proactively preparing and executing on your plans.

Example Deal Types

  • Sale to a strategic buyer (domestic or cross-border)
  • Sale to a private equity group
  • Generational transition / sale
  • Management buyout
  • Buyout a partner / minority shareholder
  • Recapitalization
  • Merger
  • Divestiture

One difference between our firm and traditional brokers & bankers – our principals have been in your shoes …we have owned, operated and sold multiple businesses AND we have advised and led preparation and liquidity events for our clients. We can do this for you.

 

The graph below illustrates (at a very high level) the big steps in the process of selling all or part of a business. We couple this with our strategy tools to form the Transition Accelerator® framework. Using the base approach, we tailor the steps for each client assignment based on the specific goals and desired outcomes.

transition process

Embedded in the steps below are key steps to:

  • Clarify objectives, and explore exit and liquidity alternatives
  • Determine the likely range of values of the company in a transaction
  • Provide recommended areas for improvement or preparation to increase value and the likelihood of close
  • Provide a strategy to meet objectives

Exits

has been acquired by

The undersigned provided strategic and financial advisory services to CE Rental in connection with the sale to Dubin Clark & Company, Inc.

HIGH ROCK PARTNERS, INC.

CE Rental

Exits

TCT Logo

completed a

Management Buyout

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The undersigned provided strategic and financial advisory services to The Contents Team and its principals in connection with the sale to management

HIGH ROCK PARTNERS, INC.

The Contents Team

Exits

sparkkles logo

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has been acquired by

a Private Operator

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The undersigned provided strategic and financial advisory services to Sparkkles and its principals in connection with the sale and ownership transition

HIGH ROCK PARTNERS, INC.

Sparkkles

Exits

peg logo sm

has been acquired by

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The undersigned provided strategic and financial advisory services to Prime Energy Group and its principals in connection with the sale to Installed Building Products, Inc. (NYSE: IBP)

HIGH ROCK PARTNERS, INC.

Prime Energy Group

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Mount Olive Pickle Company

"As a privately held company, Mount Olive periodically has requests to assist in providing liquidity for our shareholders.  High Rock Partners assisted our financial management team in identifying and evaluating share purchase strategies.  Kenneth and Buddy combined their broad business experience with a flexible, tailored approach that allowed our team to achieve its objectives through a cost effective engagement."

Bill Bryan, Executive Chairman, Mount Olive Pickle Company, Inc.

Strategy Exits Financing

SciMetrika

"Kenneth Marks is a professional and reliable font of knowledge when it comes to all things M&A.  I have had the pleasure of working with him to help diligence a transaction and found him to be a great resource to augment an in-house Corporate Development function.  He has literally written the book on M&A Finance and is a go-to-guy for solid M&A guidance.  I look forward to working with him again in the future."

Susan Acker-Walsh, COO (former)

Exits Acquisitions

Emergency Technologies, Inc.

"We originally hired High Rock Partners to validate our growth strategy and to make suggestions in positioning the company for an exit or recapitalization. They helped us think through and evaluate our options, and then rolled-up their sleeves to support us in executing on the big-picture initiatives and changes. Kenneth was in effect an extension of my executive team and a de facto board member; we found he and his team to be trusted and reliable advisors in growing ETI."

Kyle Breischaft, CEO and Shareholder, Emergency Technologies, Inc.

Strategy Exits

United Engineering Group Inc.

"High Rock Partners was instrumental in helping United Engineering Group structure a deal to sell our 63 year old company. When United approached High Rock Partners, we had an interested buyer, but needed a partner to help us with the complexities inherent in structuring a deal that would satisfy a multifaceted group of owners with diverse interest. We also had a very tight time frame and needed to go from offer to closing in a matter of less than 3 months, a schedule driven by concerns of the negative tax consequences of the then impending “fiscal cliff” which would have severely impeded the deal moving forward had we not been able to close in 2012. Ken Marks’ skills and experience in structuring mergers and acquisitions became very apparent as he worked very effectively with our buyer, accountants, and lawyers to increase the value of the deal by maximizing the value of our assets and minimizing the tax consequences. This created a deal that was able to gain the support of our stock holders, stake holders and of our buyer. Ken’s expertise, his dedication, availability nights and weekends helped us achieve our goals. Ken became not only a valued consultant, but a friend whose values and integrity provided a reliable compass for the many decisions that I had to make as Chairman of our company."

Roger Woods, Chairman, United Engineering Group Inc.

Exits
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Practical Exits

Article from the AICPA's Corporate Finance Insider - Taking the practical exit

Exits

Doing the Deal on Your Terms

Article from the AICPA's Corporate Finance Insider  - Doing the Deal on Your Terms

Strategy Exits

Earn-outs – Expert Guide M&A June 2013

Earn-out: Friend or Foe.  How to structure earn-outs to maximize the value of deals. An article published in the Corporate Livewire Expert Guide on M&A in June 2013. Expert Guide - Mergers & Acquisitions 2013 - Earnouts

Exits Acquisitions

The Fundamentals of Successful Exits & Acquisitions

Exits and Acquisitions

Exits Acquisitions

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Contact Us

High Rock Partners, Inc.
8601 Six Forks Rd
Suite 400
Raleigh, NC 27615
919-256-8152

Our Mission

....to be the go-to advisors for M&A projects and strategic problem solving for the shareholders of emerging growth and middle-market companies

© 2017 High Rock Partners, Inc.