Marsh Creek M&A Advisors is a firm helping privately-held business owners successfully transition ownership. Take a look at our suite of services to learn more about our approach, process, and more.
Making sure you trust our expertise and feel confident in our team is the first step on the path to a successful sale. To that end, we offer complimentary business valuations and partner with businesses that have an annual revenue between $5-150 million. Interested in finding an experienced team to guide you through this next chapter? Reach out for a free valuation today.
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The Marsh Creek team has considerable experience in the M&A process. As a former CFO ourselves, the Marsh Creek team has years of expert experience sourcing the very best buyers and completing due diligence for your business.
To ensure you are well represented in all aspects, we’ll put together a customized team of financial advisors, Marsh Creek team members, M&A attorneys, tax professionals, and more.
Our affiliation with the Bristol Group allows us to deliver expertise tailored to your needs, all while delivering a local, hands-on, executive-level service.
No matter your industry or location, we understand that selling your business can be a complex and stressful experience, and we strive to make the process as seamless and straightforward as possible.
We believe that giving you hands-on control of the selling process is beneficial. We begin by preparing you for a valuation and putting you in touch with a group of financial advisors so you know your company's value. This team will include a Marsh Creek team member, M&A attorneys, tax professionals, and financial advisors.
Then, we'll prepare you for sale. We do this by creating a marketing document for your business, also known as a CIM. This document allows you to show buyers exactly what they need to know about the business and clearly outlines the investment opportunity. The Marsh Creek Team will then craft a strategic list of buyers before reaching out. This allows you to control the process and power of your exit, which will maximize both the value and the terms of your deal.
Our sale process is created with you in mind, to ensure maximum value and a smooth transition. We will be your trusted partners, providing expertise, honest advice, and working to ensure competitive offers and thorough due diligence.
In this initial phase, we’ll work closely with you to understand your business and objectives, as well as your desired outcomes for the sale. The Marsh Creek team prides itself on a consultative approach throughout the discovery process. We will also complete a comprehensive review of your operating conditions, management team, corporate strategy, differentiators, and growth prospects.
Next, we conduct a thorough analysis of your financials, market trends, and other relevant factors to determine a true market valuation for your business. To ensure you are well represented in all aspects, we’ll put together a customized team of financial advisors, Marsh Creek team members, M&A attorneys, tax professionals, and more. We’ll also consult with you on clear and achievable improvement strategies to maximize valuation.
Based on the valuation and other key factors, we’ll help you assess your options for the sale, including potential buyers, deal structures, and timing considerations.
Once the assessment is complete, we’ll work with you on setting expectations for the sales process, including timelines, anticipated challenges, and potential outcomes.
Using our extensive network of potential buyers and investors through the Bristol Group, we’ll develop a targeted marketing strategy to attract the right buyers and generate interest in your business.
To attract potential buyers and generate interest in your business, the Marsh Creek team will create a marketing package, also known as a CIM, that provides essential information. This package will address basic questions that potential buyers may have and include all material facts uncovered during the valuation phase, such as value drivers, risk factors, and synergies. A well-crafted CIM will have a considerable impact on the sale price of your business.
Armed with your CIM, the Marsh Creek team is able to aggressively go after buyers through an outreach campaign. The Marsh Creek team is comprised of former CFO's, making us experts at sourcing the very best buyers and completing due diligence for your business.
When offers come in from our strategic list of buyers, we’ll help you evaluate each one carefully, taking into account both financial and non-financial factors, to determine the best path forward.
Once a preferred offer has been selected, we’ll guide you through the due diligence process, providing expert support to ensure all necessary information is gathered and evaluated. This includes providing board and investor materials, scheduling weekly management calls, and maintaining streamlined communication across all parties involved.
Finally, we’ll work with you to finalize the deal, providing support throughout the legal and financial aspects of the transaction to ensure a smooth and successful close.
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Led by former CFO John Marsh, the Marsh Creek team is proud to take you through the journey of selling your business. We understand the hard work and dedication you've put into making your company successful, so we make it our mission to ensure each step of the sale process is handled with the utmost care and expertise. With the help of the Bristol Group, a network of highly experienced professionals in operations and M&A, we are privileged to assist you in selling your business with trust and peace of mind.
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