FMV Capital Markets

	The FMV M&A Process
	Business Value: The Need to Know
	Transition Planning
	Mistakes: Avoiding the "Top 5"
	Experience

FMV is a leader in providing investment banking services specific to mergers, acquisitions and divestitures (M&A) to closely held middle-market enterprises as well as publicly traded companies. The combination of expertise, knowledge and experience of our professionals is substantial and has been developed through successfully executing hundreds of assignments on behalf of clients across a broad range of industries and industry segments.

Client Objectives

We are dedicated to providing the highest level of service, professional judgment, customized work and personal attention to every client, with the objectives of the client – both personal and financial – as the foundation of each relationship.

Middle-Market Focus

We know the middle market. For almost two decades, it has been our singular focus. We understand the unique needs of smaller transactions and the demands of larger and more complex engagements that can offer a broader range of liquidity options, but require a greater level of experience and expertise.

Our knowledge of the marketplace is continuously updated. We carefully monitor industry trends, M&A market cycles and the constantly changing motivations and preferences of potential acquirers and investors. Therefore, we are well prepared to provide guidance to our clients on how and why these factors may impact their objectives, present new opportunities, or change perspective in regard to available options. With relevant information, our clients are empowered to make informed decisions and implement liquidity strategies that are aligned with their personal and financial objectives.

Strategic Liquidity Alternatives

In working with business owners who are contemplating a transition, private equity groups interested in sell-side transactions, or corporations planning the divestiture of a subsidiary or division, FMV assists clients in assessing viable options and exploring appropriate liquidity alternatives such as:

• an outright or partial sale
• a merger
• a management buyout
• a recapitalization
• a sale to existing shareholders
• an Employee Stock Ownership Plan (ESOP)

FMV professionals also provide insight and offer strategies that present solutions to issues such as: When might be the right time for a sale or transition that would maximize final proceeds? Should all or part of the company be sold? Is the company ready for transition, or would ownership be served better by building value for a future sale? Is recapitalization a viable option? What is the most tax-advantaged strategy? Most importantly, which strategy will achieve the best results in terms of meeting the personal goals and financial objectives of ownership.

The FMV Competitive Advantage

We recognize that the sale or transition of a company is, typically, the largest single financial event for the owner and, for most, this important liquidity event will occur only once. The FMV M&A Process is designed to proactively manage complexities, reduce inherent risks, surface opportunities … and maximize final proceeds. Key benefits of this process include:

• A focus on the objectives of ownership, supported by the knowledge and experience to present transaction alternatives well aligned with those objectives.
• A thorough valuation assessment of each client company, considering market conditions, industry trends and acquirer activity.
• A customized marketing strategy designed to raise the visibility of the company among the most suitable acquirers or investors – both domestic and international.
• M&A professionals with decades of experience in executing transactions involving diverse enterprises in a broad range of industries. 
• Meticulous documentation that positions the business to advantage in the marketplace and establishes its value – from the perspective of an acquirer or investor.
• Seasoned professionals who anticipate issues, are proactive and know what needs to be done at every stage of the process to maintain momentum and protect the interests of each client.
• Access to potential buyers and investors – private equity groups, public companies and large private corporations – and the experience to communicate with these groups at their level.
• Proprietary in-house resources for market and industry research, marketing, and buyer identification.
• Assignment of a dedicated team of M&A experts to each client for the duration of the transaction.
• A commitment to achieve results on behalf of each client and a passion to succeed.