COMPANY OVERVIEW
Get to Know Horizon M&A
Our M&A firm has a wealth of experience and a proven track record of success in managing and closing hundreds of sell- side transactions. Our team of advisors comes from diverse backgrounds, including entrepreneurship, corporate management, engineering, strategic planning, accounting. and finance.
With such a breadth of knowledge and expertise, we offer our clients a unique perspective on the M&A landscape, allowing us to tailor our approach to their specific needs. We take a hands-on approach to every project, working collaboratively to provide our clients with the best possible representation and service.
PROCESS OVERVIEW
M&A Process for Sellers
We offer comprehensive and innovative solutions to business owners seeking to sell or to grow by acquisition. We specialize in guiding our clients through the complexities of mergers and acquisitions, providing them with tailored advice, and identifying strategic opportunities to maximize their value.
With years of experience, a deep understanding of the market, and a commitment to excellence, we are the partner you can trust to achieve your business goals. Our team of experts is dedicated to delivering personalized service, professionalism, and results-driven outcomes that exceed our clients’ expectations.
9
Step Process to build a customized selling strategy.
Benchmark Opinion of Value
Preparing Your Business for Sale
Team Building
Offering Memorandum
Marketing Your Business
Buyer Screening & Confidentiality
Marketing-2 Phases
Conducting Due Diligence
Legal & Closing
FOR BUYERS
For Professional Acquirers
Our process is designed to serve acquirers in private equity firms, public companies, large private companies, family offices, and search funds. We provide resources to expedite your evaluation and acquisition of each business.
Professional Confidential Information Memorandum
3-Statement Financial Model with historical financials, ratios, and projections
Virtual Data Room (VDR) well-populated prior to signing letter of intent
Schedule of weekly meetings to organize the due diligence & legal processes and meet deadlines
Paralegal on staff to manage the VDR and assist with schedules for purchase agreement
INDUSTRIES WE SERVE
Our advisors are experienced in a wide range of industries
Manufacturing
Production to obtain high quality & economically
Distribution
Production to obtain high quality & economically
Service
Production to obtain high quality & economically
Skilled Trade Contractors
Production to obtain high quality & economically
Precision Metal Manufacturing
Production to obtain high quality & economically
Solar EPC Contractors
Production to obtain high quality & economically
CASE STUDIES
Witness how we've unlocked value for clients across diverse industries.
Explore a curated selection of case studies showcasing our strategic approach ,from deal orgination to seamless integration.
- All Posts
- Blog
Selling your business is a major milestone in your life. The selling process can be daunting, but with the right…
Why is it important to keep the sale of your business confidential? There are risks in disclosing the sale at…
Acquiring or merging with another business can have several strategic benefits, such as reducing competition, expanding your company’s assets, creating…
CLIENT TESTIMONIALS
"We engaged Greg Carpenter to represent us for the sale of Nova Microwave. Read More
BILL SEKHON , CEO, NOVA MICROWAVE
"When we chose Greg Carpenter to represent us for the sale of our franchised chain of modeling and acting schools, we realized that it would be a challenging project. Read More
PHIL BARRY, PRESIDENT, JOHN ROBERTS POWERS SCHOOLS
"I recently led an investment group that purchased a business where Mike served as the seller's M&A advisor. Read More
FOUNDING PARTNER, PRIVATE EQUITY FIRM "We engaged Greg Carpenter to represent us for the sale of Nova Microwave. Read More
BILL SEKHON , CEO, NOVA MICROWAVE "When we chose Greg Carpenter to represent us for the sale of our franchised chain of modeling and acting schools, we realized that it would be a challenging project. Read More
PHIL BARRY, PRESIDENT, JOHN ROBERTS POWERS SCHOOLS
"I recently led an investment group that purchased a business where Mike served as the seller's M&A advisor. Read More
FOUNDING PARTNER, PRIVATE EQUITY FIRM