Whether your objective is to create corporate growth by acquisition, or maximize shareholder value with a detailed exit/succession plan, when you work with the professionals at Battelle Capital Advisors, you can be assured of innovative, productive and highly ethical service in a discreet and confidential manner.
While Battelle Capital Advisors represents clients in complex financial transactions, we take the complexity out of the dealings for you with our professional services tailored to meet your goals.
Our core services include the following:
Seller Representation – Our professionals represent client companies and owners in the divestiture of operating companies, subsidiaries, divisions, and product lines. Services include valuations, preparation of offering memorandums, development and implementation of marketing plans, and effective negotiations.
Buyer Representation – We assist acquisition clients and individual investors by conducting searches, identifying and screening prospects, providing analysis, coordinating site visits, and handling negotiations. Our proactive approach, utilizing extensive databases and proven communication techniques, attracts prospective sellers that may not be actively for sale -- prospects which most often represent the better opportunities.
Corporate Financing & Capital Formation - Our professionals can facilitate a variety of financial transactions, including debt restructuring, leveraged buyouts, mezzanine debt, and private placements. We cultivate and maintain relationships with numerous sources of institutional and private capital in order to assure our clients have access to the financing and capital.
Exit/Succession Planning - We assist business owners in setting their exit/succession objectives and developing a roadmap to leave the company on their terms and on their schedule. Let our Certified Exit/Succession Planning professionals ensure that you leave your company with the full economic benefit you deserve.
Battelle Capital Advisors can provide expertise in each of the following essential functions:
Valuations - Establishing an accurate and supportable valuation is an integral part of most financial transactions.
Value-Based Strategic Planning – Developing and implementing strategic alternatives based on their potential to increase value.
Due Diligence - Validating financial data and verifying pertinent records are prerequisites to a successful transaction.
Business Integration Services – Integrating two businesses, two management teams, two cultures and two infrastructures, through:
- Tax Planning & Compliance
- Accounting Systems Design & Development
- Business Systems, and Network Support
- Human Resources Management, Employee Relations, and Organizational Development
At Battelle Capital Advisors, the relationship comes before the transaction. Most companies don’t recognize the need for a business advisor until a potential transaction is imminent. Unfortunately, at that time, you may have to place your trust in someone you don’t know very well. We develop a relationship with you before walking you through a critical transaction.
Whether your objective is to enhance shareholder value by divesting of a business interest, creating corporate growth by acquisition, or planning for your exit/succession from your business, Battelle Capital Advisors’ experienced professionals are dedicated to helping you develop and implement an effective plan.
For additional information about Battelle Capital Advisors, please contact Jim Sachs, President, Frank Sanders, Senior Vice President or Jack Lohbeck, Director - Business Consulting.
