Our Insights
M&A: Confidentiality and Communication Issues in a Sell-Side Transaction
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. cares about its sell-side clients and its constituents, near and far. We work closely with clients to develop and execute the best possible communication strategy within the broader sell-side process.
M&A: Identifying Potential Buyers in a Sell-Side Transaction
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. is expert at knowing how to develop the ideal target investor list and then, importantly, accessing them in the best possible way.
M&A: Sellers Will Need a Marketing “Book” and “Teaser”
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: An average reader of a pitch deck spends between two and three minutes reviewing it, then either abandons it or follows up on it. As a company wanting to sell, that is your brief opportunity with most potential buyers. Traversi & Co. is expert at the fine art of preparing highly effective sell-side marketing materials that maximize your chances with prospective buyers.
M&A: Prepare a Data Room
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: handled incorrectly, the due diligence process can overwhelm a transaction. Traversi & Co. is expert at meeting the needs of the transaction without overwhelming its clients.
M&A: Prepare a Financial Presentation
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. guides its sell-side clients to the optimal financial presentation - accurate, insightful, not too much, not too little, and nothing confusing.
M&A: Prepare Solid Books and Records
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. guides its clients to preparing books and records that will enhance, not detract, from their enterprise value.
M&A: What Type of Buyer Is Your Target?
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Targeting the correct set of buyer is critical in executing a successful company sale. For its sell-side clients, Traversi & Co. is expert at identifying and qualifying the best possible pool of potential buyers - strategic or financial - and then accessing them with the ideal message.
M&A: The Role of Growth in Valuing a Private Company
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. are, first and foremost, growth experts. How to achieve and how to capitalize on this most precious of conditions.
M&A: Comparable Company Valuation Method
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. - with decades of experience valuing companies across industry - is expert at identifying and applying the comparable company principle to the benefit of its clients.
M&A: Recurring Revenue Multiple Valuation Method
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. knows the industries - Software-as-a-Service being a leading example - in which companies are valued on a multiple of recurring revenues.
Sell-Side M&A Advice: The Elusive EBITDA Multiple in Private Company Valuations
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co. knows what drives high multiples.
Multiple of EBITDA: The Most Common Private Company Valuation Approach
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Although it sounds simple - multiply the seller's EBITDA by a multiple to arrive at the sale price - calculating those two variables can be complex and complicated. Traversi & Co. is expert at guiding our sell-side clients to their best valuation results.
Sell-Side M&A Advice: Are Companies Sold for Only Asset Value?
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Companies are often sold for only their asset value, but Traversi & Co. can advise on whether this a seller's only option for a sale.
Sell-Side M&A Advice: The Role of Public Company Valuations in Private Deals
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: At Traversi & Co., we normally advise our private sell-side clients to not be overly attached to the valuations of public companies.
Sell-Side M&A Advice: The Market Sets Value
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Traversi & Co is an expert at managing a sale process to maximize price and terms for its clients.
Sell-Side M&A Advice: What Is Your Company Worth?
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Contrary to the hopes of many potential sellers and the practices of many potential advisors, no one can precisely assess what a successful buyer is willing to pay for a company. Traversi & Co. is expert at providing sell-side clients a realistic range of expectations and then executing a sale process to maximize the price.
Sell-Side M&A Advice: Are You Ready to Sell?
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: At Traversi & Co., we don't push anyone into a sale. We engage with our clients in thoughtful, comprehensive consideration of whether they are ready to sell.
M&A: In a Sale Transaction, Buyer May Demand Seller Finance Part of the Purchase
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: The buyer may demand seller-financing, but should the seller provide this and, if so, how should that be structured? Clients rely on Traversi & Co. for guidance in navigating the complications and complexities of seller-financing.
M&A: In a Sale Transaction, Watch Out for Consulting Arrangements
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Consulting agreements in a sale transaction sound innocuous, but often have material economic and practical consequences. Traversi & Co. is expert at guiding clients through the often complicated and complex world of post-transaction relationships.
M&A: In a Sale Transaction, an Earn-Out May Reduce Seller’s Proceeds
Advice from the Best Growth and Sell-Side M&A Advisory Firm Serving the Lower Middle Market: Earn-outs, provisions in a sale transaction that make some of the purchase price contingent upon performance of the company after the sale, are complicated, complex, and fraught with risk to a seller. An experienced advisor like Traversi & Co. helps its clients achieve the best results.