Investment Banking

Corporate Finance Advisory Services for Companies and Private Equity sponsors Across a Variety of Sectors

Mergers & Acquisitions

We provide high-quality investment banking services for sell-side M&A engagements. We have over 170 completed transactions that include both domestic and international, cross border deals.

Selling your company requires a broad range of abilities including specialized knowledge, a very large time commitment, extensive contacts and industry knowledge, and a proven track record of  negotiating successfully and getting deals done.

Using a banker for this important transaction can generate a very high return on investment by successfully concluding your sale at the highest price and allowing you and your management team to focus on what you do best – successfully running your company.

Agile will help design an optimal sale strategy by carefully assessing client-specific and market factors.

M&A Process

Time Leverage

  • CEO and management focus on the business
  • Communicate the feeling of management’s “time preciousness”

Buyer/Investor Selection and Qualification

  • Knowledge of the investment community and identification of suitable buyers/investors
  • Relationships

Documentation and Analysis

  • Preparation of marketing materials (i.e. cover email, teaser, presentation)
  • Financial Modeling
  • Help company with the analysis buyers/investors will ask for

Marketing and Process Management

  • Manage all facets of the transaction–from screening, negotiation and due-diligence to coordination of legal and accounting teams
  • Control of information flow
  • Creating competitive tension

Valuation and Structuring

  • Optimize the transaction structure; the highest price does not always equate to the best deal

Execution

  • Management of multiple parties
  • Data room management
  • Negotiation of closing documents

Divestitures

In addition to working with standard M&A transactions, Agile Equity negotiates exclusive sales of public and private companies and divestitures of subsidiaries and divisions.

Conducting a thorough due-diligence review of the business, its products, its markets, and its opportunity for growth;

Preparing a selling memorandum of superior quality which highlights the strategic opportunities the candidate presents;

Identifying and contacting a targeted group of industry and financial buyers with the strategic motivation and resources to promptly complete the transaction; and

Negotiating, documenting and closing a sale structured to achieve the client’s objectives.

Restructuring and Special Situations

Our firm completes complex financial restructurings for clients, including the restructuring and refinancing of senior and subordinated debt through negotiated transactions, as well as bankruptcy reorganizations and asset sales.

These restructurings enable client companies to reduce leverage and financing costs, extend maturities, improve liquidity and maximize asset values for all stakeholders.

Capabilities include:

  • Conducting due diligence reviews which realistically assess operating issues and opportunities;
  • Analyzing refinancing, restructuring and sale alternatives based upon Agile Equity’s knowledge of debt and equity market conditions and the M&A marketplace; and
  • Structuring and negotiating the restructuring, refinancing, recapitalization or asset sale of our client through bankruptcy reorganization or on a negotiated basis.

Fairness Opinions & Valuation Services

Encompassing and Evaluation of Position

From analyzing and evaluating our client’s business model and financial position, all the way through presentation of analysis, Agile Equity is involved with every step of the Valuation and Fairness Opinion processes.

This typically includes:

  • Analyzing and evaluating the business, operations, and financial position of the client;
  • Advising the client in analyzing and evaluating the sale or merger offer made by the prospective buyer if applicable;
  • Delivering the opinion on the financial fairness of the per share cash consideration to be received by the client’s stockholders; and
  • Presenting our analysis and opinion to the client’s board of directors.

Interested in exploring your options?

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