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WHAT IS SPECIAL ABOUT COMPANIES WITH
ANNUAL REVENUES OF $7 - $120+ MILLION?
They are too large for most individual buyers/investors [who usually pay the lowest
prices] and too small to be easily found by corporate or strategic buyers/investors who usually pay the highest prices.
Small caps {companies with less than $100mm
in revenues} outperform their larger peers overall. All of the past decade's
best performers were small, most with capitalizations less than $100
million.
Whether selling or financing, companies of this size are too sophisticated
to be handled by a simple brokerage transaction.
When arranging company finances, these-sized
companies have usually relied on bank financing and may be unfamiliar
with alternative financing sources and processes.
These companies have unique tax advantages for Sellers, Investors and Buyers.
Whether selling their companies or arranging their company's finances, these companies
need unique expertise that a simple brokerage transaction cannot provide.
These companies need the "inside knowledge," professional expertise, long time
experience, and far reaching relationships of a well known and respected specialist to
help them with their unique financial matters.
WHAT
IS THE PROCESS OF EITHER SELLING MY COMPANY
OR
RESTRUCTURING ITS FINANCES ?
Briefly, after you have made the decision to use
Capital Markets Group, Inc., the process
consists of;
1. Collect data [financial and other]
2. Value your company
3. Review Operations and Finances
4. Prepare a Background Information Document [including financial review,
financial forecasts, operations review, strategic plan summary, market analysis, etc.]
5. Develop Alternative and Equivalent Deal Structures
6. Identify specific and qualified "target" lenders or buyers
7. Obtain concurrence on the Background Document, Deal Structures, and with
whom the deal will be discussed
8. Obtain a Confidentiality Agreement from those to be contacted
9. Contact and present the deal to those identified
10. Conduct preliminary negotiations with those who express an interest
11. Conduct advanced negotiations with those who have a continuing interest
12. Prepare "Points of Agreement" document for incorporation into Definitive
Purchase Agreement or Loan Agreement or Investment Agreement
13. Consult with attorney and tax advisor in their work related to the preparation of
documents for closing,
14. Review closing documents
15. Attend the closing . . .and
16. CONTINUE TO WORK with our client [at no charge] for 6 months after closing.
We have been
retained by some of the largest public companies in the world.
We provide the same services to our smaller privately-held clients
as we do our large
publicly-traded clients.
WILL I LOSE CONTROL IF I TURN THE
PROCESS OVER
TO SOMEONE ELSE?
Not if you have Capital
Markets Group, Inc.
helping you!
We always talk to you before taking
action.
We give you a number of alternatives to choose from and we explain the advantages
and disadvantages of each alternative.
We insist on you making decisions based on full knowledge and information.
Once you decide and give your approval, we move expeditiously and decisively.
We keep you constantly informed.
We review changing situations with you immediately.
We commit only to what you have approved and you can change your approval at
anytime.
WHAT DOES
CAPITAL
MARKETS
GROUP, INC. DO
DURING THIS PROCESS?
All of the above PLUS provide you with an analysis of a potential lender's or buyer's
perspective of your company's strengths and weakness and how, or even if, you should work
with them BEFORE we start contacting the lenders or buyers.
WHAT DO I DO DURING THIS PROCESS?
First and foremost, you continue to devote your time and talent to running your company
and taking care of your customers, suppliers and employees.
In the initial stages [steps 1-8 above], we will need to meet in person or by telephone
once a week. You will need to provide 1-2 hours per week reviewing our
weekly written status
reports and providing us with information we may need.
In the "secondary stage" [step 9 above], you will need to meet with us by
telephone or in person 1-2 times per week to discuss issues we may have as a result of our preliminary
negotiations with those who have expressed a preliminary interest.
During advanced negotiations [steps 10 & 11 above], you may be busy as much as 2-3
hours per day meeting [in person or by telephone, email, fax] with us and the interested
parties developing the immediate and long term points of the Agreement.
This
process [steps 10 & 11] may last as little as 1-2 weeks or as long as 2 months.
Your attorney and accountant will likely take 30 days working with us 1-2 hours per day drafting and
reviewing the Agreement.
The Closing takes 2-3 hours where you review and sign all documents.
HOW LONG DOES THE PROCESS TAKE?
Whether it's a corporate financing assignment or the sale of your company, the
entire process typically takes 90 days to 6 months [or more].
WHAT DO YOU DO TO UNDERSTAND WHAT I
WANT?
We listen !
We takes notes.
We analyze what you
say.
We analyze what is possible in today's market.
We give you
honest and candid feedback.
We constantly report back to you.
HOW LONG HAVE YOU BEEN AT THIS?
For over
30
years we have worked with buyers, sellers, lenders and investors from all over
the United States and the world
WHAT'S YOUR SUCCESS RATE?
We complete approximately 93% of the total assignments
{mergers/acquisitions/finance} we accept. The other 7% go
uncompleted primarily because the clients' objectives change.
We have a 100% success
record in mergers & acquisitions.
We accept less than 5% of the assignments brought to us and that's one reason why we are
successful and how we keep our clients happy.
WHY SHOULD I USE
CAPITAL
MARKETS GROUP, INC. ?
Because you will get a thorough, honest and complete review of your company and its
possibilities BEFORE you start the process.
We are a small firm by design.
Consequently, our clients receive continuous and personal attention
directly from our experienced principals who have the authority to make decisions.
You get to the
entire market at once and you don't waste your time {and everyone else's} by going "door-to-door".
While you may refinance or sell your company once or twice in your
lifetime, we do this work all-day/everyday and have been doing it for over
30 years.
Owners of companies, very much like yours, have used Capital
Markets Group, Inc. and have been
so satisfied they are willing to talk to you about how well we helped them.
We specialize in specific company types and sizes.
Everyday, for over 30 years and on behalf of our clients, we negotiate deals
for selling a company or investing in a company or lending to a company.
We deal with corporations, professional money managers, institutional funds,
individuals, and strategic partners and we deal with them throughout the world.
When you use our help you are telling buyers, lenders, and investors you are
serious about getting the deal done and are realistic and professional in reaching a
solution.
We know how to protect what you have spent so much time building.
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We protect your confidentiality.
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We protect your control and give you peace-of-mind.
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We protect your company's value.
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We protect your equity.
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We protect your options
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We protect your business.
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We protect your investment of time and money.
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We protect you.
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We protect your future.
We
get deals done!
We have a
100% satisfaction rating from our clients.
HOW DO I KNOW YOU WILL YOU TELL ME
"REALITY" INSTEAD OF SIMPLY WHAT I WANT TO HEAR?
We have a strong reputation for honesty and candor. We have no desire
or advantage to mislead you or ourselves.
We have long standing professional
experience and highly favorable recognition among those companies and individuals with
whom we work.
It costs us money and time to complete an assignment. We make a profit only when we
close a deal.
We do not represent marginal companies, we do not provide minimal
services and we do not waste anyone's time by taking on assignments whose success is not
clear to us at the outset.
WHAT ADVANTAGE IS
THERE FOR ME TO USE SOMEONE LIKE CAPITAL
MARKETS GROUP, INC. INSTEAD OF DOING IT MYSELF?
Because we do this all day-everyday and have been successful at it for over
30 years.
We
know the intimate realities of the marketplace and don't waste time or credibility
"learning".
We
quickly develop and present to you a wide
variety of likely lenders or buyers.
We
develop and present various alternative solutions, the advantages and
disadvantages of each and do it in less time than it would take if you did it yourself.
Knowing
WHAT to do is a small part of the process.
Knowing HOW to do it
is what is needed to be successful.
We know HOW and we know with WHOM
success lies.
HOW SOON AFTER WE MEET DO I HAVE TO
MAKE A DECISION TO HIRE YOU?
Whenever you want to!
Some our clients have called us after "thinking about
it" for 3 years.
Some of our clients have called us after spending 1-2 years
working with someone else.
WILL I BE HAPPY AND SATISFIED WITH
CAPITAL MARKETS GROUP, INC. AND HAVE OTHERS BEEN HAPPY AND SATISFIED?
Yes !
We have long standing professional
experience and an excellent reputation for integrity, thoroughness and the ability to
deliver.
Every
one of our present and past clients are willing to recommend us.
Our
clients have been satisfied enough to have written unsolicited testimonials to us.
DO YOU WORK WITH ANYONE?
No.
We specialize in specific company sizes and types.
For instance, we are not the firm you should call if you are a startup, oil & gas
related, real estate, hospitality or restaurant business, less than $7 million in annual
revenues, providing personal consulting services or publicly traded.
WILL I GET MY "MONEY'S
WORTH"?
Any professional firm that does this day-in and day-out will save you money over doing it
yourself. After all, your customers save time and money by coming to you instead of
doing it
themselves.
What you don't know, and therefore don't do, almost always costs you a great deal of time,
money, personnel, opportunity and momentum.
Our clients receive the
optimum
valuations and favorable deal structures for their companies because we are
specialists in their type of company and we are knowledgeable about the
intimacies of today's marketplace.
WHAT
KIND OF EXPERIENCE DO THE PEOPLE HAVE THAT WILL BE WORKING WITH ME?
In addition to their professional experience in financing and the sale of companies, each
one of our professionals has over 15 years of day-to-day professional
work experience similar to yours.
Like you, each one has either been a business owner or President/CEO of a Fortune 500 or
small-to-midsize company and has day-to-day profit/loss experience.
Your Project Manager knows
what it takes to run a company and meet the day-to-day challenges of building a team of
employees, producing revenues,
paying bills,
protecting what has been built and insuring the future rewards of past efforts.
They
know how important it is to you to be kept informed.
They
know how important it is to you to get the deal done in the best possible way.
They
know how important it is to cover all the bases.
They
know how important it is to you to be proud of those who represent you.
WHY IS THAT
EXPERIENCE IMPORTANT TO ME?
{click here}
Because, whether you are selling your company or restructuring the financing, it is
necessary to intelligently communicate with the "other side".
You have to know what they are looking for and how they are looking at you and your
company.
You have a big advantage if you work with someone who understands, from personal
and professional experience, the goals of both sides of the deal.
Experience,
longtime professional contacts, and unique knowledge are required to close deals.
We
close deals !
I'M NOT AN
INSTITUTIONAL OR STRATEGIC BUYER BUT AN INDIVIDUAL WHO WOULD LIKE TO BUY A
COMPANY. WILL YOU WORK WITH ME TO FIND AND BUY A COMPANY?
No.
We represent privately held companies in the sale of the company or its capital
restructuring.
We represent our clients only to corporate, institutional, financial or strategic buyers
or lenders.
The exception is a Management Buyout where the management wishes to buy the company for
whom it works. We are experts in arranging financing for management teams to buyout
their company.
WILL YOU MAINTAIN
OUR CONFIDENTIALITY?
Yes
!
We always maintain our client's complete CONFIDENTIALITY.
We always maintain our CLIENT'S INTERESTS over all others . . . including
our own.
CAN YOU BACK UP YOUR STATEMENTS?
Yes !
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