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Technology Company

I would certainly recommend VR and would use them again if I had the need. They kept their promises, worked hard and sold my business to a buyer from across the country. Choosing VR was one of the best decisions I ever made with my business.

Sign Code

Mohan and Troy at VR were great to work with. The entire process was great. They really know their business.

eSupplyStore

Troy - thank you for all your hard work with eSupplyStore. I know we found the right buyer at the right price. I don't see how the process could have gone any smoother.

Learning Center

VR did an excellent job of selling my franchise. This is actually the second time that I have used their services and I have been impressed both times.

Health Gazette

I owned the Health Gazette for over 30 years and it was important for me to find the right buyer. VR gave us a fair market value for the business and sold it for exactly that amount. I could not have been more pleased.

VR really took the time to understand my needs. I think their expertise was a big reason the transaction happened.

Publishing Company

VR stood out from the competition. They were the best fit when it came to selling my business.

Retail Bookstore

I was extremely impressed with VR. They approached the sale of my business with a very professional system. I knew my business wasn't large, but I still got a high level of service. I would certainly recommend VR to anyone thinking about selling their business.

Diamond Design

I hired VR to sell me construction company. They worked hard through the whole process and found the right buyer. They did a great job and I would use them again.

Sylvan

I wanted to send a note and thank you for all your hard work. This has been a great experience and I really enjoyed working with VR.

Pure Air Systems

I tried other brokers in town and they just put some ad in the newspapaer and it didn't result in much.

Carrell Welding

VR did a very good job for us. They set the price for my business, found the buyer, and worked through all the details.

Commercial Business Systems

I first used another brokerage company to try and sell my business, but it did not work. VR was totally different, very professional and they sold my business for almost full asking price.

TheEasyForms.com

VR exceeded my expectations in selling my online business. I got the full asking price of the business. We got several offers within the first couple of weeks. The entire process took less than 6 weeks from start to finish.

Home | Mid Market Mergers and Acquisitions

Middle Market Business Mergers & Acquisitions

Here is a step-by-step overview of VR Mergers and Acquisitions located in Indiana transaction process.

Acquisition Process

1. Valuation

Either a formal business appraisal is done as part of building our client’s memorandum of offering, or an Advisor Opinion of Value is offered based on comparable sales of sold companies, similar to our Client’s, utilizing multiple databases that VR has access to.

Target Planning and Research

VR Mergers and Acquisitions, has three channels to reach specific audiences of potential purchasers:

  1. Financial Acquirers - Primarily High Net Worth Individuals or Informal Groups formed to purchase companies without a formal “pool” of capital or funds.
  2. Private Equity Firms - These are professional fund managers with formal funds raised specifically to acquire primarily privately held companies.
  3. Strategic / Corporate Acquirers - Corporate entities both private and public where a client’s company is a strategic match based on the Corporation's market and financial objectives.

Knowledge Transfer and building of the Memorandum of Offering

VR conducts all relevant research and collects all relevant company information to construct a view of the opportunity, competitive landscape, financial profile and operating model of the company in order to build the Memorandum of Offering.

Execution of the Marketing Plan, potential purchaser qualification and Indication of Interest

VR has different marketing plans to reach all three channels of potential purchasers:

  1. Financial Acquirers - Specific web merger and acquisition and business opportunity sites are utilized to reach those financial buyers that are active in the market.  Blind announcements or listings are utilized to protect confidentiality
  2. Private Equity Firms - We maintain an extensive network of PE firms.  Once we understand your company’s goals, we approach all appropriate funds.
  3. Strategic / Corporate Acquirers - We develop with our clients a target list of potential strategic acquirers.  We research each company and create a tailored approach, usually by contact in C-level executives by mail and phone.   Those who express an interest are asked to sign a Confidentiality Agreement before disclosing the identity of your company.

Preliminary Information Exchange

Start of exchange of detailed information leading to later negotiations.

Site Visit

On-site visit to verify the company, get a feel for people, systems, operations, etc.

Negotiation

Combination of face-face and telephone discussions about principle terms of the deal. VR, manages all stages of this process.

Detailed Letter of Intent

Creation of a pre-contract.  With a number of binding provisions, specific payment terms, definition of retention amounts, all adjustment mechanisms, and stipulation of management roles post closing, this process minimizes legal ‘negotiation’ and cost, ensuring that all commercial terms are documented before legal and accounting time is seriously committed.  This document should only be signed if all relevant terms are approved and parties have 90+% certainty of closing the deal. 

Due Diligence Request and Due Diligence Review

VR creates a formal transaction and milestone schedule for this information exchange and review phase.  Targets are instructed to gather relevant information requested, to organize it according to the checklist, and to make multiple copies.  On-or-off site review of the due diligence package conducted by key financial, operational, and legal personnel is completed. VR manages the entire process.

Definitive Agreement

In parallel with DD above, buyer’s attorney, in support of the LOI, tenders definitive agreement and all support documents.  Reservation is made to amend based on due diligence review.

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Board Approval

Review at board of directors of final aspects of the deal and of the commercial rationale for the acquisition.

Execution and Closing

Signing of all documents necessary to conclude the transaction and payment of consideration. Third party escrow or closing services are often used.

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