Retail and Consumer Products

In store or on-line, retailing has seen enormous upheaval as competitors are no longer just local, but global e-commerce goliaths, and couple that with the still unknown affects of the COVID-19 pandemic on labour, supply chains and customer preferences, and retailing is in a state of flux. A sale process requires a strong focus on highlighting the uniqueness of a retailing offering and a persistent determination to find the ideal suitor.

Call us to explore how we can help you with your company sale or acquisition.

Financial Advisor to Golfuture YYC

Retail and Consumer Products

Redcap&Truss Advises Westbloom

Retail and Consumer Products

Westbloom

Retail and Consumer Products

RVI

Retail and Consumer Products

CTP Distributors/Custom Truck Parts

Retail and Consumer Products

Process

Initial Assessment and Valuation

We sit down with each entrepreneur to understand the strengths and weaknesses of their business and provide them with a critical assessment of what their business is worth.

Marketing Strategy

We maintain a proprietary database of potential buyers (both strategic and private equity) and we craft our marketing documents (teaser, management presentation, confidential information memorandum) to each specific audience.

Buyer Identification and Approach

We work with an entrepreneur to identify and approach only those parties with the highest likelihood of transacting all while putting in place a structure that maintains the highest level of confidentiality.

Deal Negotiations

Our proven approach has us leading all negotiation discussions based on the parameters an entrepreneur provides which helps reduce the emotion in the discussions, lowers legal and other transaction costs, and leads to a stronger deal and higher likelihood of completion.

Transaction Completion

We quarterback all the paper work (the “definitive documentation” in legal terms) and make sure all facets of closing are taken care of.

Post Closing Follow-Up

Often overlooked by other advisors, but we stay in close contact post closing to make sure that any remaining obligations are considered and taken care of and any lingering questions or concerns are addressed.