Sell-Side Advisory

Inspired Performance. Impressive Results.

Maximize the value of your business sale with Confluence Advisors’ sell-side advisory services. Our experienced team works exclusively with middle-market, family-owned, and founder-led businesses to deliver strategic, data-driven solutions. From initial planning to final negotiations, we are by your side to ensure the best possible outcome.

Done Deals

Before engaging with Confluence Advisors, the Company had received numerous inquiries from public and private corporations interested in acquiring the business. However, none of these potential buyers met the owner’s expectations, with several offers falling short even to warrant an on-site meeting with the management team. Through our highly competitive auction process, we were able to drive a valuation essentially doubling the client’s expectations. Additionally, we secured very favorable terms for the seller, including an expedited closing process and an immediate exit for the owner.

The Company, a world-renowned testing, inspection, and certification firm, had been approached by strategic and financial buyers for several years. Confluence Advisors provided strategic guidance to help the Company time the market effectively, based on its financial performance. As a result, the Company received multiple offers from various buyers, all of which exceeded initial value expectations by 75-100%.

The Company, a multi-location wholesale distributor, had been in discussions with two potential buyers over the course of several years. Confluence Advisors was engaged to manage a targeted sale process, exclusively focused on strategic corporate buyers. The ultimate buyer, a privately held company with multi-billion dollar revenues, was not one of the initial parties involved, demonstrating the effectiveness of our strategic outreach in identifying the ideal acquirer.

4 Pillars of Sell-Side Success

Maximize value by putting our knowledge to work for you.

We're a close-knit, interdisciplinary team of experts. With deep understand of both sides of table, and expansive industry expertise, our domain knowledge is second-to-none.
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A sound strategy is the critical path to optimizing your return.

No matter the size, every engagement is nuanced and complex. Which means every engagement deserves a thoughtful, strategy to ensure aligned expecations and an optimal outcome.
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Relationships are important to us - and imperative for success.

Open and honest communication is a core value - and critical to achieving the outcomes our clients expect. Frequent and straightforward communication ensures transparency and enables effective decision support.
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While every deal is different, the formula for success remains the same.

Process promotes success. Best practices, honed through years of experience, are at work for every engagement, from due diligence through final negotiations.
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We'd Love to Hear Your Story

Whether you're ready to exit or just starting to plan, we can help you define your path forward. We'd love to hear from you and earn the opportunity to be part of your story.
 

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