Harvesting Maximum Return on the Sale of a Business

For most business owners a sale of their company is a once-in-a-lifetime experience providing an opportunity to realize the wealth they have worked hard to create and grow. The principals of Confluence Advisors have successfully completed numerous sale engagements to both strategic buyers and private equity firms. We provide sound advice and deal execution services to allow business owners to reap the rewards of their risk and years of hard work.

Confluence Advisors represents owners of privately held businesses in arranging the sale of their company. Clients choose Confluence Advisors based upon their expertise and proven track record in maximizing value in the marketplace while attaining the individual goals and objectives of the shareholders. Our engagements are run to minimize management disruption and ensure maximum confidentiality.

The Business Sale Process™
Our unique business sale process is designed to help business owners receive maximum value from the sale of their business. Our 4-phase process determines market value, positions the deal, creates a market and executes the final sale.

To learn more about our Business Sale Process or to arrange an introduction contact Dave Eichenlaub or call 724.940.1900.

Cash Infusion

Raising Optimal Funding for Mid-Market Businesses

Business owners and executives often face the challenging and complex task of raising capital to meet the financing needs of the business. Confluence has relationships with numerous capital providers of middle-market companies to help solve the financing need given the goals and objectives of key business stakeholders.

At Confluence Advisors, we assess the financing need of the client and identify potential capital sources, allowing management to focus on the daily operations of the business. We maintain a thorough understanding of the private capital markets and add value through creative structuring techniques and strong relationships with national capital providers.

Our principals have completed numerous senior debt, mezzanine capital, and minority equity financing transactions for a variety of transactions types, including the following:

Working capital financing
M&E and real estate financing
Growth capital placement
Leveraged buyouts
Management buyouts
Shareholder transactions
Recapitalization
Balance sheet restructuring

The Capital Infusion Process™

Confluence Advisors has a unique, 3-step approach for helping businesses raise optimal funding to provide owner liquidity, achieve desired growth, strengthen balance sheet, expand product lines or enter new markets.

To learn more about our Capital Infusion Process or to arrange an introduction contact Dave Eichenlaub or call 724.940.1900.

Business Acquisition

Expert Guidance and Support for Business Acquisitions

Confluence Advisors assists buyers in the successful acquisition of targeted companies in a variety of ways, from targeted transactions to the development of broad acquisition strategies. While each transaction is unique and tailored specifically to achieve client objectives, highlights include:

•   Acquisition Support – for known targeted acquisitions
•   Acquisition Financing – for known targeted acquisitions
•   Acquisition Strategy – for broad acquisition strategies

The Strategic Acquisition Process™
Our unique business acquisition process is built to assist buyers in the successful acquisition of targeted companies. Our time tested approach determines client objectives, opens doors, captures the deal and executes the acquisition.

To learn more about our Strategic Acquisition Process or to arrange an introduction contact Dave Eichenlaub or call 724.940.1900.