Your Path to a Profitable Business Exit
We specialize in investment banking tailored to privately held businesses and owners, excelling in mergers and aquisitions for lower-middle-market firms, valued $5M – $150M, with nearly four decades of experience.
The firm’s approach to help me, coupled with their ability to listen to what I needed was such a refreshing idea that it was hard to believe at first. As we worked together over the months that followed, it became obvious that they were concerned about my welfare.
Business Owner/Founder at Utility Construction Services Business
Southeastern United States
We believe every business owner should know the value of their business.
We begin with a complimentary valuation based on a meticulous analysis of your financial data, recent comparable sales, and industry-standard metrics. Our goal is to create a controlled environment where we’re engaging multiple qualified buyers while persistently negotiating from start to finish.
At S&P Capital Partners we’re dedicated to getting your business closed and you off to your next adventure or business idea. We have a proven track record of successfully closed business transactions across numerous industries and w/business operations of all sizes and scopes.
Why choose S&P Capital Partners?
S&P Capital Partners creates efficient and profitable exit strategies for business owners in the lower middle market. Here’s how we do it:
Focused Attention
We understand that not every partnership is a perfect fit and work diligently to assess if we are the right match for your company. Our goal is to ensure that everyone involved is aligned, telling the same story, and ready for every stage of the transaction.
Confidentiality
We treat confidentiality as paramount in any business sale and understand the significance that your team, customers, reputation, and performance have on your company’s value. That’s why we handle every facet of the transaction with the highest level of discretion.
Integrity
Our values and skills are clear-cut: Grit, High Motor, Accountability, and Self Awareness. We build lasting relationships with our clients, often starting before a transaction and continuing long after it’s completed.
Structured & Proven Process
With almost 40 years of combined deal experience, we’ve developed a structured process that streamlines your business sale, minimizing stress and maximizing value for you and your shareholders.
Marketing Expertise
We create customized marketing materials that highlight your strengths, growth potential, and industry position. We immerse ourselves in your industry, becoming experts before going to market, effectively driving motivated buyer activity.
Seamless Transaction Management
Our extensive experience helps us anticipate potential pitfalls and roadblocks, helping you to stay ahead of the transaction timeline. We also manage the emotional aspects of the deal, ensuring a smooth transition post-closing.
Maximizing Business Potential Through Mergers & Acquisitions
At S&P Capital Partners, we redefine mergers and acquisitions. It’s not just an exit strategy; it’s a new phase for businesses—a chance to seize untapped potential.
Unleashing Growth
With lending options tightening and profit margins under pressure, business owners face limitations in reinvestment and growth. M&A offers an alternative strategy for profitable outcomes and long-term wealth.
Igniting Potential
With tailored guidance and essential capital, small to lower-middle-market businesses can evolve into major enterprises. Collaborating with us means gaining access to invaluable resources and expertise.
Empowering Sustainable Growth
We bring decades of operational experience, fostering immediate profitability through cost efficiencies and best practices that drive strategic, sustainable growth.
Selling a business is stressful under the best of conditions and the way you managed the process kept my stress low. You handled delicate situations with grace and made the whole process occur far quicker than I had ever imagined.
Business Owner/Founder at Recycling Plant & Materials Recovery Facility
Southeastern United States
How to Decide on the Right Partner for Acquisition
Picking the right buyer is difficult, especially if you have multiple suitors in play at the same time. The highest price isn’t always the best bet for you in the context of total seller benefit. We’ve closed dozens of transactions where the highest price didn’t win. We educate business owners up front to pay close attention to good cultural matches.
Do they appreciate what it took you and your team to build your business?
Investor groups with a keen sense of business ownership will pay attention to the company culture you’ve developed. Culture takes time to build and cannot be constructed overnight unless you’re the Army Corps of Engineers or a unit of Roman Legionnaires. Investors want to know how the org chart flows. How do you interact with the management team? How long has everyone been here? An org chart w/a minimum of 5 years tenure on average eliminates a lot of questions that an org chart w/an average of 12-18 months will create.
Can they lay out their vision for growth and ultimate transition?
You’ve been at this for a long time. You know this industry and your team better than anyone. You might feel like you’ve hit a productivity rut, or you may feel like you’ve hit the perfect equilibrium. Sometimes you might get bored without new and innovative opportunities. Investors bring a new sense of growth potential along with an expanded vision for the future.
How do they acknowledge input from current team members?
Good transactions are built on trust, integrity, respect, and good faith commitment. They’re not easy to close and transition at any dollar amount. Combative relationships generally don’t improve throughout a transaction and can lead to discord post-closing that adversely impacts business operations.
Strong Balance Sheet and consistent track record of performance?
Well-funded buyers lead serious groups who pay top dollar for valuable holdings. We investigate investor group funding decks prior to making seller introductions as part of our potential buyer onboarding process. You can rest assured that when we make an introduction the buyer group has completed the following steps every single time:
- They’ll have signed our non-disclosure agreement that has depth and weight
- They’ve met w/our team and have walked us through their investment criteria, discussed their acquisition portfolio, and their lending/limited partner relationships.
- They’ve met with our team and have agreed to participate in our transactional process, which is streamlined for efficiency and precision.