A recent inquiry came from a group looking to acquire a firm with $10M in EBITDA, which would value the firm at about $30M. There are 175 $30M-plus firms on the IPA Top 500 Firms list, and many of them have already accepted outside investment or are extremely large firms.
The investment groups want us to add them to our “list” so when we have a firm looking to merge, sell, or investigate private equity, we will send them the “listing”. We do not have a “listing”. We custom position firms with select options offering different pathways. If needed, we add additional potential fits.
The financial opportunity is one aspect, but money is not always the main driver. Other differences are a firm’s infrastructure, culture, growth vision, seller timelines, existing client mix, and the buyer’s equity plan. Their plan could be to sell in a few years or be a long-term hold with no anticipated sale.
Most firms react to a call or an email from one or two buyers who represent only their version of a deal. It could be a great offer, but to understand where to take your firm, talk to us. We can show you how to look at all of your options and provide you with a smart process to find a merger, sale, or private equity solution.
Schedule a call to walk through all options.