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SELL-SIDEINVESTMENT BANKINGINVESTMENT BANKING
ALLIEDConnected or related by similitude, resemblance, or friendship.
Allied Business Group helps business owners realize their strategic and financial objectives through the
sale of their companies. We understand that successful deals occur only when price, fit, and chemistry are
aligned. We also understand that every company is different, and thus every sale process is unique.
Selling a business requires careful planning, a significant investment of time and energy, and the guidance of
an experienced M&A advisor. Our professionals work closely with you to develop a personalized approach to
the sale of your company. Drawing on our diverse industry knowledge, proprietary deal management tools,
and support staff, we can help you achieve your strategic goals while ensuring you receive maximum value
for your company.
Helping you maximize the return on your most valuable investment
TABLE OF CONTENTS
OUR SALE PROCESS 05
STEP 1 BUSINESS VALUATION 06
STEP 2 STRATEGIC PLANNING 07
STEP 3 CONFIDENTIAL MARKETING 08
Marketing Channels 09
Marketing Materials 10
STEP 4 DEAL MAKING 12
STEP 5 DUE DILIGENCE & CLOSING 16
Virtual Data Room 17
ABOUT ALLIED 18
When you work with Allied, you work with a
diverse team of professionals from all disciplines
across the M&A sale process.
A UNIQUE APPROACH TO THE SALE PROCESS
Our unique and disciplined approach to the
M&A sale process provides our clients with
We construct successful deals by implementing a disciplined, proven five-step process on every transaction
We perform a comprehensive review of your business to determine the value of your
company. Our knowledge of valuation theory combined with our first-hand M&A experience
produces highly accurate valuation opinions.
After conducting in-depth market research, we develop a strategic plan defining how we will
implement our resources to obtain the most beneficial outcome in the sale of your company.
We develop and execute a marketing plan that is designed to draw interest from a large
number of high-quality buyer candidates who will engage in a competitive bidding process. We
accomplish this while maintaining the highest level of confidentiality surrounding the sale of
Using our proprietary deal management software tools, we manage correspondence with
interested parties and identify the most qualified buyer candidates. We solicit offers from
these buyers and create a competitive bidding environment to help you achieve maximum
value for your company.
DUE DILIGENCE & CLOSING
We help you prepare for potential buyers as they perform a comprehensive review of your
company. By managing your deal team during this critical stage of the M&A process, we are
able to preserve the momentum of your deal and ensure a successful transaction.
Deriving a value for your company
Our process begins with a comprehensive review of your business from which we derive
a value for your company. Our analysis provides us with a deeper understanding of your
companys strengths, weaknesses, opportunities, and unique investment merit. This process
also helps us identify issues that could deter a successful transaction. Using this analysis we
create a valuation report that will serve as the basis for determining how we can help you
achieve your strategic and financial objectives through a successful sale.
Our knowledge of valuation theory combined
with our first-hand M&A experience produces
highly accurate valuation opinions.
STEP 1 BUSINESS VALUATION
Due DiligenceCompany Documentation
Financial & Legal Review
External & Internal AnalysisEconomic Analysis
Company Risk Analysis
Valuation AnalysisIncome Approach
ReportPresentation of Report
Print and Digital Formats
Tips to Maximize Value
Determining a course of action
We conduct exhaustive market research to find
the best strategic buyers for our clients.
STEP 2 STRATEGIC PLANNING
During the strategic planning process, we define how we will implement resources
to obtain the most beneficial outcome in the sale of your company. We establish the
marketing strategy to sell your company, outline the timing of key events in the M&A
process, and determine how best to present the unique characteristics of your company.
COMPREHENSIVE BUYER LIST
We perform independent research to compile a list of potential strategic acquirers that
includes contact information for key executives at each company. We also leverage our
proprietary database, which contains more than 8,000 private equity investors who have
registered with our firm as buyers.
Creating competition between the best prospective buyers
Private Equity Buyer Registration
4 Future? (#): 2
Our database of financial buyers includes over
8,000 private equity contacts.
STEP 3 CONFIDENTIAL MARKETING
Our marketing process is designed to draw interest from numerous prospective buyers
to create a competitive bidding environment for your company. We accomplish this while
maintaining the highest level of confidentiality regarding the sale of your business.
MAINTAINING CONFIDENTIALITY WITH PROSPECTIVE BUYERS
Our buyer qualification process protects client confidentiality and creates a more effective sale
process by focusing only on the highest quality buyers.
As a first step, we require all prospective buyers to complete our online buyer registration
form. The information gained from this step allows us to assess the prospective buyers
ability to complete the acquisition. We then conduct further diligence to evaluate the buyers
reputation when completing transactions. Once we determine that a prospective buyer is
qualified we require them to sign a confidentiality agreement. We give prospective buyers the
name of your company and access to the marketing materials weve created for your business
only after they have submitted a signed confidentiality agreement to us.
Bay View Equity Partners* Company Name:
Thomas Kane* Full Name:
2012 Fremont Street* Address:
San Francisco* City:
CA* State: 94105* Zip:
(415) 495-1800* Work Phone:
(415) 255-4872Mobile Phone:
[email protected]* E-mail Address:
Prior Acquisitions (#):
Midwest* Geographic Preference:
Majority RecapitalizationPreferred Transaction Type:
Sponsored Fund* Fund Type:
Equity* Types of Capital Provided:
Maximizing exposure through numerous marketing channels
We utilize several different marketing channels to promote your company to strategic and
financial buyers. Your companys name is kept confidential in all communications throughout
this initial process.
We prepare a set of materials used to market your business for sale. These documents are
used to position your business in the most beneficial manner.
We use direct mail to send a personalized cover letter and confidential
profile to the entire strategic buyer list. This provides a secondary method
for outreach in addition to e-mail communication.
WEB MARKETING RESOURCES
We complement our direct marketing activities with web marketing to
reach additional private equity firms and individual investors. Our web
marketing initiatives allow interested parties (who were not included in our
distribution list) to search for your investment opportunity.
Allied maintains strict confidentiality in every
M&A sale process.
Allied makes phone calls to obtain e-mail addresses for strategic buyer
contacts and then sends e-mails to the strategic and financial buyer lists.
Messages are sent through an online platform that provides tracking
features, allowing Allied to monitor the interest level of all e-mail recipients.
Confidential InformationMemorandum (CIM)
This 50-75 page book is the most
important document for the sale
of your business. It provides an
in-depth look at your companys
operations, management team,
past financial performance, and
To generate interest in your business while maintaining
confidentiality, we develop a one-page synopsis that
highlights your companys products, services, and
historical financial performance without identifying the
business by name. We attach a cover letter and distribute
this piece to the entire strategic buyer list.
Your company is about so much more than just numbers on a financial
statement and the Video CIM helps us convey that to the most qualified buye