Transactional Advisory

Exit, strategic acquisitions to grow, generational transition, or mutually beneficial opportunistic transaction can be very tricky and complex. SAS is experienced in leading clients to maximize value in all these transactions. Through our leadership clients can often avoid the costly tax implications and even deal killing mistakes inexperience or lack of familiarity can cause. As a core competency we are focused on three types of transactions:

1.  Sell Side Advisory
$1.5-5MM EBITDA
Highly Focused only take on 3-4 Assignments annually
Exclusively Retained by Client
Highly Selective Assignments – Not Brokered
Success Based Compensation

2. Facilitated Transactions
Both Parties known
LBO, MBO, Generational Transition, ESOP and Partnership Dissolution

3.  Retained Targeted Buy Side Search
Specific Client Mandate and Criteria