Due Diligence: Key To Strategic Acquisitions and Sales
Optimizing Value, Aligning Expectations
Due diligence plays a key role in any strategic acquisition. Done right and the seller optimizes the value of the organization and the buyer knows exactly what it’s obtaining. Both parties’ expectations are aligned. Executed poorly and the opposite often occurs.
The Alta Group provides unmatched, trusted due diligence expertise to both sellers and buyers in today’s challenging equipment leasing and finance industry.
Our principals have a combined 50+ years of experience in working with companies to both prepare themselves to be acquired, as well as help evaluate opportunities for buyers.
Alta Group veterans John Deane and Joe Nachbin together lead the firm’s due diligence activities on behalf of clients, tapping the knowledge of other Alta principals to work on specific aspects of an engagement as necessary.
Eliminating Disruptions
Not only can The Alta Group provide the expertise in due diligence that many companies lack today due to downsizing pressures, but we also can devote undivided attention to the complex task. This frees your top executives and other key personnel from the disruption of the due diligence process, so they can maintain their focus on running the business.
For prospective buyers that may not have intimate knowledge of the equipment leasing industry, The Alta Group often educates buyers on key business attributes to consider when evaluating potential acquisitions.
Sellers: Presenting the Company
Much like a realtor, The Alta Group works closely with sellers to help them prepare for the potential sale of their businesses. We evaluate how to best present a company to prospects.
Our work includes carefully reviewing financial statements and other key documentation, credit and collections policies, portfolio performance and preparing reports that prospective buyers typically want to see. Transparency is key in these situations, for nobody likes surprises.
Buyers: Evaluating Opportunities
Depending on a prospective buyer’s needs, The Alta Group can manage the entire due diligence process or work with other service providers, including an organization’s accounting and legal firms, as well as investment bankers, to evaluate an opportunity.
Typical assignments include closely examining financial statements and other key documentation, evaluating various business processes to gauge efficiencies and evaluating portfolio performance. If there are any issues or concerns, we work with both parties to establish warranties and recourse steps to protect the buyer.
