Why should I hire a Financial Advisor?
The buyout or sale of a company is a complex process that requires the completion of tasks on different fronts while identifying and attending to several interested parties. Having a specialized team who is responsible for the entire process allows the client to optimize conditions more efficiently without having to devote owner or management time and attention in order to handle exceptional situations. The owners and managers of countless companies have found that hiring an experienced financial advisor in these processes brings important benefits:
Confidentiality. The advisor can safeguard the buying of selling company’s confidentiality during the initial contacts with potential buyers or sellers by not divulging its identity. The advisor filters and disqualifies buyers or sellers who do not fit the desired profile.
Handling of the Process. A specialist focuses on identifying the main characteristics of the company to be bought or sold. Special care is taken to ensure that these align with the promotion or search of target companies. In a sale these are reflected in the documents prepared by the advisor to promote the company to those interested, which are prepared so as to present a complete image of all the characteristics that make such a company desirable.
In the case of a buyout the focus is on the acquisition criteria that will be used to evaluate target companies. In both cases a specialist should be able to develop a valuation of a company based on industry-recognized methodologies and design the most convenient structure for the transaction.
Facilitating role. Maintaining the dynamic between buyers and sellers in merger and acquisition processes is essential to achieve satisfactory results. The financial advisor organizes a work schedule that keeps all parties actively involved in the process, thus guaranteeing its development. It is also essential to monitor legal, financial and operational information requests and reply, and ensure their relevance and usefulness. The financial advisor is positioned to perform this demanding work and maintains the rhythm of the entire process. By contrast a business owner could only afford to devote time sporadically an individually to this process, which would mean a loss of control and a weakened negotiation position. The financial advisor saves valuable time for the owner of a company by taking charge of all tasks pertaining to the process.
Negotiation Assistance. The financial advisor can establish a better negotiating position and avoid the client’s exposure to the stresses of the process. The sale of a company is a complex task. If the owner of a company has never had this experience before, this can result in a disadvantageous position because in all likelihood the majority of buyers have completed many transactions in the past. Those sellers who are not properly prepared and advised can risk making unnecessary concessions. Many company owners work their whole lives creating value for their business but they can spend the final months destroying it because expensive mistakes are often made during the sale and negotiation process.
Hiring an experienced financial advisor such as SFA Consultores helps the seller get the best offer for the business. Similarly, it helps the buyer not pay too much during an acquisition. The financial advisor’s main occupation is buying and selling companies, while company owners only do that once in their lifetime.
Secretaría de Economía Fideicomiso de Fomento Minero
Organismo federal de apoyo financiero al sector minero en México. Elaboración del plan de negocios para la constitución de un fondo de capital de riesgo del sector minero por US$100 millones.
Leer másBrothers and Sisters Cosmetics, S.A. de C.V.
Empresa Mexicana enfocada a la venta directa con productos para el cuidado personal y cosméticos. Asesoría financiera para la incorporación de Spectron Desarrollo al capital de Brothers and Sisters Cosmetics para reforzar su crecimiento.
Leer másOperadora de la Cuenta del Pacífico, S.A. de C.V.
Empresa manejadora de contenedores especializados de carga en Manzanillo, Colima, México. Valuación financiera de la Empresa.
Leer másSOLFI, S.A. de C.V.
Microfinanciera Mexicana enfocada al otorgamiento de préstamos personales. Determinación del valor de las acciones para una transacción de compra-venta.
Leer másServicios Administrativos IBCE, S.A.
Empresa Mexicana dedicada a la administración de carteras de crédito hipotecario. Valuación financiera
Leer másNekotec Tecnología, S.A. de C.V.
Empresa Mexicana de tecnología enfocada a brindar soluciones a call-centers y centros de servicio remoto Asesoría para la venta del 55% del capital a Sixbell. Monto de la transacción US$3 millones.
Leer másGrupo Valores Operativos Monterrey, SAPI de C.V.
Grupo de inversionistas privados. Evaluación y análisis para la compra de una empresa de crédito al consumo.
Leer másGrupo Gigante, S.A. de C.V.
Uno de las principales cadenas de autoservicios en México. Programa de financiamiento revolvente para el fortalecimiento de su operación en California, Estados Unidos. US$4 millones.
Leer másHuawei Technologies, Inc.
Empresa China líder en telecomunicaciones. Estructuración de una operación para llevar a cabo el descuento de deuda emitida . US$ 4.4 millones.
Leer másHand to Hand Advertising, S.A. de C.V.
Empresa Mexicana dedicada a la venta de publicidad a través de canales no convencionales. Desarrollo del plan de negocios, colocación privada de capital y puesta en marcha. Monto estimado US$ 375,000.
Leer más
