Services

Our goal is to maximize value for every client by delivering solid advice based on years of sector-specific transaction experience and relationships. We devote significant resources to ensure that we have relationships with the right counter-parties to achieve our clients’ goals.

 

We offer the following services to help clients better understand the market, and optimize their alternatives within it, when it comes to growth, value enhancement or exit:

Sell-Side ServicesBuy-Side Services

M&A is the cornerstone of GA’s services. We have comprehensive relationships with a wide range of strategic and financial investors seeking opportunities in our sectors of focus. 

 

We provide proven, full-service advisory expertise. Clients engage us for sell-side and buy-side representation, including the sale of a minority position up to 100% of a company, leveraged ESOPs, MBOs, recapitalizations, corporate divestitures, and the development and implementation of growth, add-on, and exit strategies. 

 

Our clients benefit from a 20 year exclusive focus on our target sectors, as well as our proprietary data assets, including DealTracker, the most extensive M&A database in the industry, and our vast relationships with industry participants seeking to invest, grow and exit.

 

We take pride in our many long-term relationships with executives who value the depth of Greenberg Advisors’ resources, consistently unbiased and sound advice, and results. 

 

If you are interested in services that are not listed above, please contact us to discuss.

Sell-side advisory services

Clients rely on us for our experience in executing transactions, from initial planning, modeling and marketing, through due diligence, and a successful closing. We can be engaged years in advance of a liquidity event, or even after a company has received interest or an offer from a buyer.

Sell-side advisory services include:

• Analyze shareholder alternatives
• Valuation analysis
• Pre-sale due diligence
• Identify qualified strategic and financial buyers globally
• Develop marketing materials
• Conduct a competitive marketing process
• Obtain offers from qualified bidders
• Coordinate management presentations with potential acquirers
• Facilitate post-LOI due diligence
• Assist with transaction structuring, negotiations, and closing of the transaction

Buy-side advisory services

GA has a strong track record of successfully advising strategic and financial buyers seeking to execute acquisitions. GA offers dedicated services to identify deal flow for its buy-side clients. We often identify many dozens or even hundreds of non-banked targets that meet our clients’ criteria. By leveraging our proprietary data resources and our many relationships, clients benefit from unparalleled access to opportunities that meet their specific criteria. Our vast experience and in-depth knowledge of the markets enables us to expedite transactions and complete them on favorable terms.

Buy-side advisory services include:

• Assist clients with establishing or refining acquisition criteria
• Identify and engage numerous targets that meet our clients’ criteria
• Financial analysis and evaluation
• Assess the strategic fit of each target with our client
• Assist with offer/bid preparations
• Evaluate and/or arrange financing alternatives
• Assist with transaction structuring, negotiations, and closing of the transaction

GA is the most current specialist regarding the valuation of firms in RCM, HCIT, ARM and BPO. Given our M&A practice, our detailed knowledge of completed transactions, and our trusted relationships with industry participants, we have built arguably the most comprehensive database of industry M&A statistics and comparables. 

 

This expansive data includes dozens of unique variables, most of which are not tracked elsewhere. This is particularly important given that so many transactions in our sectors occur among privately-held companies, where information is rarely made public. All of this adds further context and depth to our understanding of transaction valuations and deal structures, and provides our clients with concrete information on which to base critical decisions. 

 

Clients seek our valuation expertise for many reasons, including: 

 

• Pre-M&A and strategic planning
• To assess offers they’ve received to sell their company
• Succession / Estate planning 
• Preparation of an offer to acquire a company
• Shareholder buy-outs
• Shareholder disputes / Litigation support

GA’s network includes many banks, specialty lenders, and other qualified investors seeking to make investments in our clients’ businesses. Our insight and access to the right investors helps our clients obtain the capital that best fits their objective. 

For clients seeking capital, we draw on our relationships with providers of subordinated, senior, or mezzanine debt, as well as growth equity. These investors seek to fund a variety of situations including:

 

• Refinancing of existing debt

• M&A plans
• Growth capital / Working capital
• Recapitalizations
• Shareholder buy-outs
• Receivables / Debt purchases

 

Our comprehensive approach has yielded excellent results for many clients seeking to lower their cost of capital, expand their access to capital, or partner with investors that bring strategic value in addition to capital.

As one of the most experienced M&A advisors in our sectors, GA knows what matters in transactions. If for example you are considering selling and have questions about when to begin that process, or if you are wondering how buyers will value and structure a transaction with your company, our experience will help you make the most informed decisions. In some cases, we have helped clients prepare years in advance, while in others, it has been a matter of weeks. Our experience provides us a rare perspective as to how buyers and investors perceive transactions, which of course, impacts our advice. The kinds of things we help clients understand: 

 

• Their firm’s positioning relative to the market
• Market valuations and key determinants
• Which buyers and types of buyers will be most interested
• The critical elements that will maximize value upon exit
• Market trends, expectations, and transaction timing

 

Our advice can lead to operational or infrastructure improvements, strategy development, the addition of key staff, growth through acquisition, and other items. 

Receive GA’s Market Updates

Receive GA’s Market Updates

Join our mailing list to receive the latest news and updates from our team.

Your Name

Your Company

Your Email

You have Successfully Subscribed!