Mergers & Acquisitions

Sell-Side Advisory

As merger & acquisition transaction advisors, we partner with our clients and evaluate the ideal buyer in the marketplace. Whether that means a sale to a financial or a strategic partner. We have a demonstrated and proven track record of success in the marketplace, having successfully advised numerous business owners looking to sell or divest of their business interest.

We emphasize the importance of collaboration in all our processes, while ensuring our clients maximize value for the businesses they have built. We understand how much selling your business means, as business owners ourselves, and take every step to ensure the smoothest transition possible.

We utilize a targeted and tailored process unique to each prospective assignment, to ensure the best possible outcome is achieved for each client, centered around the four pillars of a business transition:

Our senior leadership is actively involved throughout every step of the process from concept to close. Our approach ensures our clients are fully educated on all their options, leaving them in the best possible position to make a decision that will align them for future success.

Buy-Side Advisory

The foundation of our buy-side advisory services is acting as the trusted advisor to our clients. We look to serve as a strategic partner in facilitating the growth of our clients business. Our approach is deliberate, flexible, and results-driven. We like to think of ourselves as an extension of a Company’s corporate development department. We look to understand our client’s long-term growth strategy and then develop a consistent merger & acquisition strategy that will accelerate that growth trajectory using our industry expertise and leveraging our relationships cultivated over decades of client service.

If desired, One 2800 can leverage our transaction experience to execute the acquisition on behalf of our clients, through due diligence, negotiation, and the definitive agreement.

Capital Financing

One 2800 advises on private capital raising for:

• Shareholder liquidity
• Employee buy-out

We work with our clients to determine what capital sources will work for them and is best suited to meet the needs at hand. The lower to middle market has a captive investor audience anxious to provide acquisition finance, growth equity, mezzanine, or uni-tranche debt financing, and senior secured debt to our clients business.

One 2800’s advisors have structured, negotiated as agents, and completed financings in a number of different industries and at all layers of the capital structure.

Strategic Advisory

One2800’s strategic advisory services center around identifying and executing on strategies to maximize shareholder value with diverse shareholder objectives in mind. We assess capitalization options and its ability to complement both the growth requirements of our client’s business and the liquidity needs of its owners/shareholders. We evaluate the transaction strategies including acquisitions, divestitures, recapitalizations and, potentially, the sale of the company, and determine how each strategy impacts shareholder objectives relative to risk, liquidity, asset diversification, succession, estate planning, and maximizing value. Our analysis of business value is based on years of experience and unmatched analytical and firsthand experience and knowledge of the current mergers & acquisitions and capital financing environment facing lower to middle-market companies.

Valuation Services

One 2800’s valuation professionals subscribe to the highest ethical and professional standards established by the American Society of Appraisers and the American Institute of Certified Public Accountants, amongst other reputable organizations. One 2800 provides independent and objective valuation advisory services for a number of purposes including:

• Management compensation
• Purchase price allocations
• Charitable contributions

One 2800 is a FINRA Member Firm, and as such, all of our registered representatives have successfully completed the registration and examination requirements to serve our clients appropriately. Our services and opinions are judiciously documented and are designed to withstand inspection from regulatory authorities including the Internal Revenue Service and the Securities and Exchange Commission.

We believe our historical working relationship with our clients, as well as creative and innovative ideas from many of our thought leaders in the industry speak for itself. Each engagement is unique; however, they each provide some perspective of the breadth and depth of our experience in transaction advisory and consulting for clients throughout the country.