Each business owner has unique priorities when selling their business. Infinity provides tailored guidance to ensure owners maximize their objectives.

Maximizing value – Although value is the most intuitive seller objective, factors such as deal structure, legal terms, and tax implications can have a profound effect on the value owners ultimately receive. Infinity’s deep transaction experience helps owners better understand all factors impacting value in order to help guide our clients through the complex negotiation process.

Post-close owner involvement – Post-transaction seller involvement varies from a complete exit to continuing to run the day-to-day operations. The level of involvement influences the potential buyer universe, valuation, and deal structure. We help our clients navigate the nuances of their involvement in the business post-closing, and we negotiate on their behalf to obtain an outcome in line with their goals.

Unique circumstances – Each deal has its own set of factors including desired timing, family/brand legacy, potential buyer universe, and more. All of these factors impact the go-to-market strategy in order to align seller objectives with capital markets, and Infinity works closely with our clients to prioritize and execute a plan to meet our clients’ desired outcome.

Common transaction types

Majority buyout –  The purchase of a majority of the company (via stock or asset sale) allowing the owner to “roll” equity into the new company.  The structure enables sellers the opportunity to receive “two bites of the apple” when the financial buyer exits (typically financial sponsors target hold periods of 3-7 years).

Strategic sale – Strategic buyers (competitors, suppliers, customers, etc.) are often a viable option because of the strategic overlap that exists. Strategic buyers often use potential synergies from the acquisition to justify a competitive purchase price.

Management buyout – A financial sponsor (either in the form of a debt or equity provider) supports the management team in their efforts to purchase the business from the owner.

Other – ESOP, mergers, reverse-mergers, SPAC, and more.

See how the investment banking process works: