I wanted to thank you and your company for the excellent job you did on the sale of my companies. I appreciate the efforts and professionalism that you and your company exhibited from the very start of the project, specifically the confidential information memorandum which I believe is an excellent selling tool…I would recommend your firm to anybody.
Capital Alliance is a leading provider of financial consulting services to mid-market private company shareholders. Since our founding in 1976, we have completed more than 230 transactions with an aggregate transaction value in excess of $3 billion. Our membership in Oaklins International provides our clients with access to the global mergers and acquisitions marketplace.
The process of selling a company is complex, disciplined and individualized. We structure the process to fit the client — not the other way around. The client’s specific circumstances and strategic needs drive our recommendation of the process steps, the documentation needed to support the work and the scope of targets to include.
Through a combination of our own comprehensive network of contacts, and that of our international partners in Oaklins, we identify the most likely buyers — not merely the most obvious.
The right positioning is critical — we know how to craft an information memorandum that will resonate with buyers. We use personal outreach to communicate the value and strategic fit to each potential buyer.
We run a disciplined process, leveraging our industry knowledge, relationships and deal experience to drive greater value and achieve a successful outcome.
When advising buyers, we deploy our industry experience, our specialized research teams and our understanding of our client’s acquisition strategy to find the right company or asset at the right price. Once the fit has been determined, we help structure a transaction that resolves complex issues and produces a solution that works for all parties.
Our buy-side assignments — like all of our work — are conducted by partners and managing directors with a deep understanding of the markets we cover.
Capital Alliance professionals are primarily operational experts with financial experience — not the other way around. We are entrepreneurs who’ve built and managed successful businesses. We’ve been CEOs and CFOs. We’ve overcome obstacles and created opportunities. We can help resolve your company’s challenges and leverage its opportunities.
Our valuation services rely heavily on our knowledge of current market conditions and market valuation trends. Research and analysis performed by our Special Projects Group blends our unique market valuation insights with conventional valuation approaches. Clients receive the benefit of a valuation that takes multiple factors into account.
Capital Alliance’s understanding of our industry and the market environment led us to the best acquirer, and your grasp of the value of our company brought them to the table. Your professionalism and experience helped us to realize a bright future for our owners and employees. Thanks for a job well done.
Steve Rooney, President,Precision Pipeline
Neal’s deep PEO industry knowledge drove our decision to engage Capital Alliance and played a key role in helping us close a successful transaction with the best buyer for Matrix.
Bill Perez, CEO and Sole Shareholder,MatrixOneSource
Capital Alliance was instrumental in bringing the two companies together. Capital Alliance provided honest, straightforward advice via a thorough M&A process that enabled us to maximize value while finding the best fit operationally. We were able to receive a value that exceeded our expectations, while also providing an exciting career opportunity for our Peliton team.
Frederick Miale, CEO,Peliton
Brad and his team continue to provide trusted advice. They have located strategic acquisition targets that fit well with Lyons’ operating philosophy and that we need to meet our growth objectives.
Bill Lyons, CEO,Lyons HR
Bryan Livingston and Neal England at Capital Alliance navigated us through a very successful transaction… that exceeded our overall expectations.
Matt McBurnett, Principal,VI Engineering
Capital Alliance demonstrated outstanding performance by promptly generating multiple offers from qualified firms.
Louie Strike, President,Chairman and CEO, Modernfold
Not only was your industry experience helpful, but the discipline and transparency you brought to the process always gave us confidence that this important transaction was being well managed.
Becky Latham, President,SOS Temporary Services
Your professionalism, efficiency, persistence and knowledge of the total process came through for us. All promises were kept. And within a 3-month period, we were able to reach our goals.
Ron Bruno, President,Preferred Electrical Construction Co.
Your expertise in being able to provide potential acquirers with timely written and verbal communication was critical and helped to produce multiple offers for our company. Furthermore, your negotiating experience, tax knowledge and overall creative thinking, allowed Employer Solutions Group to be sold at a price far in excess of our expectations and in a structure that gave us better than hoped for percentage of cash at closing.
Craig Allred,President, ESG
With Bryan Livingston at the helm, Capital Alliance Corporation provided us flawless representation that included…superb negotiation skills that resulted in the complete satisfaction of our expectations at close.
James P. Manning, Chairman and CEO,Interstate Plumbing and Air Conditioning, Inc.
We were pleased by the effort and professionalism of Brad and of Capital Alliance and would highly recommend Brad to anyone seeking to purchase or sell a company.