Transaction Support

VCI is not a “business broker.” We use a full spectrum of financial tools and tactics when we execute transactions for our clients — from the simple to the complex — whether transitioning out of a business through sale or generational transfer, or getting into a business through acquisition or partnership.

VCI’s CFOs have executed merger, acquisition, restructuring and financing transactions for leading privately held companies nationwide. If your goal is to transition out of a business, or expand through targeted acquisition, we can help.

These transactions are highly complex. Experienced navigation through the maze of financial variables, execution risks and emotional factors is critical. VCI’s CFO Team has the experience required to successfully navigate this maze.

VCI-CFOS UNDERSTAND THAT SMART TRANSACTIONS CREATE GENERATIONAL VALUE.

Not only do we understand that, we’ve done it. When the time is right, VCI will manage, facilitate and drive all aspects of your business transaction. From growth through acquisition, to enhancing margins through divestitures, to an outright sale of your business, VCI’s CFOs ensure that your transaction is a smart transaction.

TRANSACTIONAL SUPPORT FUNCTIONS INCLUDE

  • Counterparty identification
  • Pre-Letter of Intent assessment and valuation
  • Deal structuring
  • LOI negotiation
  • Due diligence management
  • Closing and related funding
  • Post-closing transition
  • Integration support
  • Earn-out management

Case Study:UTILITY INFRASTRUCTURE: TWO REGIONAL BUSINESSES ACQUIRED BY NATIONAL LEADER

In the underground utility business, the smooth sale of closely-held firms to a national competitor requires industry-specific experience and deep financial insight. VCI successfully facilitated the sale of two regional companies to US Infrastructure Company (USIC), a private equity-backed national leader in utility infrastructure services.

VCI navigated all evaluation stages between the regional business owners and USIC with complete confidentiality. Upon agreement of mutually acceptable valuations, VCI quarterbacked subsequent stages of the process—due diligence, documentation, closing and post-transaction requirements.

Building a profitable business requires owners to possess specific skills, but negotiating and structuring the sale of their own business are rarely among them. This is VCI’s area of expertise. It proved instrumental in the successful sale of these two regional companies to a worthy and well-financed competitor.

Case Study:CONSUMER & COMMERCIAL SERVICES: GROWTH THROUGH ACQUISITION

In the HVAC services business, well-executed acquisitions are an effective growth strategy. Burkholder’s HVAC, Inc. is a premier family-owned brand serving residential and commercial customers throughout Pennsylvania’s fast-growing Lehigh Valley.

To optimize internal financial operation and prepare for expansion, VCI worked directly with Burkholder’s CEO. Expert analysis advisory insights and action planning increased acuity of accounting operations and increased cash flow efficiencies.

VCI also provided transactional support essential to the successful acquisition of other service firms targeted for their fit into Burkholder’s long-term growth strategy.

Some Clients Who Have Enjoyed Our Transaction Support Services:

Legacy Planning Partners, LLC Appeeling Fruit, Inc. CTR, Inc. Peregrine Surgical, Ltd. LR Costanzo Construction Services Co., Inc.

Ready to Realize Your Company’s Full Potential?

Schedule a Call or Consultation with VCI’s CFO Strategists Today.

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