Northeast based Mergers and Acquisition Experts with National Reach
Mergers and Acquisitions: Buy or Sell Side
Specializing in middle market transactions with values of $1 to $30 million. We understand that managing transactions with values in this range requires a certain level of sophistication differing from the sale of "Main Street" businesses. We specialize in managing the deal process for mid-cap businesses with a special emphasis on healthcare, manufacturing, temporary employment, and distribution businesses. Our in-house staff can value a business and confidentially market it to our nationwide network of private equity groups, strategic buyers, and high net worth investors.
Financing Options
We can provide sophisticated financing solutions in this credit environment.
We are in daily contact with conventional and non-conventional lenders to provide financing solutions for our clients. This includes SBA and USDA products when you are ready to buy or sell a business.
Direct Search Capabilities
Our team can assist in identifying acquisition candidates for qualified buyers on a retainer basis through intensive industry research using publications, assorted databases and direct contacts.
Valuations
Our valuation professionals can provide valuations on privately or closely held companies to determine value for specific purposes including:
Fairness Opinions
Estate Tax
Gifting
ESOP
Divorce Settlement
Buy/Sell Agreement
Other
Estate Tax
Gifting
ESOP
Divorce Settlement
Buy/Sell Agreement
Other
Valuations can be done on a stand-alone basis or in conjunction with a merger or acquisition.
WHY CHOOSE OUR TEAM?
Professionalism
The quality of the transaction is directly tied to the quality of people involved. UBG is managed by some of the most experienced Business Brokers in the Northeast. The firm maintains a full time staff including an attorney who will maintain the confidential nature of business transactions, and who are in daily contact with the working group on each transaction.
The quality of the transaction is directly tied to the quality of people involved. UBG is managed by some of the most experienced Business Brokers in the Northeast. The firm maintains a full time staff including an attorney who will maintain the confidential nature of business transactions, and who are in daily contact with the working group on each transaction.
Co-Brokerage: National Coverage with Local Results
We try to be the easiest M&A firm with whom to co-broke. Our agreements are easy to understand and are tailored to the transaction. We avoid primitive policies of small regional M&A firms who do not co-broke their listings. Closed M&A systems fail and often diminish service to the client. We are the only Rhode Island member of the Business Broker Association of New England (BBANE), the first "MLS-type" system for marketing operating businesses in New England. We advertise nationally and have specialized in selling New England businesses to non-New England buyers.
We try to be the easiest M&A firm with whom to co-broke. Our agreements are easy to understand and are tailored to the transaction. We avoid primitive policies of small regional M&A firms who do not co-broke their listings. Closed M&A systems fail and often diminish service to the client. We are the only Rhode Island member of the Business Broker Association of New England (BBANE), the first "MLS-type" system for marketing operating businesses in New England. We advertise nationally and have specialized in selling New England businesses to non-New England buyers.
Midcap Business Brokers & Financial Consultants
Experience
The UBG team has a detailed understanding of how to work with the accountants and attorneys on each deal because we have been on the other side of transactions, managing them as buyer, seller or attorney. Bob, and Mia have been involved in hundreds of transactions in various industries up to $150 million. Not only do we understand the financial and legal issues of structuring a deal, but we can assist with the diligence process as well.
The UBG team has a detailed understanding of how to work with the accountants and attorneys on each deal because we have been on the other side of transactions, managing them as buyer, seller or attorney. Bob, and Mia have been involved in hundreds of transactions in various industries up to $150 million. Not only do we understand the financial and legal issues of structuring a deal, but we can assist with the diligence process as well.