Transaction Advisory

Whether the future of your business involves a sale, merger, acquisition, divestiture or other exit strategy, building a roadmap with a well-marked route is essential to successfully navigating what is often a complex and challenging journey.

With strategic and informed advisory support from MFA the structuring, negotiation and execution of your transaction is addressed in a way that supports the achievement of your ultimate definition of success. We’re able to quickly uncover critical issues and key risk factors as well as identify opportunities to maximize your position in ways that are not always readily apparent.

 

Block
Buy-Side & Sell-Side Transaction Advisory Services
MFA’s Transaction Advisory Team focuses on serving owners of family-owned and closely-held businesses as well as private equity groups, venture capital firms and other financial investors.
Sellers
Early on, MFA helps sellers identify valuation drivers in their businesses and courses of action to enhance them. Expect us to go above and beyond as we prepare your team for all angles of the buyer’s financial due diligence process – even staging practice runs during the coaching process. Our informed perspective will help you anticipate and address potential roadblocks before they become deal breakers and effectively demonstrate your company’s overall worth to potential buyers.
Buyers
MFA’s financial, tax, information technology and retirement plan due diligence services provide those who are purchasing with invaluable insight into the target company. We understand the importance of timely, accurate assessments, and we work hard to consistently deliver services that reduce risk and eliminate post-acquisition surprises. We act as your advisors during the entire negotiation process and help structure transactions that minimize tax implications and maximize your financial outcome.

 

What MFA’s Transaction Advisory Services Can Do For You

  • Consider the various implications of your business’ transaction, including those related to tax obligations and incentives, wealth accumulation and investment management, philanthropy and long-term estate planning
  • Examine a variety of intangible considerations such as owner separation from the business, customer concerns, future of employees and other daunting “what-if” scenarios
  • Quickly uncover critical issues and key risk factors and address potential roadblocks before they become deal breakers
  • Identify opportunities to maximize your position in ways that are not always readily apparent
  • Effectively demonstrate your company’s overall worth to potential buyers
  • Design and execute a plan to optimize, among other things, a company’s economic value drivers, normalized EBITDA adjustments and post-transaction after-tax returns
  • Ensure the merger or acquisition transaction process is a seamless and uninterrupted experience

 

Block
Spectrum of Services
• Sell-side M&A
• Buy-side M&A
Valuation
• Recapitalizations
• Stock Repurchases
• Bank Financing
• Fairness Opinions
• Deal Negotiation
• General Corporate Advisory
• Company Background & Organizational Review
• Income Statement & Financial Analysis
• Quality of Earnings Analysis
• Financial Forecast Review
• Commitments & Contingencies Analysis
• Tax Review and Analysis
• Retirement Plans
• Financial Reporting & Tax Planning
• Internal Controls
• Valuation Assessment
• Succession Planning
• Portfolio Management
• Financial Planning
• Retirement Planning
• Inheritance, Estate & Gift Planning
• Philanthropic Advisory

 

Recent Transactions

 

Aved Electronics LogoAved Electronics

Aved Electronics is a New England-based manufacturer of custom cable, wire and harness assemblies as well as battery packs, electro-mechanical assemblies and box builds. MFA Capital Advisors, a part of The MFA Companies, was the exclusive financial advisor to Aved in its sale to Lithion Power Group, a portfolio company of private equity firm TriWest Capital Partners. The transaction was facilitated by MFA Securities, a FINRA-registered broker-dealer.

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Anchor FitnessAnchor Management Group (Anchor Fitness)

Anchor Fitness operates as an independent franchisee of the Planet Fitness enterprise with 13 locations including those in Myrtle Beach, SC and Savannah, GA. Anchor was acquired by Sunshine Fitness, a portfolio company of private equity firm TSG Consumer Partners. MFA Capital Advisors, a part of The MFA Companies, was the exclusive financial advisor providing consulting and advisory services to Anchor, and the transaction was facilitated by MFA Securities, a FINRA-registered broker-dealer.

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Bushari Real EstateBushari Real Estate

Founded in 2008, Bushari Real Estate is an independent, family-owned real estate brokerage firm. With a focus on the sale of luxury property, the Boston-based company saw steady growth in recent years and was named to Inc. 5000’s list of fastest growing private companies in 2017. Acquired by Compass, Bushari received transaction advisory services from MFA Capital Advisors, a part of The MFA Companies.

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American Refrigeration CompanyAmerican Refrigeration Company (ARC)

Founded in 1996, American Refrigeration Company is New England’s largest independent industrial refrigeration services company, providing services for refrigeration and air conditioning system design. ARC was acquired by Southfield Capital, a Greenwich, CT-based private equity firm. MFA Capital Advisors, a part of The MFA Companies, was the exclusive financial advisor providing consulting and advisory services to ARC, and the transaction was facilitated by MFA Securities.

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Let’s Connect

If there’s a merger, acquisition or other exit strategy in your future, our experts can help you navigate the process.

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