Buy-Side Advisory

Heritage Capital Group assists strategic buyers, business owners, or investors who want to acquire companies with annual sales between $10 million and $100 million. Services we provide include:

• Identifying, qualifying, and contacting a company to acquire
• Assessing valuation of company identified as potential acquisition
• Coordinating professional services
• Locating sources of equity and debt financing if desired
• Managing the negotiation process and terms of sale
• Managing due diligence and execution of purchase agreements

With broad industry knowledge and deep transactional experience, Heritage Capital Group advisors have exceptional insight into the current and potential value of target acquisitions.

Our approach to identifying and interfacing with companies on behalf of a buyer are tailored to well-defined strategies and goals and will generally flow as follows:

Modeling the Acquisition Approach

• Immersion in corporate structure
• Formulating acquisition criteria to support corporate growth strategy

Preparation

• Developing method to rank acquisition candidates
• Defining capital requirements and resources

Search and Outreach

• Utilizing worldwide resources to identify and contact acquisition targets

Due Diligence

• Financial analysis of short-listed targets
• Analyzing potential transaction structure
• Drafting of preliminary and final offers

Negotiation

• Developing negotiation strategies and facilitating the negotiation terms of the transaction
• Drafting the Letter of Intent and Sale Purchase Agreement together with legal counsel
• Co-coordinating the due diligence review
• Raising capital to finance the transaction if necessary